Faculty: Rick Kahler

Rick Kahler, MS, CFP

Adjunct Professor

Financial Planning

San Francisco
faculty bio

Rick Kahler, MS, CFP is a fee-only financial planner, speaker, educator, and columnist. Rick is a pioneer in the emerging field of financial therapy, integrating financial planning and psychology.

In 2009 BusinessWeek named him one of the top 15 most experienced planners in the nation. In 2008, the Financial Planning Association(R) named him as a 2008 Financial Frontiers Awards winner. His firm is listed by Wealth Manager magazine as the largest financial planning firm in a seven-state region. He is also a past chairman of the South Dakota Investment Council, managing $6 billion.

His work and research has been featured or cited in scores of periodicals and books, including NBC's Today, ABC's 20/20 and Good Morning America, The Wall Street Journal, The New York Times, The Washington Post, USA Today, Money magazine, BusinessWeek, and MarketWatch. He is a co-author of four revolutionary books on money, financial planning, and therapy: Facilitating Financial Health (NUCO 2008), Conscious Finance (FoxCraft 2007), The Financial Wisdom of Ebenezer Scrooge (HCI 2006) and Wired For Wealth (HCI 2009).


FI 498UFacilitating Financial Health: Tools for Financial Planners and Coaches


College for Financial Planning- Masters, Financial Planning (1992-1999)

National American University- Bachelor of Science, Financial Planning (1972-1999)


President, Kahler Financial Group


Facilitating Financial Health: Tools for Financial Planners, Coaches, and Therapists by Brad Klontz, Rick Kahler CFP, and Ted Klontz, 2008, (1st Ed.) National Underwriter Company (NUC).

The Financial Wisdom of Ebenezer Scrooge : 5 Principles to Transform Your Relationship with Money Financial by Ted Klontz, Rick Kahler CFP, and Brad Klontz, 2005, (1st Ed.) Health Communications Incorporated (HCI).