Book Crew: Mick Heyman

Mick Heyman, CFA, is the author of “Mellow Your Money: How to Surf the Market and Build Wealth without Stressing Yourself Out” and the Founder of Heyman Investment Counseling. Has a distinguished 40-year career in wealth management, Mick has built a reputation for helping individuals and institutions grow and preserve their wealth through a stress-free approach to investing.

Mick began his career at a small firm in Cincinnati before advancing to a role in Louisville, where he managed equity portfolios for a prestigious team overseeing billions in assets. Eventually, he transitioned to San Diego, where he now works closely with individual investors, some of whom have been with him for over three decades. Mick holds a bachelor’s degree in economics from Northwestern University and is a Chartered Financial Analyst (CFA). Although his formal education is in economics, Mick’s passion for philosophy and psychology has greatly influenced his understanding of market dynamics, emphasizing the role of human emotion in financial decision-making.

In addition to his book, Mick shares his insights on sound money management through articles on LinkedIn and has been featured in the Wall Street Journal and other financial publications. His work highlights the importance of a balanced approach to wealth, viewing financial health as integral to overall well-being. Residing in San Diego, Mick enjoys an active lifestyle, engaging in tennis, golf, surfing, and practicing meditation, yoga, and qigong. He also has a deep appreciation for mystery novels and Russian literature. To learn more about Mick’s approach to investing, visit Home - Mellow Your Money.

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