Press Release

What is a Behavioral Finance Advisor?

October 21, 2021

Senior Wealth Advisor Brian Chang weighs in on how behavioral finance considerations provide an added layer of client service

Managing emotions and money is not always easy.  There are psychological drivers that can impact the decision-making process for investors.


“This is where a behavioral finance advisor can be of tremendous benefit – because they recognize that in the real world, human decisions are often influenced by emotions, biases and cognitive errors.” – B. Chang, CFA, CFP®


Click here to read the article. Note: Mr. Chang does not hold a Behavioral Finance Advisor (“BFA”) certification.


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