Joel is the founder of FinWizdom and an adult financial literacy facilitator. He is an accomplished financial content developer, educator and trailblazer in applying behavioral finance to connect with an audience. With extensive financial marketing experience in banking, investments and insurance, he offers a unique
perspective to financial literacy.
In addition to consulting for financial industry pioneers and giants, Joel is an adjunct professor at NYU SPS, teaching Applied Behavioral Finance, and CUNY BMCC, teaching Managerial Decision Making. He is the author of the book, Creating Wealth Starts with Financial Wealth, a #1 international bestseller. Joel is also the host of the FinWizdom podcast series—an exploration of how your emotions influence your ability to manage money. He uses storytelling to explain investment concepts and various psychological biases that impact financial decision-making. His mission is to help individuals and organizations recognize behavioral risks and learn how to accommodate, not ignore, them.

Publications

• Book: Creating Wealth Starts with Financial Health By Elite Online Publishing (Mar 25 2023)
• Podcast: FinWizdom / 5 seasons and more to be released By FinWizdom LLC (Feb 02 2021)