Tuesday, November 2^nd at 4:30 PM – 6:30 PM via Zoom

This event was the first Diversitas regional event hosted by California Lutheran University Financial Planning and California State University Northridge Financial Planning. Diversitas is an event where financial planners and wealth managers come together with career influencers to discuss financial planning with young people and career changers.

The event allows our attendees to network with professionals in the industry, learn more about their career journey, receive insight information about the industry along with career advice, and the event is free.

Three incredibly successful financial planners will be sharing their career journeys with their perspectives in the financial services industry. We will also cover the importance of financial planning along with the impact financial planning brings to our communities.

The Moderators that will host the event

Dr. Inga Timmerman

Dr. Inga Timmerman, Ph.D., CFP® joined the faculty at CSUN in 2015 and is the Dr. Mary Jean Scheuer Professor of Finance. She has a Ph.D. in Finance from Florida Atlantic University and is a Certified Financial Planner (CFP®). Her research is mostly concentrated around two fields: corporate finance and financial planning. Dr. Timmerman’s current projects explore the use and perceptions individuals have about the financial planning profession and the drivers that motivate people to save. One of her main goals at CSUN is to increase student interest in the financial planning profession.

 

Dr. Chia-Li Chien

Dr. Chia-Li Chien, Ph.D., CFP®, PMP®, is an Assistant Professor and Director of the Financial Planning Program at California Lutheran University and a Succession Program Director at the Value Growth Institute. Dr. Chia-Li Chien has published three award-winning books, Show Me the Money (2010), and Work Toward Rewards (2012). Her latest peer-reviewed research book, Enhancing Retirement Success Rates in the United States: Leverage Reverse Mortgages, Delaying Social Security, and Exploring Continuous Work, was published in 2020. She has appeared in many speaker engagement events at both the local and national levels. Also, she hosts the succession blog at valuegrowthinstitute.com, leads pro bono projects, and is a national board director of Women in Insurance & Financial Services Association (WIFS). Dr. Chien was the Chair and President of FPA Charlotte from 2013 to 2014. Chia-Li served as Chair of the Pro Bono Advisory Committee for the FPA on the national level from 2011 to 2012.

The Panelist that will be in the Diversitas Event

Leighann Miko

Leighann Miko, CFP® is the founder of Equalis Financial, a California & Oregon-based independent fee-only firm specializing in financial planning, investment management, and tax & business management services.

With a passion to empower and equip underserved communities, Leighann works with thoughtfully ambitious progressives, especially LGBTQ+ creatives in the entertainment industry. Her goal is to help them stay in their right brain by acting as a stand-in for their left brain.
With a commitment to human-centered financial planning, Leighann devotes time to understand the whole person before addressing their finances. This intentional approach was born from a desire to help others create the financially secure life she never thought she’d have. Having grown up in a household faced with constant financial volatility, Leighann recognizes the value of financial stability. Knowing what it’s like to be underestimated herself, her mission became clear: to balance the financial playing field for all.

John Eing

John Eing is a partner and relationship manager at Abacus Wealth Partners.  As a financial advisor, John is passionate about helping his clients gain peace of mind by listening deeply to his clients and creating sound financial strategies so that they can do what they love most. He also serves on the firm’s M&A team and investment committee.  He holds an MBA from the Anderson School of Management at UCLA, a BA in Economics from UC Berkeley, is a Certified Public Accountant, and a CERTIFIED FINANCIAL PLANNER™.

In his free time, John and his wife, Andrea, enjoy spending time with their two children Nathan (9) and Mia (5).  In his free, free time John is an avid fan of the Los Angeles Lakers.

LinkedIn: https://www.linkedin.com/in/johneinglosangelesusa/
Website: https://abacuswealth.com/team/john-eing/

Luis Rosa

Luis is the founder of Build a Better Financial Future LLC. He came to the U.S. at age 11 from the Dominican Republic. Growing up in New York City and now living in California, Luis noticed the lack of financial literacy in his community and was inspired by his parents to work hard and pursue an education.

From participating as an FPA NexGen ambassador and host to speaking at the CFP Board Center for Financial Planning’s Diversity Summit and being a CFP Board Ambassador, Luis uses his platform to help spread financial literacy via media outreach as well as encourage younger and diverse planners to join and thrive in the industry.

He is the host of the “On My Way to Wealth” podcast, co-founder of the BlatinX (BLX) Internship Program and LatinXcellence – an initiative that seeks to bring awareness to and help close the wealth gap in the LatinX community.  Luis was named one of InvestmentNews 40 Under 40 in 2019 and Financial Advisor Magazine’s 10 Young Advisors to Watch, as well as Investopedia Top 100 Financial Advisors in 2020 and 2021 and named one of 8 Hispanic Personal Finance Influencers to Follow for Money Advice by The Penny Hoarder.

 

Register now, and you will receive a confirmation email containing information about joining the meeting. This is an event you won’t want to miss.