Category: General Financial Planning (page 1 of 3)

What Matters the Most? with Kathleen M. Rehl, Ph.D., CFP®, CeFT® (11/09/2021)

Dr. Chien interviewed Kathleen M. Rehl, Ph.D., CFP®, CeFT®, on “What Matters the Most? Help Your Clients Write Legacy Letters for Family and Friends” on Nov. 09, 2021, at 02:00 PM PDT. In the Estate Planning Section from the comprehensive financial planning, we often recommend clients to write a “final letter of last instruction.” A final letter […]

Changing Your Financial Behaviors Through Stories with Jake Cousineau (11/02/2021)

Dr. Chien interviewed Jake Cousineau, on “Changing Your Financial Behaviors Through Stories ” on Nov 02, 2021, at 02:00 PM PDT. We learn how to manage money in very different ways. Some of us are lucky to have excellent role models at home. For example, Dr. Chien watched, learned, and modeled after her parents at a […]

Integrating Interpersonal Neurobiology into Financial Planning with Julie Fortin, CFP®, FBS®, CeFT® (10/05/2021-Canceled)

Due to an unforeseen situation, our guest  Julie Fortin, CFP®, FBS®, CeFT® canceled this interview on Oct. 5, 2021, at 2:00 PM PDT. We sincerely apology the inconvenience. We will re-schedule Dr. Chien to interview Julie Fortin, CFP®, FBS®, CeFT®, on “Integrating Interpersonal Neurobiology into Financial Planning” in Spring 2022. Guest: Julie Fortin, CFP®, FBS®, CeFT®, is a Partner and […]

Applying Financial Behaviors to Build Your Wealth with Joel Franks (09/21/2021)

Dr. Chia-Li Chien, CFP, PMP interviewed Joel Franks, on “Applying Financial Behaviors to Build Your Wealth” on Sept 21, 2021, at 2:00 PM PDT. From consumers to financial planning practitioners, everyone needs to understand what financial behaviors are. However, very few know how to apply them when working with clients. In this interview, Dr. Chien […]

California Lutheran University Financial Planning Featuring Student Bryan Molinar

Financial Planning student Bryan Molinar is dedicated to learning, teaching, and expanding his knowledge. When he isn’t working as a Financial Advisor at Rosenbach Private Wealth Management Group of Wells Fargo Advisors, he is either studying at California Lutheran University or helping others be more financially literate. After finding his passion for finance and falling […]

Sell with Emotion Through Social Media with Sarah E. Williams (09/07/2021)

Dr. Chia-Li Chien, CFP, PMP, interviewed Sarah E. Williams, on “Sell with Emotion Through Social Media” on Sept 07, 2021, at 2:00 PM PDT. Peer-influencing has dominated how consumers seek advice. Many financial planning practitioners navigate popular social media platforms with compliance guards.  Ms. Williams will share with us how to best leverage social media platforms with […]

California Lutheran University Financial Planning Featuring Faculty William Klepper, MBA, CFP ®

August 5, 2021 Professor William (Bill) Klepper started his career in teaching by “picking up the phone.” His employer, Bill Mason, asked him one day if he would be interested in teaching. Having thought about the idea of it previously, Klepper enthusiastically replied with a yes. When interviewing for the job, one of the questions […]

Financial Planning Program Ranked #7 out of 10

This week it was announced that the California Lutheran University Financial Planning Program has been ranked number 7 in the top 10 for best online CFP programs! Competing against ten other programs, the California Lutheran University program is one of the oldest programs along with the College of Financial Planning who ranked number 1. California […]

California Lutheran University Financial Planning Scholarship 2021 Awardee Laura Lee

July 6, 2021 In June 2021 the California Lutheran University Financial Planning scholarship was awarded to Laura Lee. This scholarship was jointly established with the CFP Board Center for Financial Planning. Scholarships aim to help increase the number of CFP® professionals from populations currently underrepresented in the financial planning profession regarding gender, race, and ethnicity. […]

California Lutheran University Financial Planning Featuring Dr. Hossein Salehi CFP®, Ph.D.

May 12, 2021 Dr. Hossein Salehi gains his global perspective in finance from his experience living in Iran, Italy, and the U.S. Dr. Salehi is passionate about teaching and working with students at California Lutheran University, “I like helping people as a whole, that’s why I actually chose financial planning because I really wanted to […]

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