Investor behavior can have a huge impact on our financial decision making processes. In this presentation we will discuss how investor behavior and our innate biases can impede us from making the best decisions for our family. We’ll talk about how we can get back to having a sense of control when we really feel overwhelmed with the information presented to us.
- Financial decision making can be highly emotional - We make our best decisions, financial or otherwise, with a clear, calm state of mind - We need to identify some of the emotions that we are experiencing when talking about our money—are we really making the best decisions for ourselves and for our family? - What are some of the steps that help us get to that clear frame of mind?
About Walter Wisniewski:
Walter holds a Bachelors Degree from the Manhattan School of Music and a Masters Degree from Columbia University. He is a CERTIFIED FINANCIAL PLANNER™ practitioner.
Walter Wisniewski is the founder, CEO, and President of Arcadia Wealth Management. Walter has been in the wealth management business for over 33 years, but he spent the earlier part of his career as a concert pianist. Using all his acquired skills, Mr. Wisniewski assists economically independent women and men to achieve a safe and secure financial future. In his upcoming book, Walter talks about the interconnection between emotions, money, and behavior as it relates individuals going through life changing transitions.
Walter is an active member of the Financial Planning Association and Rotary International. He also enjoys participating in Music & Memory, acting as a liaison between high school students and patients in nursing homes in order to bring music into people’s lives.
Mr. Wisniewski and his wife Susan have been married for more than thirty-five years and have three children. He enjoys reading, traveling, music, boating and fishing.
Allison Vanaski is a CERTIFIED FINANCIAL PLANNER™ practitioner. She has been working on Wall Street since 2005 and joined the Arcadia team in 2012.
Allison is a member of The National Association of Personal Financial Advisors (NAPFA) and approaches financial planning with the holistic view in mind without any conflicts of interest. A NAPFA-Registered Financial Advisor must meet the highest competency standards in the industry and operate on an objective fee-only basis.
Allison holds a Bachelor Degree in Finance from Villanova University, with a minor in Communication. She was captain of the Varsity Softball team at Villanova and President of the Student Athlete Advisory Committee.
Allie grew up in Smithtown, Long Island, and lives in Rockville Centre, NY with her husband Scott and her baby boy Cooper. She enjoys spending time with her family, reading, playing sports and traveling.