The Currency Consultant Group
Where Identity Meets Wealth.
Advancing Behavioral Wealth Intelligence
Understanding the relationship between identity, behavior, and financial outcomes.
The CCG Distinction
Behavioral Wealth Intelligence™
At the intersection of identity, financial behavior, and economic decision-making, The Currency Consultant Group develops frameworks, education, and emerging technologies designed to transform how wealth is understood, built, and sustained.
We believe financial outcomes cannot be understood through markets, numbers, and strategies alone.
Identity, behavior, decision-making, and financial knowledge influence how individuals and organizations create, manage, and sustain wealth.
Behavioral Wealth Intelligence is CCG's developing approach to understanding these relationships through education, applied frameworks, research, and technology.
Economic Outcomes Are Behavioral Outputs™
Areas of Expertise
The Work
Behavioral Wealth Intelligence
Understanding how identity and behavior shape financial decisions and outcomes.
Performance Mentorship
Develop the discipline, decision-making, and consistency behind trading performance.
Apply for MentorshipExecutive Keynotes
Transforming how leaders think about identity, behavior, and wealth.
Book a SpeakerEnterprise Wealth Education
Equipping organizations with the knowledge and behaviors that support financial well-being.
Explore PartnershipsOur Long-Term Vision
Building an Ecosystem of Financial Intelligence.
The Currency Consultant Group envisions a future in which behavioral intelligence informs financial education, investment research, technology, institutional decision-making, and wealth development across generations.
Financial Intelligence & Research
Exploring the intersection of economic markets, human behavior, and financial decision-making.
Behavioral Technology
Developing concepts for digital tools that help individuals better understand financial behaviors and decision patterns.
The Currency Curriculum™
An emerging educational vision designed to bring financial knowledge, behavioral awareness, and practical wealth-building concepts to diverse learning environments.
Currency Kids™
An early-stage concept focused on helping younger generations develop healthy financial habits through accessible, age-appropriate education.
Future initiatives and concepts in development.
The Founder
Rachel Roberts
Founder & CEO | Behavioral Wealth Strategist
Rachel Roberts is the founder of The Currency Consultant Group™, an enterprise focused on the intersection of identity, financial behavior, and wealth development.
Through Identity-Based Trading & Investing™ and CCG's evolving behavioral wealth frameworks, she is developing an approach to financial education that places human decision-making at the center of economic outcomes.
Her long-term vision is to build CCG into a diversified financial intelligence enterprise spanning education, research, technology, and institutional solutions.
