How a Behavioral Financial Strategy Can Change Everything
Behavioral finance is the study of how emotions, mental shortcuts, and psychological factors shape our financial decisions. Read our guide to discover how understanding behavioral finance could help you avoid sabotaging your financial goals.
What does this guide cover?
Uncover the thinking errors that distort your financial judgment.
Unpack common emotional influences that can affect behavior and financial decisions.
Understand how a behavioral financial advisor goes beyond investment selection to empower your financial success.
I’m Luis Miletti Jr., a Wealth Manager specializing in retirement income planning, risk management, and tax optimization. I’ve been in the financial space for two decades, serving as an advisor for 15 years. With a passion for serving people and helping them achieve financial goals, I founded Miletti Wealth Management with the intention to provide a client experience unrestricted by the potential of biased firms. Behavioral finance is at the center of all of my client interactions, allowing me to help my clients make better financial decisions. I believe that you are more than just the numbers on your statements!  A good financial advisor takes their time to understand your “why” and help you build the appropriate plan to reach your financial goals.
Material prepared herein has been created for informational purposes only and should not be considered investment advice or a recommendation. Â Information was obtained from sources believed to be reliable but was not verified for accuracy. The views and opinions expressed herein are those of the speakers and authors and do not necessarily reflect the views or positions of Savvy Advisors.
Luis Miletti Jr. is an investment advisor representative registered with Savvy Advisors, Inc. (“Savvy”). All investment advisory services offered by Luis Miletti Jr. are offered through Savvy. Miletti Wealth Management is an independent marketing brand name used by Luis Miletti Jr. for advertising and marketing purposes only. Miletti Wealth Management and Savvy are not related or affiliated. For more information about Savvy, please visit our website.
