CFP® President of MIFI Wealth

SOLOMON HALPERN, CFP(R) President of MIFI Wealth

Phone: 303.449.6125

Professional Background

Solomon Halpern is president of MIFI Wealth, and the original pioneer of Mindful Finance. He has over 23 years of experience in financial markets and managing businesses. His broad investment background includes creating proprietary impact and traditional investment strategies, managing outside managers, and structuring and analyzing private investments, with a specialty in private credit.

Sol brings over 35 years of mindfulness meditation practice to his professional life, which is essential to MIFI Wealth’s investment management philosophy and business goals.

Sol earned a bachelor’s degree with distinction in Industrial Relations and a minor in Environmental Studies from McGill University in 1997. He is a Certified Financial Planner™ professional, and holds a Series 65 Uniform Investment Advisor License.

Sol consults and has taught on the topic of Mindful Finance in some of the largest financial institutions in the world as well as at universities, including Bank of America, the University of St. Gallen, and Bordeaux’s Kedge Business School.  Sol is a meditation instructor, and has mentored children, young adults, and staff at mindful leadership summer camps in Europe, Canada, and the United States for over 25 years.

Sol likes to travel, garden, golf, and meditate. Sol and his wife live in Boulder, Colorado. They have two adult sons.

Certified Financial Planner™

“Mindful Finance”

Sol is the original pioneer of Mindful Finance. Through his work as an investment advisor, writer, lecturer, and consultant, he articulates all the ways that mindfulness practices can help individuals and organizations harness finance as a transformative force for personal and societal well-being.

After years of practicing and contemplating Mindful Finance without talking about it, Sol began blogging about Mindful Finance in 2013, later launching the Mindful Finance Podcast with his business partner Jesse Grimes. Sol regularly writes on the subject and speaks about the intersection of mindfulness and finance in diverse settings, from global banks to university classrooms and yoga festivals.