Have you ever wondered where your hard-earned money went? How satisfied are you in reaching your financial independence? California Lutheran University has a not-for-credit course in Introduction to Personal Finance. The course is designed for working adults to enhance their financial journey. The course provides an overview of the financial journey and necessary tools in […]
Kendyl Roundtree loves her job and helping others so much as a Certified Financial Planner that she genuinely feels she is not working! Roundtree is a well-accomplished young woman for her young age, working her way up the career ladder in financial planning. Roundtree went to Loyola Marymount University in Los Angeles to study for […]
Dr. Chien will interview Jeremy D Witbeck, MBA, CFA, CFP® on “Year-End Investment Planning” on Dec 9, 2020, at 1:00pm PST. We could all agree that 2020 is an outlier year compared to the historical cycle. The new normal shapes our life going forward. In this session, we will discuss the following questions: Tax Code Refresher […]
Dr. Chien will interview Ashley Murphy, CFP®, AIF® on “What is International Financial Planning?” on Dec 2, 2020, at 1:00pm PST. Globalization fuels the need to move top talents to enable them to expand their markets. As a result of these talents who are working outside of their home countries, their wealth grows internationally. Hence, […]
Dr. Chien will interview Dr. Vlad Vaiman on “Why Talent Management is Important for Financial Planning Practices?” on November 11, 2020, at 1:00pm PST. The aging advisor population and shortage of talents in the Financial Planning industry could reshape the profession. In this session, we will discuss the following questions: The latest Executive Talent Management […]
Dr. Chien will interview Dr. Ekta Kumar on “How to Counsel Clients Without Shaming Them?” on November 3, 2020, at 3:00pm PST. Many of us were taught not to talk about money when growing up. But, the more we make, the more we need to seek help in accumulating wealth. So we can achieve financial independence […]
Dr. Chien will interviewed Dr. Daralee Barbera on “How to Enhance a Diverse Environment to Grow Your Practice?” on October 28th, 2020 at 1:00pm PST. Approximately twenty-three percent of CFPs are women, and less than four percent of CFPs are people of color. What steps could we do to help the diversity effort for the financial planning profession? Our […]
Dr. Chien interviewed Sheena Parrish, Accredited Financial Counselor (AFC®) on “Why CFPs should consider AFC into their business model?” on October 7th, 2020 at 1:00pm PST. The financial planning/service industry adapts quickly to consumer needs. The traditional commission-based business model (or transaction-based) faced compressed commissions. As a result, many CFPs transitioned into either fee-based or fee-only […]
How to Use Financial Counseling and Coaching Skills to Help Your Clients? Failure scares many of us, if not all of us in some way. Whether it is something big like not achieving our dream job or something small like undercooking a chocolate birthday cake. Carrie Beckstrom, an expert in communicating and the CEO of […]
John Thiel has three passions; financial planning, deepening his knowledge, and salsa dancing. His path to being a financial advisor at Private Ocean evolved when he started university. Thiel earned his bachelor’s degree in Business Administration with an emphasis in International Business at California State University of Sacramento. During this time, he spent nine months […]
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