February 25, 2021 From air control to money control Parker Jackson is moving into a new career as a Certified Financial Planner. Graduating with his undergraduate degree from the United States Air Force Academy, Jackson has been an Officer in the Air Force for six years. His position is responsible for field operating satellites and […]
Category: Students (page 1 of 2)
November 12, 2020 When Kris Etter was young his dream job was to be a major league baseball player. However, after an injury, he could no longer pursue it and needed to switch careers. While he may no longer be hitting home runs on the field, now as a financial planner he spends his time […]
October 15, 2020 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 […]
August 27, 2020 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 […]
August 27, 2020 Jennifer Caruso is working at her dream job. Every day she loves meeting and helping others in her financial planning niche of divorce and women in finance as Senior Lead Advisor at Manchester Financial in Westlake Village, California. Caruso went to Kennesaw State University in Georgia as a non-traditional undergraduate student earning […]
Earlier this year the CFP Board Center for Financial Planning and California Lutheran University announced a new joint scholarship program in an effort to increase the number of CFP professionals. At the beginning of August, the first inaugural recipient was announced, Tracy Thompson! A soon-to-be December 2020 graduate with a Bachelor of Arts in Music […]
July 16, 2020 Eric Chen wanted to become a CFP® to help others. Whether that is creating a road map to buy a home, helping others save money to send their children to college, planning for a vacation, or planning retirement. Like many others, Chen began his undergraduate career unsure of what direction he would […]
December 2019 Meet Christopher Fono, a graduate student pursuing an MBA in Financial Planning at California Lutheran University. In May 2018, Fono graduated from Cal Lutheran with a degree in Criminology and Criminal Justice. His choice to study an MBA in a different career direction from his undergraduate degree came when he was researching careers […]
June 24, 2020 Melissa Wasylewski came to California Lutheran University as a business administration major until in her freshman year she took the class Principles of Accounting class as a requirement for her major. This class combined with the influence of her dad who told her to look into accounting as she is good with […]
May 28. 2020 For Zach Bullard, baseball and sport have been an important part of his life since he was four or five years old. Not only does he love playing baseball, but it has influenced his dream job; to be a financial planner for baseball players and run his own financial planning firm. When […]
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