Investor Education

“With 10,000 baby boomers turning 65 a day, there has never been a bigger need for financial education than there is today.” – David Bach

We believe that no two investors are the same and that no two investment strategies should be either.

Our mission at AE Wealth Management is to help individuals and families work toward their investment goals through transparent and objective-based asset management.  We strive to help you feel in control of your finances, fostering good money habits and a greater sense of well-being.

But, how do we accomplish this? Introducing David Bach.

bach-headshotAs a co-founder of AE Wealth Management, David, our Director of Investor Education, brings over two decades of industry expertise and personal prowess to help you learn more about finances and how it can work for you.

A renowned financial expert and media personality, keynote motivational speaker and creator of the largest and most successful seminar program with Smart Women Finish Rich and Smart Couples Finish Rich, David will play a key role in helping you understand the financial complexities and enable you to work with your financial advisors in a whole new way.

About David Bach

David is incredibly excited to be taking on the role of Director of Investor Education for AE Wealth Management. He’s personally spent over two decades of his life working with retirees and teaching millions of people around the world how to be smarter with their money

Co-founder of AE Wealth Management and Director of Investor Education, Bach has dedicated his life to revolutionizing the way people learn about money. Bach is the author of nine consecutive New York Times bestsellers, including two # 1 New York Times business bestsellers; Start Late, Finish Rich and The Automatic Millionaire. In all, his FinishRich® books have been published in more than 18 languages, with more than 7 million copies in print.

A renowned motivational and financial speaker, Bach regularly speaks at the world's leading financial service firms, Fortune 500 companies, universities and national conferences. Bach is also the creator of the FinishRich® seminar series, which highlights his quick and easy-to-follow financial strategies, and which has been taught to more than 750,000 people nationwide.

Bach is a regular in the media, having been a contributor to NBC Today with over a hundred appearances, CNN American Morning, ABC Money Talk, as well as regular appearances on CBS, Fox, CNBC, Fox Business and many others. He has been a contributor to Yahoo Finance, AOL, Redbook, Smart Money and Oprah.com.  His radio show the FinishRich® Minute with David Bach aired on Westwood One, with over a million listeners weekly, and his show FinishRich® with David Bach aired on SiriusXM.

Prior to founding his financial education company FinishRich® Media, he was a senior vice president of Morgan Stanley and a partner of The Bach Group, which during his tenure (1993 to 2001) managed more than half a billion dollars for individual investors. He was the Vice Chairman of Edelman Financial Services (2014 to 2015) which managed $13 billion for its clients.