During his more than 25 years in financial planning, David Geller has advised some very wealthy clients. However, despite their wealth, many of Geller’s clients were struggling to create the life they desired. Â Having achieved success in accomplishment, they found themselves still searching for greater satisfaction, happiness and meaning in life.
As CEO and co-founder of GV Financial Advisors, one of Atlanta's leading wealth management firms, Geller knew he had to do something about this troubling realization; especially since he himself had dealt with similar feelings. Geller faced divorce and the aftershocks it brought with it in 2004 and in the midst of the transition discovered the weak correlation between wealth and happiness.
In his new book, Wealth & Happiness: Using Your Wealth to Create a Better Life, Geller puts his quarter century in financial planning and lessons from his own life to work for those struggling with stressful jobs, life-altering events and the burden of managing their financial futures. Through his fable, turned self-help storytelling, Geller delves deeply into the confounding relationship between wealth and happiness. He confirms and advances the renowned philosopher Aristotles theory that happiness is the meaning and purpose of life, the whole aim of human existence.
Geller uses the fictional story of Joe,an over-worked, super-stressed and soon-to-be divorced executive in fable form to get to the real reason for writing his book: To fully explain his Guided Wealth Transformation process. Through years of interaction with financially wealthy clients, Geller, together with his colleagues and business partners, identified five basic barriers to using wealth to help create true happiness and developed more than 40 tools to help their clients overcome the obstacles and build the lives they desire.
Mr. Geller is a Phi Beta Kappa graduate of Emory University, where he earned both his B.A. and his M.A. He earned his law degree from the University of Michigan Law School and worked as an associate attorney for the Atlanta-based law firm, Powell, Goldstein, Frazer & Murphy, LLP, before entering the financial planning field in 1986 and starting GV Financial Advisors in 1991.
For the past three years, Geller has been named one of Barron’s top financial advisors, and in 2009 he received the prestigious Turknett Leadership Character Award. The Atlanta Business Chronicle named his firm one of Atlanta’s top wealth management firms for 2011.