Carl Richards is a certified financial planner and the director of investor education for The BAM Alliance (wwww.thebamalliance.com), a community of over 130 independent wealth management firms throughout the U.S.
Area of Expertise: personal finance
Twitter Feed: @behaviorgap
Books: “The Behavior Gap” (Portfolio Hardcover, 2012)
Topics Presented in Speeches: behavioral finance, financial planning and investing
Carl Richards is a certified financial planner and the director of investor education for the Bam Alliance, a community of over 130 independent wealth management firms throughout the U.S. He is a weekly contributor to The New York Times and is a columnist for Morningstar Advisor. Carl has also been featured on Marketplace Money, The Leonard Lopate Show, Oprah.com and Forbes.com. In addition, Carl has become a frequent keynote speaker at financial planning conferences and visual learning events around the world.
Through his simple sketches, Carl makes complex financial concepts easy to understand. His sketches also serve as the foundation for his first book, “The Behavior Gap: Simple Ways to Stop Doing Dumb Things with Money” (Portfolio Hardcover, 2012). Carl’s art appeared in a solo show at the Kimball Art Center in Park City, Utah. Other showings include The Parson's Gallery in New York, The Shulz Museum and the Mansion House in London. His commissioned work is on display in businesses and educational institutions across the country. He lives with his family in Park City, Utah.
Articles by this Author
Financial Planning »
Simple actions you can take now to focus on the things you can control and avoid making common investment mistakes.
March 2013 | Journal