Introduction The financial services industry is moving rapidly in today’s economy, and the increased demand for financial planners is needed to help clients achieve their financial goals. With complex financial situations, business owners or individuals alike seek expert guidance for investments, taxation, and wealth management. Pursuing a financial planning degree is a great option that […]
Category: Students (page 2 of 4)
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 […]
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 […]
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 […]
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 […]
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 […]
The FinServ Foundation and California Lutheran University are partnering to offer students the opportunity to apply to the FinServ Program. The Carson Group partnered with BlackRock to develop a program for undergraduates interested in joining the financial planning services industry. Participants will gain both a broad and deep understanding of the financial services profession, as […]
September 2, 2021 When Andrew Martz was an undergraduate at Stevens Institute of Technology in New Jersey, he was also an athlete swimmer. Any time he wasn’t swimming or training, he was studying for his degree in Business and Technology. Swimming is an individual sport, Martz explained, but it is scored as a team. Martz […]
Don Padilla started his career in insurance and financial services, pivoting to the world of sports and entertainment management. Padilla is CEO of MVP Sports & Entertainment Management in Los Angeles. Ten years ago, he started his MBA at California Lutheran University and passed his CFP®in 2014. Returning to His MBA Fast forward to the […]
July 19, 2021 When Anne Wittig was in second grade, her father taught her sister and herself how to budget. This is a skill that Wittig used as an undergraduate at college and the jobs that followed. “I learned how much of a privilege it was. I saw friends and co-workers struggling to try to […]
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