Dr. Dan gets back to the basics of financial planning. No matter your age, you need a starting point when it comes to getting your financial life together and Dr. Dan offers some practical first steps.

Connect with Dr. Dan at www.drpallesen.com and on Facebook, LinkedIn, and Instagram.

Dr. Dan gets back to the basics of financial planning. No matter your age, you need a starting point when it comes to getting your financial life together and Dr. Dan offers some practical first steps. Connect with Dr. Dan at www.drpallesen.com and on Facebook, LinkedIn, and Instagram.

Back To The Basics

The Behavioral Wealth podcast with Dr. Dan is a discussion of the behaviors that people use to tap into their ability to achieve wealth, health and happiness. Dr. Dan is a financial psychologist and he is passionate about helping others live their best lives. He is a licensed clinical psychologist and financial advisor whose focus is in the field of Positive Psychology and Behavioral Finance. Dr. Dan’s approach with people is to focus on strengths and bring clarity to the issues of purpose and meaning in their lives. He has worked in many settings including counseling centers, private practice, military clinics, and even federal prisons. Dr. Dan currently serves as the Chief of Investor Behavior at Keystone Wealth Partners.

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Back To The Basics

Back To The Basics