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David Geller
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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. 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 Aristotle’s 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.

Geller’s book is now available through iTunes, Amazon and www.GVFinancial.com.

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.

Entries by David Geller

It's Coming

(3) Comments | Posted May 30, 2013 | 3:35 PM

The Dow recently rose above 15,000 for the first time. The S&P 500 has also risen into uncharted territory.

It's coming.

Since the lows of 2009, the market has more than doubled in value.

It's coming.

After pulling money out of stock mutual funds for the past five years,...

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The Choice

(0) Comments | Posted May 17, 2013 | 3:21 PM

We all have our challenges. Our children are driving us crazy. Too much going on at work, and not enough time to get it done. Our body sends us daily reminders that life is not what it used to be.

Few of us, however, face challenges comparable to Susan Spencer-Wendel's....

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My Advice to My Graduating Son: I Hope You Fail

(0) Comments | Posted May 6, 2013 | 1:18 PM

My son, Daniel, is graduating from college this spring. I imagine his graduation will feature a keynote speaker who will give sage advice to the graduating students.

I was thinking about what I would say if I was addressing my son and his classmates, charged with imparting wisdom to that...

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The Masters Tournament Reminds Us of Importance of Tradition

(0) Comments | Posted April 12, 2013 | 4:13 PM

It's got to be the largest concentration of pimiento cheese sandwiches and payphones in the world. I'm talking about the world-famous Masters Tournament, held the first full week in April at Augusta National Golf Club every year.

Cell phones are strictly forbidden. Get caught with one inside and you could...

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6 Tips to Survive the Fiscal Cliff

(0) Comments | Posted December 17, 2012 | 8:58 AM

America is rapidly hurtling toward the metaphorical fiscal cliff.

If you listen to the myriad of voices sounding off on the topic, you'll know that our country goes off this fiscal cliff on January 1 when $500 billion in tax increases and across-the-board spending cuts take effect. The pundits warn...

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Thanks for the Business, Goldman Sachs

(18) Comments | Posted October 26, 2012 | 10:34 AM

This ought to be good -- at least for my business. We got a deeper glance inside the inner workings of one of the country's largest financial institutions with the release of Greg Smith's book, Why I Left Goldman Sachs: A Wall Street Story. Based on his previous op-ed in...

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Money Can't Buy Success

(3) Comments | Posted October 5, 2012 | 10:51 AM

How do you measure the success of a business? For most of us, we measure a company's success in financial terms. What are the company's sales and profits? Are revenue and profits growing or shrinking? Is the management team delivering a reasonable return to its shareholders?

For public companies, defining...

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Back to Class: Your Kids and Your Money

(1) Comments | Posted August 29, 2012 | 6:45 PM

It's time for kids to go back to school, and it won't be long before our children start reaching for our wallets to keep up with their friends' spending habits. As parents, we need to figure out when to say 'yes' and when to say 'no.'

As a financial planner,...

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Risk vs. Reward: Peyton Manning's Quest for Happiness

(2) Comments | Posted August 14, 2012 | 3:11 PM

In my line of work as a financial adviser, I'm often asked about risk. Primarily, the questions are around the risk of choosing one path or one investment over another. Very few of my decisions have to do with life or death. That's why I have followed the Peyton Manning...

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Aging with Grace: My Dad, My Role Model

(1) Comments | Posted July 25, 2012 | 10:49 AM

As a kid, I wanted to be like my dad. I still do.

When elementary school kids get together, talk inevitably turns to whose dad could beat up whom. As we got a little older, it turned to whose dad worked where, each of us hoping to follow in our...

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Workload Overload: When is Enough, Enough?

(19) Comments | Posted June 14, 2012 | 11:15 AM

I learned early on in my career as a financial advisor that my job is to help clients access their own wisdom to make their own right choices. It is not about cajoling or coaxing them into doing things they really don't want or care to do.

Case in point:...

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Richer, But Not Happier: America's Financial Conundrum

(0) Comments | Posted May 17, 2012 | 1:00 PM

Back in the 1950's, my father was a home builder. The first house he ever built was less than 900 square feet and sold for under $10,000. The man who bought the house from my dad couldn't have been happier. It was his first home -- and he went on...

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A Graceful Exit: How to Retire Happily

(1) Comments | Posted April 24, 2012 | 5:35 PM

Those of us old enough to remember phones without touchpads, much less texting, certainly remember the old Morton salt slogan "When it rains, it pours." It's an iconic advertising campaign that resonated nearly 100 years ago -- and still rings true today. Need an example? There are 81...

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Mega Millions Winner: Here's My Advice

(10) Comments | Posted March 30, 2012 | 12:31 PM

Dear Lottery Winner,

Congratulations on winning $640 million! You must be feeling great right about now, and my hunch is that you also are feeling a bit overwhelmed and anxious about what to do next. As a financial advisor, let me give you a bit of unsolicited advice....

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