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.