The Passion for Financial Planning with John Thiel

John Thiel is an Assistant Vice President and Advisor at Wealthspire Advisors in the San Rafael Office, where he leads client meeting relationships and other advisors on their client relationships. His interest in financial planning began when his father was doing well in his business, and he hired a financial advisor. As a result, his […]

Starting Your Own Practice with Ty B. Kopke

Ty. B. Kopke founded Silver Oak Leaf Financial Services LLC to provide comprehensive financial planning, specializing in small business owners and military personnel. Although he had several job offers from the largest broker-dealers, he wanted to focus on taking care of his clients rather than selling products and generating more assets under management. While attending […]

Women in Financial Planning with Kami Niebank

Kami Niebank is a Deputy Chief Compliance Officer at California Public Employees’ Retirement System (CalPERS), where she works on investment and ethics compliance. Before she joined CalPERS, she worked in the private sector in the financial services industry for ten years and has been at CalPERS for 25 years. Her 25 years at CalPERS include […]

Starting your Own Practice with Galen Herbst

Galen Herbst has his practice in the financial services industry. His interest in financial planning began while working in a different career. He wanted to change his career that financial planning “cross is professional expertise, project management, and the interest in personal finance.” When starting his practice, Herbst considered “whom did I want to work with and […]

Importance of Creating Your Alphabet Soup with Kris Etter

Kris Etter runs Beacon Financial Planners, his financial planning firm. He has over 20 years of experience in financial planning, insurance, and investments. He began his journey as an intern for a Broker Dealer in college. After college, he started his professional career at a large insurance company and learned risk management. He wanted to […]

The Financial Planning Career with Eddie Kramer

Eddie Kramer is an Abacus Planning Group shareholder and leads the Fredericksburg, Texas, office. He returned to his hometown in Fredericksburg, Texas, for fee-only financial planning through Abacus Planning Group. He works with families through comprehensive financial planning, specifically with their “goals, their long-term cashflow planning. Insurance (personal and business), property, tax planning, and estate […]

3rd Generation Financial Planner with Chad Charton

Chad Charton is a 3rd generation financial services financial planner. From a young age, he knew he wanted to be in business and was introduced to financial planning by his family members. He loves the process and the impact that helps clients achieve their financial goals. He selected the California Lutheran University MBA Financial Planning […]

Beyond Financial Planning with Chad Gann

Chad Gann has been in the air force for almost 26 years, and for the last 10-12 years, he was a diplomatic overseas. He attended California Lutheran University MBA in Financial Planning program to transition from being in the air force to becoming a CFP. However, due to his assignments in the air force, he […]

Meet Rafael Nieves Rios

California Lutheran University Financial Planning Scholarship & FinServ Foundation Scholarship 2022 Awardee Rafael Nieves Rios   In June 2022, the California Lutheran University Financial Planning scholarship was awarded to Rafael Nieves Rios. This scholarship was jointly established with the CFP Board Center for Financial Planning. Scholarships aim to help increase the number of CFP professionals […]

2022 Excell Conference

The 2022 Excell Conference was hosted in the Cosmopolitan Hotel in Las Vegas, Nevada. I want to take a moment to thank the FinServ Foundation for awarding me the scholarship to attend a fantastic event. The financial services industry is evolving and changing as new regulations are passed and new technologies are provided to help […]

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