University Affiliations

We have established a number of affiliations and leading Universities to assist us with the validation of the DNA Discovery Processes, to conduct ongoing behavioral finance research and for educating students in financial planning.

Our intention is to deepen these relationships and establish additional ones so that we may play a role in the development of the financial services industry, building the overall body of behavioral finance research, educating students to take financial planning to the next level and educating investors to make more empowered decisions with greater knowledge of who they are.

Our affiliations and relationships include:

  • Georgia Institute of Technology (Industrial Psychology Department)
  • Texas Tech University (Applied Finance Department) have used the Financial DNA Discovery Process in their financial planning courses and also members of their faculty are using the Financial DNA Discovery Process for conducting research in areas relating to behavioral finance.
  • Virginia Polytechnic Institute and State University


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