Dr. Somnath Basu – California Institute of Finance
Dr. Basu is the Director of the California Institute of Finance at California Lutheran University. He is a nationally recognized expert speaker and writer within the Financial Planning community.
Dr Basu earned his B.A. in Economics, University of Delhi, MBA (Finance), Marquette University and a Ph.D. (Finance), University of Arizona.
Robert Powell – MarketWatch Retirement Blog
Robert Powell is the editor of Retirement Weekly, a service of MarketWatch from Dow Jones, as well as a columnist and blogger for MarketWatch. Powell was the co-author of “Decoding Wall Street” and the author of “20 Tips for Retirement Investors.” Powell has extensive Internet, broadcast, print and radio experience. He has appeared on Fox Business, The Wall Street Journal’s NewsHub, and WGBH’s Greater Boston with Emily Rooney. His work has appeared in The Wall Street Journal, Financial Times, and The Boston Globe. Mr. Powell is a Research Fellow at the California Institute of Finance.
Steve Vernon – CBS MoneyWatch Retirement Blog
For more than 30 years, consulting actuary Steve Vernon helped large employers design and manage their retirement programs. Now, as a featured writer at CBS MoneyWatch, he helps you meet the new retirement goals: Have enough money to be happy for a long, healthy life. Survive economic meltdowns. Avoid being broke at age 85. Live your life, not the life defined by others. Mr. Vernon is a Research Fellow at the California Institute of Finance.
Alan Moore – Serenity Financial Consulting
Alan is a Certified Financial Planner, founder of Serenity Financial Consulting, and author of the Serenity Financial blog.
With experience working in several nationally recognized firms including Kahler Financial Group and Financial Service Group, Alan combines his industry experience and technical knowledge with his entrepreneurial spirit and penchant for teaching others to create a refreshing style of truly personal financial planning.
Brent Carnduff – The Inbound Marketing Insider
Brent is CIF alumnus – graduating with an MBA in Financial Planning in 2010. He is founder and President of Echelon Business Solutions, an Internet Marketing Company that specializes in working with Financial Services firms.
Prior to returning to CLU for his MBA, Brent was as elementary school teacher and High School Basketball Coach.
Neal Frankle – Wealth Pilgrim
Neal graduated from the California State University San Diego with a bachelor’s degree in Accounting where he graduated with highest honors. He holds the Certified Financial Planner designation (CFP), is a member of the Institute for Certified Financial Planners (ICFP).
With more than 20 years experience in the financial services industry, he now manages over $100 million for everyday investors.
Neal values education as a way to promote professional excellence. He is an active member of the International Association for Financial Planning.
Neal has also lectured widely on financial topics at Mission College and College of the Canyons.
Neal is the author of Why Smart People Lose A Fortune; 5 Steps To Restoring Your Wealth & Sanity, an easy to read book suited for those interested in growing their money safely.
Rick Kahler – Financial Awakenings
Rick Kahler, Certified Financial Planner (CFP ®) MS, ChFC, CCIM and President, Kahler Financial Group, launched his professional career selling and appraising real estate at age 18. In 1981, Rick founded Kahler Financial Group, and became South Dakota’s first fee-only financial planner in 1983. In 2010, Wealth
Manager named Kahler Financial Group as the largest financial planning firm in a seven-state area. In 2009, BusinessWeek named him as one of the top 15 most experienced fee-only planners in the nation.
Kahler is active in the National Association of Personal Financial Advisors, (NAPFA) and the Financial Planning Association (FPA) and has served in a variety of leadership roles including the Journal of Financial Planning Advisory Board and Chair of the 2004 National Retreat. In 2008, the FPA named Rick as a winner of the annual Frontiers Award. Kahler is also a Five Star quality listed advisor with the Paladin Registry, an independent advisor rating firm.
Kahler is a nationally known speaker and educator. He is co-author of four revolutionary books: Conscious Finance (FoxCraft, Inc., 2005), The Financial Wisdom of Ebenezer Scrooge, (HCI, Inc., 2006/2008), Facilitating Financial Health (NUCO 2008), and Wired For Wealth, (HCI, Inc., 2009)
Jeff Rose – Good Financial Cents
Jeff Rose is a Certified Financial Planner and co-founder of Alliance Investment Planning Group.
Four years into his Financial Planning career, his National Guard unit was posted to Baghdad in support of Operation Iraqi Freedom.
After returning in March of 2006, Jeff resumed his Financial Planning career.
He has been blogging since 2008.
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