The Yoga of True Wealth

Wisdom from a Heart on Wall Street

Non-Fiction - Inspirational
174 Pages
Reviewed on 09/02/2017
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Author Biography

Francis G. Bitterly, CFP(R), leads a wealth management team for a major Wall St. investment bank based in Red Bank New Jersey as a Managing Director, Wealth advisor and Senior Portfolio management Director. Since graduating from Rutgers University in New Jersey in 1985 with a Bachelor of Science degree in Business Management, Fran has spent the last 32 years committed to helping his clients make wise and well informed decisions about their money to help enable them to achieve all that is most important to them. Fran has been recognized five times by Barron's magazine as one of the nation's top financial advisors. Fran's passion is the study of comparative religions. He and his wife Lisa have three daughters and live in Rumson, NJ and Santa Barbara, California.

    Book Review

Reviewed by Gisela Dixon for Readers' Favorite

The Yoga of True Wealth: Wisdom from a Heart on Wall Street by Francis G Bitterly is a non-fiction book that falls into two distinct genres: philosophy and religion/spirituality on one hand, and finance and investment strategies on the other. It is indeed hard to imagine the two being in the same book, with a few chapters devoted entirely to one topic and a few others to a different one. The first few chapters of the book detail Francis’ years growing up, the death of his mother, and how that affected him, his school and college life, as well as his personal quest toward spirituality and the truth. Then come chapters on his own philosophical insights and thoughts that cover almost all of the world’s major religions, the Eastern philosophies of Hinduism, Buddhism, and Sufism on the Ultimate Reality or Consciousness, topics such as ego, the mind, and attaining nirvana or moksha or enlightenment, along with thoughts and sayings of some of the world’s well known prophets and mystics including Jesus, Rumi, Lao Tzu, etc. Last but not the least, there are a few chapters devoted to wealth management, investments, and finance, with a final conclusion on philosophy once again at the end of the book.

I very much enjoyed reading The Yoga of True Wealth and could agree with a lot of the discussion regarding the metaphysical concepts explored in the book. I thought the writing was candid and straightforward and felt like a pretty easy read. The section on finance was also useful and I found some of the common tips on asset allocation to be helpful and informative. The only thing I wish was that book had been actually split into two separate books because the section on material wealth management just does not fit into a book on moving away from the material world into the spiritual realm. That being said, I definitely found all of the content to be engaging and useful, so I would certainly recommend reading this book.