Author, Professor & Executive Coach
Dr. Charles Chaffin helps financial advisors, executives, and firms understand the psychology behind decisions, risk, and goals through coaching, keynotes, and research.
200+ presentations across North America, Europe, Asia & Africa • Professor of Practice, Iowa State University • Co-founder & CEO, Money & Risk Inventory™
New York, NY
Understanding how people really decide
Dr. Chaffin writes, consults, coaches, and teaches in Financial Psychology, goal-setting, and the intersection of industry with educational and cognitive psychology. He identifies the factors that shape clients’ decision making and the advisor-client relationship — based in New York and a Professor of Practice in the College of Human Sciences at Iowa State University.
More on his coaching work →Keynotes & workshops that move rooms
Signature talks on client decision-making, bias, and the advisor-client relationship — built for conferences, off-sites, and internal training.
View Topics & ReelCo-founded and led as CEO by Dr. Chaffin, MRI™ gives advisors a comprehensive profile of a client’s financial psychology and risk comfort — used by firms worldwide to uncover biases, behaviors, and perceptions.
Visit Money & Risk Inventory →Dr. Chaffin talks with advisors, researchers, and executives about the psychology behind money, goals, and risk.
Listen to the podcast →
The Goal Standard
Dr. Charles Chaffin 