Carl Richards

Area of Expertise: personal finance

Website: www.behaviorgap.com

Twitter Feed: @behaviorgap

Books: “The Behavior Gap,” "The One-Page Financial Plan"

Topics Presented in Speeches: behavioral finance, financial planning and investing

Email: carl@behaviorgap.com

Biography:
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. Richards has also been featured on Marketplace Money, The Leonard Lopate Show, Oprah.com and Forbes.com. In addition, Richards has become a frequent keynote speaker at financial planning conferences and visual learning events around the world.

Through his simple sketches, Richards 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, 2012). His most recent book, also featuring his sketches, is "The One-Page Financial Plan: A Simple Way to Be Smart About Your Money" (Portfolio, 2015). Richards' 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.