Every year since 1994, Worth magazine has named Bert Whitehead among the “Best 60 Financial Advisors in America.” His unique “behavioral finance” approach goes beyond mere number crunching to help people understand and overcome the complex psychological baggage they bring to their financial decisions. Tested and confirmed by hundreds of Bert’s clients—including celebrities such as Andrew Weil, M.D., who wrote the foreword for the book—this system shows readers how to identify areas of financial dysfunction and offers specific strategies designed to help different personality types achieve financial freedom by working with their own natural inclinations.
