David Geller

David Geller
JOYN CEO David Geller has gone beyond wealth management to discover ways to bring meaning and joy to his clients’ lives. His quest resulted in JOYN’s Behavioral Wealth Management™ approach to financial advising, which merges wealth management with expertise in behavioral financial science to help clients make better decisions.

4 Questions to Ask Before You Accept That Promotion

By David Geller | October 19, 2020

It’s worth doing some soul-searching before you accept a promotion at work. You want to ensure that the opportunity will positively affect your career and personal happiness.

3 Rules for Successfully Working with Your Significant Other

By David Geller | September 17, 2014

The more than 28 million small businesses in America employ half of the working population. Of those businesses, a quarter—some 7 million—are run by entrepreneurs working from home. And rather than go it alone, many home-based entrepreneurs partner up with a significant other. “Working from home with your spouse can be a challenge in many…