Dr. Dan Pallesen
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Dr. Dan is a licensed clinical psychologist whose focus is in the field of Positive Psychology and B
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About Dr. Dan
Dr. Dan is passionate about helping others live their best lives. He is a licensed clinical psychologist whose focus is in the field of Positive Psychology, which is the science of happiness and fulfillment. Dr. Dan’s approach with people is to focus on strengths and bring clarity to the issues of purpose and meaning in their lives. He has worked for over 10 years in many settings including counseling centers, private practice, military clinics, and even federal prisons.
As the Chief of Investor Behavior, Dr. Dan works with the clients of Keystone Wealth Partners to enhance their communication with their advisor, their spouses, and others. He also helps clients set and pursue goals in retirement and understand how behavioral biases may impact investment decisions and other actions. And to help Keystone advisors offer the best individualized recommendations for their clients, Dr. Dan works directly with the members of the Keystone Team to understand the unique needs and desires of their clients.
Dr. Dan grew up in the Midwest but warmer weather won out when the time came for college and he moved to Southern California to attend Biola University, where he completed his undergrad and graduate degrees.