Behavioral finance advisors, or BFAs, are trained to help clients navigate the emotional and practical aspects of their finances. After all, investing should be a science, but it's often an art.

How can advisors apply behavioral finance in their practice? Advisors can apply behavioral finance by both playing defense and offense. Playing defense means helping clients recognize their own ...

5:46 – Advisors’ Views on Behavioral Finance Sarah notes that while many advisors recognize that psychology does impact client decision-making, they might wonder if it’s their place to have ...

A Certified Financial Planner(tm) (CFP®), Certified Exit Planning Advisor, Behavioral Financial Advisor and Certified Financial Fiduciary, Szakos has also completed the Advanced Wealth ...

Financial advisors help people manage their money through investing, retirement planning, estate planning, having children, and more depending on the advisor's qualifications, experience ...