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Dan Head Shot 2023 - Dr. Dan Pallesen
Dr. Dan Pallesen
Dr. Dan Pallesen, LLC

Get in Touch

3324 E. Ray #1737, Higley AZ 85236

Issues and needs

Relationships/Family, Compulsive spending, Anxiety, Depression, Cross social class marriages/relationships, Wealth inequality within the family system, Stress, Family conflict, Financial secrets

Occupational specialties

Business Owners, Doctors/Dentists, Academics, Attorneys, Therapists, Professional athletes, Entertainment, Military and First Responders, Sales, Real estate, Family Businesses/Family Enterprises

About

Dr. Dan is a behavioral finance expert who is passionate about helping others live their best lives. He is a licensed clinical psychologist, CERTIFIED FINANCIAL PLANNER™, and Certified Financial Therapist -I™ whose focus is in the fields of Positive Psychology and Behavioral Finance. Dr. Dan’s approach with people is to focus on strengths and bring clarity to the issues of purpose and meaning in their lives. He has worked in various settings including counseling centers, private practice, military clinics, and even federal prisons.

Currently, Dr. Dan is a Private Wealth Manager at Creative Planning, LLC. Creative Planning provides comprehensive wealth management services including investment management, financial planning, charitable planning, retirement plan consulting, tax planning, and estate planning services. Prior to this position, Dr. Dan was the Chief of Investor Behavior at Keystone Wealth Partners, LLC where he worked with clients, prospective clients, and other advisors to better understand their relationship with money.

Professional Specialty Areas

Issues and needs

Relationships/Family, Compulsive spending, Anxiety, Depression, Cross social class marriages/relationships, Wealth inequality within the family system, Stress, Family conflict, Financial secrets

Occupational specialties

Business Owners, Doctors/Dentists, Academics, Attorneys, Therapists, Professional athletes, Entertainment, Military and First Responders, Sales, Real estate, Family Businesses/Family Enterprises

Languages

English

Religious/Spiritual

Non-Denominational Spiritual, Other Spiritual/Religious Affiliation

Disability/Ability

A mental health disorder

Sexuality

Racial Identities

About the Practitioner

Primary Professional Orientation

Mental health

Delivery Method

Virtual

Country

USA

Service Area

Arizona

Type of Service

Coaching, Therapy, Financial Planning, Accounting, Estate Planning

Practitioner Gender

Male

Fee Structure

Flat fee, Hourly, Assets under management

Practitioner Designations and Qualifications

Financial Therapy Designations

Certified Financial Therapist Level I - CFT-I™

Mental Health Designations

Doctor of Psychology

Financial Designations

Education

PhD in Mental Health

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