Tag: CFP (page 1 of 8)

Featuring Veteran Pilot Financial Advisor, Brian Scott’s MBA Financial Planning Experience at California Lutheran University.

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 […]

Featuring Lead Advisor, Cristina Campbell, CFP®, MBA Financial Planning Experience at California Lutheran University

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 […]

Navigate Important Financial Decisions for Retirement with Dr. Wade Pfau Ph.D., CFA, RICP® (2/15/2022)

Dr. Wade Pfau, Ph.D., CFA, RICP®, presented on “Navigate Important Financial Decisions for Retirement” On February 15. 2022 at 2 pm PST. Retirement is one of the most significant decisions clients need to make and save for because a retirement fund will help cover medical and general expenses and afford needs and wants. However, several decisions, […]

Motivate Financial Professionals to Succeed in the Financial Services Industry with Angela Ribuffo, CFP®, RICP®, ChFC®, CDFA, CLTC With (2/8/2022)

Dr. Chien interviewed Angela Ribuffo, CFP®, RICP®, ChFC®, CDFA, CLTC on Motivate Financial Professionals to Succeed in the Financial Services Industry on February 8, 2021, at 2 pm PDT. You may feel that you are not moving forward with your career goals or not reaching your financial goals within the time horizon you set when […]

Consider a Career in Financial Planning with Dominique J. Henderson Sr. CFP® (1/25/2022)

Dominique J. Henderson Sr. CFP® has been in the financial services industry since 1998. Ever since he attended elementary school, he was passionate about helping people “win with their money.” With over two decades of experience in the financial services industry, he has built a diverse skill set in strategy, data analysis, investment research, portfolio […]

Assist Clients to “Give It Twice” with a T-CRUT with Dr. Kathleen M. Rehl , Ph.D., CFP®, CeFT® (01/18/2022)

Dr. Chien interviewed Dr. Kathleen M. Rehl, Ph.D., CFP®, CeFT®, on January 18, 2022, at 2 PM PST on Assist Clients to “Give It Twice” with a T-CRUT. There are several options to help secure your family’s future while living off your retirement. Is it possible to protect future inheritance money while making a gift […]

FinServ Foundation Info Session (11/09/2021)

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 […]

Diversitas Regional Event (11/02/2021)

Tuesday, November 2nd 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 […]

California Lutheran University Financial Planning Featuring Student Andrew Martz

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 […]

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 […]

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