Behavioral Finance Expert & Financial Psychologist

Phoenix, AZ, USA
Live Event: $10,000 - $20,000 Virtual Event: $5,000 - $10,000 More Fee Info

Dr. Dan Pallesen Biography

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.

BOOK Dr. Dan Pallesen

Speaker profile last updated by AAE Talent Team on 07/18/2025.

Dr. Dan Pallesen Speaking Topics

  • Creating Wealth Within

    Workplace financial stress isn't just a personal concern—it directly impacts productivity, employee engagement, mental health, and overall job satisfaction. According to PwC’s 2022 Employee Financial Wellness Survey, 34% of employees report that financial worries negatively impact their mental health, while only 42% feel comfortable managing finances amid rising living costs. Further supporting this, TIAA’s 2022 survey reveals employees participating in corporate wellness workshops experience significantly stronger financial health, positively influencing their mental and physical wellness.

    Developed by Dr. Dan Pallesen—a financial psychologist, Certified Financial Planner™, Certified Financial Therapist—the Wealth Within Financial Wellness Workshop offers an innovative, comprehensive approach to employee financial wellness training. The program combines an engaging keynote, centered on Dr. Dan’s transformative Pillars of Financial Empowerment.

Dr. Dan Pallesen Videos

Dr. Dan Pallesen - NBC 12 News

Dr. Dan Pallesen - NBC 12 News

Dr. Dan Pallesen answers your questions about ways to mindfully save money.

Dr. Dan Pallesen - Bill Caskey Podcast

Dr. Dan Pallesen - Bill Caskey Podcast

Rewriting Your Money Narrative

  • How do I book Dr. Dan Pallesen to speak at my event?

    Our experienced booking agents have successfully helped clients around the world secure speakers like Dr. Dan Pallesen for speaking engagements, personal appearances, product endorsements, or corporate entertainment since 2002. Click the Check Availability button above and complete the form on this page to check availability for Dr. Dan Pallesen, or call our office at 1.800.698.2536 to discuss your upcoming event. One of our experienced agents will be happy to help you get speaking fee information and check availability for Dr. Dan Pallesen or any other speaker of your choice.
  • What are the speaker fees for Dr. Dan Pallesen

    Speaking fees for Dr. Dan Pallesen, or any other speakers and celebrities, are determined based on a number of factors and may change without notice. The estimated fees to book Dr. Dan Pallesen are $10,000 - $20,000 for live events and under $10,000 for virtual events. For the most current speaking fee to hire Dr. Dan Pallesen, click the Check Availability button above and complete the form on this page, or call our office at 1.800.698.2536 to speak directly with an experienced booking agent.
  • What topics does Dr. Dan Pallesen speak about?

    Dr. Dan Pallesen is a keynote speaker and industry expert whose speaking topics include Finance, Human Resources, Podcast Host, Psychology, Social Sciences
  • Where does Dr. Dan Pallesen travel from?

    Dr. Dan Pallesen generally travels from Phoenix, AZ, USA, but can be booked for private corporate events, personal appearances, keynote speeches, or other performances. For more details, please contact an AAE Booking agent.
  • Who is Dr. Dan Pallesen’s agent?

    AAE Speakers Bureau has successfully booked keynote speakers like Dr. Dan Pallesen for clients worldwide since 2002. As a full-service speaker booking agency, we have access to virtually any speaker or celebrity in the world. Our agents are happy and able to submit an offer to the speaker or celebrity of your choice, letting you benefit from our reputation and long-standing relationships in the industry. Please click the Check Availability button above and complete the form on this page including the details of your event, or call our office at 1.800.698.2536, and one of our agents will assist you to book Dr. Dan Pallesen for your next private or corporate function.
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Dr. Dan Pallesen is a keynote speaker and industry expert who speaks on a wide range of topics such as Creating Wealth Within . The estimated speaking fee range to book Dr. Dan Pallesen for your event is $10,000 - $20,000. Dr. Dan Pallesen generally travels from Phoenix, AZ, USA and can be booked for (private) corporate events, personal appearances, keynote speeches, or other performances. Similar motivational celebrity speakers are Anthony Trucks, Amanda Gore, Sheryl Gonzalez Ziegler, Drew Ramsey and Kasley Killam. Contact All American Speakers for ratings, reviews, videos and information on scheduling Dr. Dan Pallesen for an upcoming live or virtual event.

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