Learn more about Rick Kahler and why he started Advanced Wellbeing.
Rick Kahler, MSFP, CFP®, CFT-1™, CeFT®, CCIM
Rick Kahler, MSFP, CFP ®, CFT-1™, CeFT®, CCIM, president of Kahler Financial Group, is a life-long resident of Rapid City, SD. He began his professional career in 1973 selling and appraising real estate He founded Kahler Financial Group in 1981. He became the first fee-only Certified Financial Planner™ (CFP ® ) in South Dakota in 1983. In 2020 he became one of the first Certified Financial Therapist-Level I (CFT-I™,) in the nation.
He is co-author of four books on the psychology of money: Conscious Finance (FoxCraft, Inc., Second Edition 2007), The Financial Wisdom of Ebenezer Scrooge (HCI, 2006), Facilitating Financial Health (NUCO, 2016 2 nd Ed.) and Wired For Wealth (HCI 2009). Rick has been a columnist for 30 years for several South Dakota newspapers and is the author of hundreds of articles and whitepapers.
His work as the co-founder of Onsite’s Healing Money Issues workshop, was featured by ABC News’s 20/20 in 2009 and in Wynonna Judd’s book Coming Home To Myself, (New American Library, 2005). The Wall Street Journal, hailed this work as “an innovative effort that combines experiential therapy with nuts-and-bolts financial planning.”
Rick has served on several national boards and is a founding board member and past Chair of the Financial Therapy Association. He is on the faculty at Golden Gate University where he serves as a Distinguished Adjunct Professor and instructs the Facilitating Financial Health graduate course.
In 2019, he was named as one of the financial planning professions “Innovators” by InvestmentNews. In 2018, Rick received the Insiders Forum Iconoclast Award for his groundbreaking work in financial therapy. In 2017 and again in 2019, Investopedia.com named Rick one of the top 100 Most Influential Financial Advisors. In 2012, Investment News named him one of the top 15 financial advisors to follow on Twitter. In 2009, BusinessWeek named him one of the top 15 most experienced planners in the nation.
His firm, specializing in the integration of investment advising, financial planning, financial coaching, and financial therapy, serving small business and real estate owners, professionals, and retirees, as well as individuals and families.
In addition to earning the CFP® designation in 1983, Rick graduated from the American College, Bryn Mawr, PA, in 1988, earning the Chartered Financial Consultant (ChFC) designation. He obtained his master’s degree in personal financial planning in 1999. In 2020 he became a Certified Financial Therapist-Level1 and earned the Certified Financial Therapist (CeFT®) certification from the Financial Transitionist® Institute. In 2021 he became a Certified Internal Family Systems SM Practitioner awarded by the IFS Institute.
He served on and chaired the South Dakota Investment Council and served in leadership capacities with the Financial Planning Association and the National Association of Financial Planning Advisors. Kahler is also a nationally renowned speaker and educator. In 2003, National American University recognized Mr. Kahler with the Alumni Distinguished Service Award.
He has been published or quoted in The Wall Street Journal, The New York Times, The Washington Post, Times of London, ABC News, NBC News, CNBC, SDPB, Forbes, USN&WR, Money, Kiplinger’s, AARP, Money, YahooFinance.com, MarketWatch, Journal of Financial Planning, Financial Planning Magazine. Investment Advisor, Advisor Perspectives, Reuters, Reuters Money, and others.
- Financial Therapy
- Financial Planning
- Asset Protection
- Real Estate
- Small Businesses
- Investment Management
- Speaking and Training
- American Group Psychotherapists Association (AGPA)
- Financial Therapy Association (FTA)
- Financial Planning Association (FPA)
- Certified Commercial Investment Member
- National Association of Personal Financial Advisors (NAPFA)