About Us

A Message From Bob Wheeler…

We all have an embarrassing story regarding money. And it happens when our emotions dictate our choices. Today is a wonderful opportunity to review your money beliefs and preconceived notions. Let’s conquer your money shame. Let me share a story with you.

Many years ago, I had lunch with a wealthy friend I had not seen in a long time. I insisted I would treat him for lunch. We had a fabulous meal at a fine dining establishment and I paid the tab with a credit card. To my dismay, the card was declined, so I provided a second card, which to my embarrassment and shame, was also declined. My friend then paid the bill, as I had no other credit cards. I wrote him a check to reimburse the cost of lunch and you guessed it! My check bounced. Humiliating!

I know the shame of not having money at the right time, not being able to pay my bills on time, have food in my fridge and have a positive flow in my bank account. I have felt my stomach churn, my blood pressure rise and the panicked feeling of humiliation, shame and personal disgust at my inability to handle money. Even as I became a registered CPA, I had not yet applied sound financial concepts to my own life.

We all deal with financial issues and choices every day. Most of what we learned about money came from our family. How they thought and reacted to money choices shaped our thinking today.

But, have you ever stopped to consider that maybe they didn’t know what they were doing? Maybe you set unrealistic goals based on other’s ideas and mandates. If you are overwhelmed with credit card debt, can’t seem to save money and feel hopeless and afraid just thinking about money – it is time for a change. Let’s conquer money shame and create a positive plan for long-term success.

You are not a failure. You are not unworthy. And, you are not alone!

With The Money Nerve concept of proactive intentions, followed by thoughtful actions, you can build a life of abundance. Walk toward the future with confidence and clarity.

Bob’s personal narrative:

Be the change you want to see in the world.
~ Mahatma Ghandi

As a man of true integrity with infectious energy, Bob Wheeler offers a simple and effective method for creating a healthy relationship with money. A popular radio show and podcast guest, Bob also hosts a weekly podcast, Money You Should Ask, where he shares his concept of personal finance and invites guests to share their personal financial journey. Bob conducts numerous Radical Abundance and Money at its CORE seminars internationally and across the U.S.A. Bob is a ‘CORE Energetics’ and Radical Aliveness Practitioner.  His crusade for holistic personal growth has cross-pollinated with his accounting practice to deliver a new approach to personal finance. Bob explores the emotions surrounding money management in his book, The Money Nerve: Navigating the Emotions of Money. His passion is to help others gain insight into why their emotions trigger financial decisions.

While building his accounting practice, Bob simultaneously pursued his love of satire and ventured into the realm of standup comedy. Blending his wittiness with 25 years of helping clients, Bob’s approach to money integrates warmth and humor. He shares his budgeting directives with a liberal dose of inspiration and motivation to anyone with monetary concerns. In addition to his CPA practice, Bob is also the CFO for The Comedy Store in West Hollywood and La Jolla, California.

Bob graduated from Rhodes College in Memphis, Tennessee. His world travels lead him to all points on the globe, especially those at high altitudes. He climbed Africa’s Mt. Kilimanjaro, ascended 17,598 feet in Nepal to the Mount Everest Base Camp and reached the summit of several smaller mountains in between. Bob’s experiences on the road, facing his personal struggles, and assisting clients in the office have inspired him to assist others. Bob’s witty and non-judgmental approach to personal finance provides guidance to anyone who wants to create a new path to financial freedom.

As a man of true integrity with infectious energy, Bob Wheeler offers a simple and effective method for creating a healthy relationship with money. A popular radio show guest, Bob also hosts a monthly radio show, The Money Nerve®, where he shares his concept of personal finance and invites listeners to call in with their questions. Bob has conducted numerous Proactive Abundance and Money at its CORE seminars throughout the greater Los Angeles area and is a Certified CORE Energetics Practitioner.  His crusade for holistic personal growth has cross-pollinated with his accounting practice to deliver a new approach to personal finance. Bob explores the emotions surrounding money management in his recent book, The Money Nerve: Navigating the Emotions of Money. His passion is to help others gain insight into why their emotions trigger financial decisions.

While building his accounting practice, Bob simultaneously pursued his love of satire and ventured into the realm of standup comedy. Blending his wittiness with 25 years of helping clients, Bob’s approach to money integrates warmth and humor. He shares his budgeting directives with a liberal dose of inspiration and motivation to anyone with monetary concerns. In addition to his CPA practice, Bob is also the CFO for The Comedy Store in West Hollywood, California.

Bob graduated from Rhodes College in Memphis, Tennessee. His world travels lead him to all points on the globe, especially those at high altitudes. He climbed Africa’s Mt. Kilimanjaro, ascended 17,598 feet in Nepal to the Mount Everest Base Camp and reached the summit of several smaller mountains in between. Bob’s experiences on the road, facing his personal struggles, and assisting clients in the office have inspired him to assist others. Bob’s witty and non-judgmental approach to personal finance provides guidance to anyone who wants to create a new path to financial freedom.

For more information on Bob’s accounting practice,

please visit his accounting website at: