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The BAM ALLIANCE


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       Delivering on the Promise 
     of True Wealth Management 



     

Portfolio Review

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    Questions about your portfolio
    or seeking a second opinion?

    Contact us via our contact form 
    or call 866.545.8816
    (new clients only).
     

    All other inquiries,
    call 800.711.2027.

     

Carl Richards Print E-mail
Carl Richards became an accidental artist with his simple sketches that make complex financial concepts easy to understand. He is a regular contributor to The New York Times each week for the Bucks blog for NYTimes.com. Carl’s sketches also serve as the foundation for his first book, The Behavior Gap (2012). His art has been featured in exhibits and installations across the United States.

Carl regularly appears on American Public Radio’s “Marketplace Money” and writes a column for Morningstar Advisor. He keynotes financial planning conferences and visual learning events. You can find more of his writing and sketches at BehaviorGap.com.

Carl is a CERTIFIED FINANCIAL PLANNER™ professional. He serves as Buckingham's director of investor education
Carl holds a bachelor’s degree in finance from the University of Utah. He lives in Park City, Utah, with his family.