Meet the Founders
Dr. Charles Chaffin
Dr. Brad Klontz, CFP®
Dr. Brad Klontz, CFP®
Dr. Charles Chaffin’s work brings cognitive and education psychology to financial planning practice. He has 7 different books within financial planning and cognitive psychology, including The Psychology of Financial Planning (2023) and Numb: How the information age dulls our senses and how we can get them back (2021). Dr. Chaffin is co-founder of the Psychology of Financial Planning suite of programs which has enrolled close over 5,000 advisors and students from 100 colleges and universities within the first year.
He helps a variety of firms develop avenues to better understand the biases and behaviors of their clients as well as other factors that impact the client-planner relationship across multiple business models. Previously, he led research and education activities at CFP Board.
He is based in New York and is a Professor of Practice at Iowa State University.
Dr. Brad Klontz, CFP®
Dr. Brad Klontz, CFP®
Dr. Brad Klontz, CFP®
Bradley T. Klontz, Psy.D., CFP® is an expert in financial psychology, financial planning, and applied behavioral finance. He’s an Associate Professor of Practice at Creighton University Heider College of Business, Co-Founder of the Financial Psychology Institute, and Managing Principal of YYMW Advisors.
Dr. Brad is co-author/co-editor of 8 books on the psychology of money: Psychology of Financial Planning (Wiley, 2023), The Practitioner's Toolkit (Wiley, 2023), Money Mammoth (Wiley, 2020) Facilitating Financial Health (NUCO, 2008; 2016), Financial Therapy (Springer, 2015), Mind Over Money (Broadway Business, 2009), Wired for Wealth (HCI, 2008), and The Financial Wisdom of Ebenezer Scrooge (HCI, 2005; 2008).
