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What is your
financial archetype?

Your relationship with money can both help and hurt your chances for financial success. Our five-minute quiz will help you identify your dominant and dormant financial archetypes and suggest a course of action.

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Spencer Sherman, MBA

Keynote Speaker and Author of The Cure for Money Madness

Spencer Sherman is a financial expert, public speaker, teacher, facilitator and author. The founder and co-CEO of Abacus Wealth Partners believes that we all can feel ease and freedom with money regardless of how much we have. Why do we do silly or destructive things with money? Why do we spend more than we have? Buy high and sell low? Equate our self-worth with our net worth? In his best-selling book, The Cure for Money Madness (Crown Business, 2009), Spencer shows that when we challenge the money messages we received in childhood, we can transform all aspects of our money life: earning, spending, saving, investing and giving.

Spencer has taught classes and spoken to audiences across the U.S., including at Esalen and Kripalu. He has been quoted in The New York Times, The Wall Street Journal, AARP Magazine and the Los Angeles Times, and was named one of the Top 100 Wealth Advisors in the U.S. by Worth magazine.

A Certified Financial Planner™ professional, Spencer earned his B.A. in economics at Brandeis University (Phi Beta Kappa) and his MBA in finance from the Wharton School at the University of Pennsylvania.

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Speaking Topics

  • How to Get an "A" in Money
  • The Beginners Guide to Beating Investment Professionals
  • The Stress-Free Selling System
  • Enough: How This Idea Changed My Life
  • Collaborate for Profit: How to Flourish with Your Co-Business Owners and Partners

Rainbow Portfolio® Calculator

This tool will help you build a diversified Rainbow Portfolio with mutual funds or ETFs of your choice.

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Spencer's Blog and Podcasts



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