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Guest Speaker: Rick Kahler, MS, CFP®, CFT-I™, CeFT®, President, Kahler Financial Group

Host: Courtney Pullen MA, LPC, President, Pullen Consulting Group & PPI Fellow

Description:  Please join Courtney Pullen and Rick Kahler in a discussion about the history of IFS and its application in coaching and psychotherapy. IFS was developed by Richard Schwartz, a family systems therapist almost 40 years ago. IFS is an evidence-based therapeutic treatment. They will talk about the basics of IFS and how this powerful tool and philosophy can shift an individual’s relationship with money and address performance gaps.  

Introduction to Our Guest Speaker

Rick Kahler, MS, CFP®, CFT-I™, CeFT® is a pioneer in integrating financial planning and psychology. Rick is a founder of financial therapy and recognized for his pioneering work in that field by InvestmentNews in 2019 with their annual Innovator Award and in 2018 by the Insiders Forum with their annual Iconoclast award. He is a founding board member and Past-Chair of the Financial Therapy Association. In 2020 he became one of the first Certified Financial Therapist-Level I (CFT-I™) and became a Certified Internal Family SystemsSM Practitioner in 2021.

He was named by BusinessWeek as one of the top 15 most experienced financial planners in the nation and Investopedia as one of the top 100 most influential financial advisors. He is a Distinguished Adjunct Professor at Golden Gate University and a past chairman of the South Dakota Investment Council, managing $6 billion,

His work has been featured or cited in scores of periodicals, including ABC News, NBC, CNBC, Fox Business, The WSJ, The Times of London, and The New York Times.  He  writes a weekly column on personal finance and produces a weekly podcast, “Financial Therapy-It’s not just about the money.” He is a co-author of four books blending financial planning and therapy.

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