Chia-Li Chien, PhD, CFP®, PMP®

Chien, C.L. (2018). What Are the U.S. Retirement Population Comprehensive Assets’ Success Rates? Base Model. Chicago, IL: 2018 Academy of Financial Services. (Oct. 2, 2018)

Chien, C.L. (2018). What Are the U.S. Retirement Population Comprehensive Assets’ Success Rates? (Part 1) Arlington, VA: 2018 Academic Research Colloquium for Financial Planning And Related Disciplines, CFP Board.

Chien, C.L. (2017). WMCP™ Wealth Management Certified Professional. Bryn Mawr, PA. The American College of Financial Services. (two chapters contributor)

Chien, C.L. (2017). Advising Privately Business Owners Industry Specific Selling Factors. Nashville, TN: 2017 Academy of Financial Services.

Chien, C.L. (2017). Will Pro Bono as Continuing Education credits enhance CFP as a profession in extending social contracts? Nashville, TN: 2017 Academy of Financial Services.

Chien, C.L. (2017). Selling a Planning Practice: The Relationship between Revenue Multiple and Revenue Size. Journal of Financial Planning 30 (3): 52–61.

Chien, C.L. (2017). Can the Social Security Trust Fund Sustain Financial Stability if Individuals Opt Out? Arlington, VA: 2017 Academic Research Colloquium For Financial Planning And Related Disciplines, CFP Board.

Chien, C.L. (2017). Selling a Planning Practice: The Relationship between Revenue Multiple and Revenue Size. Arlington, VA: 2017 Academic Research Colloquium For Financial Planning And Related Disciplines, CFP Board.

Chien, C.L. (2016). Connecting “Filial Piety” Culture Heuristic to Successful Retirement Planning for Asian American Immigrants. Las Vegas: 2016 Academy of Financial Services. https://goo.gl/Kzujbj

The following two tabs change content below.

• Bio
• Latest Posts

Chia-Li Chien

Assistant Professor and Director of Financial Planning Program at California Lutheran University School of Management

Chia-Li Chien, Ph.D., CFP®, PMP, is a Succession Strategist of Value Growth Institute, dedicated to helping private business owners increase the equity value of their firms. Dr. Chien is also Assistant Professor and Director of the Financial Planning Program at California Lutheran University. She is the award-winning author of the books "Show Me the Money" and "Work Toward Reward." Dr. Chien can be reached at jolly@chialichien.com.

Latest posts by Chia-Li Chien (see all)

• Do-over Exit? - May 14, 2019
• The Future of Financial Advising - April 24, 2019
• Show Your Love in Social Security Claiming - April 23, 2019

No comments