
Author of The Cure For Money Madness, coming from Broadway Books in 2009
San Francisco Bay Area

Author of The Cure For Money Madness, coming from Broadway Books in 2009
San Francisco Bay Area
I am the author of The Cure For Money Madness (Broadway Books '09 ), a guide to overcoming the distorted childhood perceptions of money which poison relationships, impede intimacy, and interfere with our making money as well as enjoying the money we have.
Learn more about 'money madness' and how to cure it at curemoneymadness.com. I am also the co-creator and co-leader of the Financial Intimacy and Freedom Workshops. Learn more at www.financialintimacy.info.
I am the CEO of Abacus Wealth Partners, and have been named by Worth magazine as one of the top 100 financial advisers in the US. Learn more at www.abacuswealth.com.
View recent press at http://www.curemoneymadness.com/press.html
Couples and Money, Estate and Life Planning, Stock Markets, Financial Intimacy, The Cure For Money Madness.
(Financial Services industry)
Currently holds this position
(Financial Services industry)
January 2007 — Present (2 years 7 months)
For more information, please see www.curemoneymadness.com.
(Privately Held; 11-50 employees; Financial Services industry)
January 1980 — January 1997 (17 years 1 month)
Firm has now become Abacus Wealth Partners. www.abacuswealth.com
1983 — 1987
Finding The Cure For Money Madness Couples and Money My Kids.
I was named one of the top 100 wealth advisors in the United States by Worth magazine in 2005-2008. (I was named by Worth to their list of top 250 advisors in 1999 and to their list of top 300 in 1998.) Bloomberg Money Manager listed me as one of their top money managers in 2005, 2003, and 2002, and Medical Economics listed me as one of the 150 best advisors for doctors in 2004, 2002, 2000, and 1998.
I was also named by the Philadelphia Business Journal as one of the top 40 under (age) 40 business leaders in Philadelphia in 1999. I am a member of the Social Venture Network as well as the Social Investment Forum.