About Carl Richards
Carl Richards is a CERTIFIED FINANCIAL PLANNER™ and the director of investor education for the BAM ALLIANCE, a community of over 130 independent wealth management firms throughout the United States. He is a weekly contributor to the The New York Times, and is a columnist for Morningstar Advisor. Carl has also been featured on Marketplace Money, The Leonard Lopate Show, Oprah.com and Forbes.com. In addition, Carl has become a frequent keynote speaker at financial planning conferences and visual learning events around the world.
Through his simple sketches, Carl makes complex financial concepts easy to understand. His sketches also serve as the foundation for his first book, The Behavior Gap: Simple Ways to Stop Doing Dumb Things with Money (Portfolio/Penguin). Carl’s art appeared in a solo show at the Kimball Art Center, in Park City, Utah. Other showings include The Parson’s Gallery in New York, The Shultz Museum, and an upcoming exhibit at the Mansion House in London. His commissioned work is on display in businesses and educational institutions across the country. He lives with his family in Park City, Utah.
Keeping Up with Carl
Why People Like Carl
“Carl’s presentation at our annual Managing Directors meeting was a needle moving event for our company. His straightforward and no-nonsense approach to our business and how he perceives our rapidly changing industry fundamentally changed how our advisors and management team see our value proposition to our clients.”
— Joe Duran, CEO, United Capital
“Your sketches are absolutely brilliant. Beautifully simple and thought provoking.”
— Stephanie Sammons, CEO & Founder, Wired Advisor
“Your sketch in this issue really made an impact on me due to several of my clients who have this “sentimentality” problem with certain stocks they own.”
— Matthew Stewart, Vice President, Key Private Bank