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May 2021 Foundations
'True Purpose' with Dr. Dan Pallesen

May 27, 2021 12:00 PM in Arizona

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Dan Pallensen
Chief of Investor Behavior & Financial Adviser
Dr. Dan is passionate about helping others live their best lives. He is a licensed clinical psychologist whose focus is in the field of Positive Psychology, which is the science of happiness and fulfillment. 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 for over 10 years in many settings including counseling centers, private practice, military clinics, and even federal prisons. As the Chief of Investor Behavior & Financial Adviser, Dr. Dan works with the clients of Keystone to enhance their communication with their adviser, their spouses, and others. He also helps clients set and pursue goals in retirement and understand how behavioral biases may impact investment decisions and other actions.