ATLANTA GA — It’s a classic tale with a modern, monetary twist: Guy loses the love of his life, half his wealth and almost everything he thought mattered, only to find happiness in the depth of despair when he realizes money can’t buy happiness—but it can help create it.
In his new book “Wealth and Happiness: Using Your Wealth to Create a Better Life,” GV Financial Advisors CEO & Co-Founder David Geller puts his 25 years in wealth management—and lessons from his own life and loss story—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 into the confounding relationship between wealth and happiness. In the process, he confirms Aristotle’s theory that “Happiness is the meaning and purpose of life, the whole aim of human existence.”
Atlanta-based 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 story: helping people think about and use their wealth differently. Through years of interaction with financially wealthy clients, Geller, together with his colleagues and business partners, identified five basic barriers to using wealth to create true happiness. Their work went on to incorporate new scientific research about decision-making and life events — the foundation for what would become GV’s new wealth management model, Behavioral Wealth Management.
“Our tools and process reflect our purpose and our passion,” Geller said. “Every day, with every client, we look for ways to enhance their lives–and those of the people they love–by helping them better manage money and mindsets.”
Geller applied his own very personal experiences to his protagonist, Joe, and his financial advisor and confidante, Randy. Like Joe, Geller faced divorce (and the aftershocks it brought with it) in 2004. In the midst of his transition, he discovered the weak correlation between wealth and happiness.
Geller has dealt with clients going through similar, life-altering events like the death of a spouse or exit from a business.
“There’s a simple message in my book,” he continued. “Happiness is a state that can be created through the better use of wealth to build more meaningful and satisfying lives. But to do so, we must undergo a series of paradigm shifts.”
About David Geller
Atlanta’s David 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. He then entered the financial planning field, starting GV Financial Advisors in 1991.
For the past three years, Barron’s has named David Geller to its annual list of top financial advisors. In 2009, he received the prestigious Turknett Leadership Character Award. And in 2011, the Atlanta Business Chronicle named GV Financial Advisors one of Atlanta’s top wealth management firms.