August 13, 2024

Mick Heyman Shares Wisdom and Insight on Wealth Creation and Management (Episode # 489)

Mick Heyman, with 40 years in wealth management, is the Founder of Heyman Investment Counseling. He helps individuals and institutions of all sizes to build and preserve wealth with his stress-free method for mellowing your money.

He has worked with both a small firm and a team of top equity managers, where he managed billions in assets for clients. Based in San Diego, CA he works with investors, some of whom have been with him for more than 30 years.

Mick, a designated CFA (Chartered Financial Analyst), received a Bachelor of Economics degree from Northwestern University. His additional study of philosophy and psychology showed him how human emotion drives the market. Mick’s understanding of human nature and his appreciation for long-term trends is what helps him to make better money decisions for himself and his clients.

The author of “Mellow Your Money: How to Surf the Market and Build Wealth Without Stressing Yourself Out,” his articles on sound money management for health, wealth, and wisdom have been published in the Wall Street Journal, financial publications, and on LinkedIn. Today, he speaks with Dr. Karen about best practices for both individual and institutional investors and strategies for different personalities and levels of experience.

Mick Heyman enjoys playing tennis and golf, surfing with his kids, reading mysteries and Russian literature, and juggling.

Contact Mick Heyman at Mick@mellowyourmoney.com

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