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 […]

Featuring Veteran Pilot Financial Advisor, Brian Scott’s MBA Financial Planning Experience at California Lutheran University.

Brian Scott’s passion is to work with women clients & finance after he completes his education at California Lutheran University. Before studying for his MBA in Financial Planning, Scott joined the Marine Corps and served as a Pilot for the United States of America. After graduating from California Lutheran University, he plans to partner with […]

Featuring Lead Advisor, Cristina Campbell, CFP®, MBA Financial Planning Experience at California Lutheran University

Cristina Campbell, CFP®, is passionate about assisting her clients in reaching their financial goals by creating effective financial plans and investment strategies. She has over 13 years of experience in the financial services industry and specializes in retirement planning. While studying for her MBA in Financial Planning, Campbell had the opportunity to work at Empirical […]

Featuring G2 Financial Advisor, Megan Duarte’s MS Financial Planning Experience at California Lutheran University

Megan Duarte’s passion is helping clients with their financial needs while assisting them with their financial goals. While studying for her MS in Financial Planning, Duarte had the opportunity to work with her father at Ameriprise Financial Services, LLC. She spent time advising clients on reaching their financial goals within their specific time horizons. Her […]

Navigate Important Financial Decisions for Retirement with Dr. Wade Pfau Ph.D., CFA, RICP® (2/15/2022)

Dr. Wade Pfau, Ph.D., CFA, RICP®, presented on “Navigate Important Financial Decisions for Retirement” On February 15. 2022 at 2 pm PST. Retirement is one of the most significant decisions clients need to make and save for because a retirement fund will help cover medical and general expenses and afford needs and wants. However, several decisions, […]

Motivate Financial Professionals to Succeed in the Financial Services Industry with Angela Ribuffo, CFP®, RICP®, ChFC®, CDFA, CLTC With (2/8/2022)

Dr. Chien interviewed Angela Ribuffo, CFP®, RICP®, ChFC®, CDFA, CLTC on Motivate Financial Professionals to Succeed in the Financial Services Industry on February 8, 2021, at 2 pm PDT. You may feel that you are not moving forward with your career goals or not reaching your financial goals within the time horizon you set when […]

Consider a Career in Financial Planning with Dominique J. Henderson Sr. CFP® (1/25/2022)

Dominique J. Henderson Sr. CFP® has been in the financial services industry since 1998. Ever since he attended elementary school, he was passionate about helping people “win with their money.” With over two decades of experience in the financial services industry, he has built a diverse skill set in strategy, data analysis, investment research, portfolio […]

Assist Clients to “Give It Twice” with a T-CRUT with Dr. Kathleen M. Rehl , Ph.D., CFP®, CeFT® (01/18/2022)

Dr. Chien interviewed Dr. Kathleen M. Rehl, Ph.D., CFP®, CeFT®, on January 18, 2022, at 2 PM PST on Assist Clients to “Give It Twice” with a T-CRUT. There are several options to help secure your family’s future while living off your retirement. Is it possible to protect future inheritance money while making a gift […]

Year-End Investment Updates with Jeremy D Witbeck, MBA, CFA, CFP® (12/14/2021)

Dr. Chia-Li Chien, CFP, PMP, CPBC interviewed Jeremy D Witbeck, MBA, CFA, CFP® on “Year-End Investment Updates” on Dec. 14, 2021, at 02:00 PM PDT. We are not quite finished with 2021 yet!  What steps could you take for your year-end investment before we cross over to 2022? In this session, we will discuss the following topics: Tax Code […]

Biden Tax Updates with Colleen Carcone J.D., CFP® (12/07/2021)

Colleen Carcone J.D., CFP®, presented “Biden Tax Updates” on Dec. 07, 2021, at 05:00 PM PDT. There are a lot of priorities from the Biden-Harris Administration Immediate Priorities, American Rescue Plan, and the American Jobs Plan, just to name a few. Attorney Carcone will help us to break down what changes are expected in the next few years. Guest: Colleen Carcone […]

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