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Bradley T. Klontz, Psy.D., CFP®______

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Bradley T. Klontz, Psy.D., CFP®______ Bradley T. Klontz, Psy.D., CFP®_________________________ Clinical Psychologist & 4351 Kauila Street Lihue, HI 96766 Financial Advisor [email protected] Associate Professor www.Occamllc.net Author www.YourMentalWealth.com Media Spokesperson EDUCATION 2010- 2011 Graduate Certificate in Personal Financial Planning Kansas State University 1995-1999 Doctor of Clinical Psychology (Psy.D.) Wright State University School of Professional Psychology; Dayton, Ohio. 1993-1995 Master of Science in Counseling and Human Resource Development South Dakota State University; Brookings, South Dakota. 1989-1993 Bachelor of Science in Psychology; Minors: Biology, Social Work Olivet Nazarene University; Kankakee, Illinois. PROFESSIONAL EXPERIENCE 10/2013 to Present Occidental Asset Management (OCCAM), LLC Managing Principal Executive Director of Financial Psychology & Behavioral Finance Provide financial planning, asset management, and individual, family, and business consulting services at Occidental Asset Management, LLC (OCCAM), a fee-only, independent, fiduciary, Registered Investment Advisory (RIA) firm with offices in Hawaii, California, Washington, and Florida. OCCAM manages approximately $250 million in assets (www.Occamllc.net). 12/2015 to Present Creighton University Associate Professor in Financial Psychology & Behavioral Finance Department of Economics & Finance Heider College of Business Faculty member of the Economics and Finance Department at the Heider College of Business. Currently designing course related to financial planning, financial psychology, and behavioral finance at the graduate level. 1/2015 to Present Financial Psychology Institute, LLC Founder & Managing Principal Bradley T. Klontz, Psy.D., CFP®_________________________ The mission of the Financial Psychology Institute™ is to increase the understanding of how psychological factors impact financial behaviors, establish evidenced-based practices for improving clients’ financial health, and train financial and mental health professionals to work more effectively with clients. In 2015, the FPI launched the Advisor Training & Consulting Program and the Financial Behavior Specialist™ Professional Certification (www.FinancialPsychologyInstitute.org). 12/2009 to Present Psychology Today PsychologyToday.com Blogger Author of Psychology Today’s “Mind Over Money” blog (www.psychologytoday.com/blog/mind-over-money). 10/2000 to Present Coastal Clinics, Inc. President Clinical Director of Mokihana School-Based Behavioral Health Services Since 2000, Coastal Clinics, Inc. has provided a full range of psychological services on Kaua’i. This has included: outpatient individual, couples, and family psychotherapy, crisis intervention, SBBH, Primary Care Psychology, consultation services to Department of Education, Department of Health, Family Court, Hawaii Behavioral Health, and others, psychological evaluations to determine eligibility for services and need for treatment (IDEA, 504, psychiatric incapacitation through Department of Human Services, substance abuse evaluations) and clinical training and supervision. 3/2010 to 11/2015 Kansas State University Associate Professor in Personal Financial Planning Personal Financial Planning School of Family Studies and Human Services Graduate Faculty member at K-State’s Institute of Personal Financial Planning. Founding faculty member of the Certificate in Financial Therapy program. Created and taught “The Psychology of Personal Finance,” “Applied Behavioral Finance,” “Advanced Topics in Rapport Building & Facilitating Change,” and “Introduction to Financial Therapy” to Ph.D., Masters, and Certificate students. Taught “Fundamentals of Family Financial Planning” in K-State’s Personal Financial Planning Graduate Certificate Program, a CFP® Board’s registered curriculum. Served as Major Professor for Ph.D. students who are conducting research in financial psychology. 12/2005 to 12/2014 Klontz Consulting Group, LLC Chief Executive Officer Provided coaching and consultative services to individuals, families, and organizations to maximize potential for success, enhance relationships, and achieve personal, professional, and organizational goals. Clients have included business owners, Bradley T. Klontz, Psy.D., CFP®_________________________ entertainers, and athletes (www.YourMentalWealth.com). 8/2013 to 1/2014 On Wall Street Magazine Columnist Author of On Wall Street’s “Your Practice: The Clients’ Emotions” column for wealth managers. On Wall Street has a circulation of 150,000 high net worth investment advisors. 10/2011 to 10/2013 Personal Financial Consultants, Inc. Director of Marketing & Associate Planner Provide financial planning advice at Personal Financial Consultants (PFC), a fee-only Investment Advisory and Financial Planning firm established in 1985, with offices in Hawaii and California. PFC, Inc. currently manages over $200 million in assets for approximately 200 clients. 8/2009 to 8/2012 H & R Block Dollars & Sense Director of Research and Media Spokesperson H&R Block Dollars & Sense is committed to increasing the financial fitness of high school students through donating more than $2 million in personal finance curriculum grants to high schools nationwide, rewarding high school students with college scholarships, and educating parents about how to talk to kids about money. 2007 to 2012 Northwest Media, Inc. Principal Investigator and Research Associate Eugene, Oregon Northwest Media, Inc. creates innovative social learning and educational products focused on life skills training for at-risk youth in transition, parent training, and continuing education for service providers. CLINICAL PSYCHOLOGY TRAINING EXPERIENCES 9/1999 to 9/2000 Mokihana Project: Hawaii Departments of Education/Health Postdoctoral Fellow in Child, Adolescent and Family Psychology Kauai, Hawaii 45-50 hours/week; Total Hours = 2000. Supervisors: Robert J. Brown, Ph.D & Kevin Pyle, Ph.D. Provided School-Based Health Services to students and their families through Hawaii Department of Education. Provided consultation services to school personnel, Family Court, and contracting agencies. Conducted psychological evaluations to help determine SPED/504 eligibility. Provided supervision to Family Support Workers. 9/1998 to 9/1999 Department of Veterans Affairs Medical & Regional Office Bradley T. Klontz, Psy.D., CFP®_________________________ Center & Tripler Army Hospital Psychology Intern Honolulu, Hawaii Substance Abuse Treatment Program (SATP) Supervisors: Gabrielle Batzer, M.D., ASAM; Steven M. Miyake, Ph.D. Provided outpatient case management, psychological testing, individual, and group therapy to veterans suffering from chemical dependency in a multidisciplinary setting. National Center For Post-Traumatic Stress Disorders Supervisor: Nadine Shigezawa, Ph.D. Provided outpatient assessment and individual psychotherapy services to veterans and their families in the Traumatic Stress Recovery Program (TSRP-PCT). Co-facilitated WWII Process Therapy Group for veterans. Health Psychology Supervisor: Steven M. Miyake, Ph.D. Assessment and treatment of chronic pain, psychophysiological and stress-related disorders. Interventions include biofeedback training, stress management skills training, and cognitive-behavioral psychotherapy. Provided primary care psychological consultation to medical staff and veterans. Neuropsychology Supervisor: Kathleen McNamara, Ph.D. Evaluation of cognitive functioning to determine strengths and limitations, treatment and rehabilitation strategies, and answer diagnostic questions. Member of medical consultation team in weekly neurology clinic. Geropsychology Supervisor: Cole K. Y. Lew, Ph.D. Provided assessment and psychotherapy services to aging veterans and their families. Provided mental health consultation to multi- disciplinary Geriatric Evaluation and Management Team (GEM) at the Center for Aging. 9/1997 to 8/1998 Ellis Institute for Human Development (General Service Clinic/CMHC) Psychology Trainee Wright State University-Dayton, Ohio Supervisor: Stephen McConnell, Psy.D., ABPP. Provided child, adolescent, adult, couples, family, and group psychotherapy for diverse under-served clientele. Conducted diagnostic, intellectual, learning disability and personality assessments for children, adolescents and adults. Received focused supervision in cognitive-behavioral therapy and existential-humanistic therapy. 1/1998 to 5/1998 Preventing Anxiety and Depression in Youth Program (PANDY) Psychology Trainee Wright State University-Dayton, Ohio Bradley T. Klontz, Psy.D., CFP®_________________________ Supervisors: Robert Friedberg, Ph.D. & Lori Crosby, Psy.D. Co-facilitated weekly psychoeducational group for children diverse in ethnicity and socioeconomic status teaching cognitive and behavioral skills to help cope with depressed and anxious feelings. Co-facilitated parent psychoeducational group. Conducted clinical assessments to monitor treatment effectiveness. 9/1996 to 8/1997 Center for Psychological Services/UCC Psychology Trainee Wright State University-Dayton, Ohio Supervisor: Eve Wolf, Ph.D. Provided individual psychotherapy and psychological assessments for university students. Provided consultation and outreach services to Student Health Services and University Health Educator. Received supervision in vocational counseling and assessment, solution-focused brief therapy and hypnosis. 9/1996 to 8/1997 Office of Disability Services Psychology Trainee Wright State University-Dayton, Ohio Supervisor: Eve M. Wolf, Ph.D., Celia Oliver, Ph.D., Psy.D.
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