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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 […]

California Lutheran University Financial Planning Featuring Student Don Padilla

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 […]

California Lutheran University Financial Planning Featuring Student Anne Wittig

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 […]

California Lutheran University Financial Planning Featuring Faculty Saundra Davis MS, FFC®, FBS®

Professor Saundra Davis is a life-long learner. Having joined the Navy straight out of high school, Davis went to community college later in life to further her education. Her mentor, Doris Holmes, told her that there are no shortcuts to getting what you want and helped her get a scholarship to Golden Gate University, a […]

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 Student Tamika Moye 

June 14, 2021 Tamika Moye has spent her whole life moving around the world living in different countries and cultures. This is one reason she chose California Lutheran University to earn her MBA in Financial Planning as it allows her to participate from Germany and still fulfill her passion for traveling COVID-19 permitting. Growing up […]

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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