Dr. Dan Pallesen

Dr. Dan Pallesen brings a rare and compelling perspective to the world of behavioral finance, shaped by years of hands-on experience as both a clinical psychologist and financial advisor. He began his career working inside federal prisons in San Diego and Long Beach, where he provided psychological care directly to inmates --navigating the most complex dimensions of human behavior in high-stakes environments.

That powerful foundation led to his transition into the financial world, where he served as Chief of Investor Behavior at Keystone Wealth Partners and currently in Wealth Management at Creative Planning. In these roles, Dr. Pallesen has met with thousands of families across the country, helping them understand the emotional and psychological forces driving their financial decisions. Dr. Pallesen's mission is to guide people toward aligning their money with their values and creating more intentional, fulfilling lives.

Dr. Pallesen is a licensed clinical psychologist, Certified Financial Planner™, Certified Financial Therapist, and a nationally recognized thought leader in Positive Psychology and Behavioral Finance. His strengths-based approach focuses on clarity, purpose, and meaningful behavioral change -- whether advising clients or speaking on stage. A trusted voice in the media, Dr. Pallesen has been featured in top outlets including Forbes, CNBC, NBC News, U.S. News & World Report, and many others. He delivers insight that bridges the gap between mental wellness and financial well-being, making him a sought-after expert for audiences navigating the psychology of money in today’s world.