Tag: CFP (page 3 of 8)

California Lutheran University Financial Planning Featuring Faculty Linda Clayton

March 24, 2021 Linda Clayton has a mantra that she lives by when working with her students and her clients. It’s a line from a song called For Good by the Broadway musical Wicked and it goes like this, “Because I knew you, I have been changed for good.” After Clayton has worked with either […]

Can Robo-Advisors Help Financial Planning Professionals? (4/20/21)

April 20, 2021 CAN ROBO-ADVISORS HELP FINANCIAL PLANNING PROFESSIONALS?   Since the beginning of the pandemic, technology has progressed rapidly allowing adjustment to living and working at home. Still relatively new to the industry robo-advising is also progressing rapidly.  In June 2019, Vanguard’s robo-advisor managed a total of $140 billion and over 10 billion U.S. dollars […]

Why Post-Widowhood Marriage Exposes Those to Future Risk?

March 16, 2021 Why Post-Widowhood Marriage Exposes Those to Future Risk?    When Dr. Kathleen Rehl’s husband died in 2007 she experienced widowhood for the first time. According to Dr. Rehl’s research, 70% of women will experience widowhood in their lifetime compared to 80% of men who die while married. What’s more, women living in poverty […]

How Can Interpersonal Neurobiology Be Integrated Into Financial Planning?

  March 11, 2021 How Can Interpersonal Neurobiology (IPNB) Be Integrated Into Financial Planning?    Finances are an essential part of anyone’s life. For Julie Fortin, she fell in love with intimately working with others to help them make decisions about their finances. After earning her master’s degree and working in the institutional side of financial […]

How to Leverage COIs and Referrals to Grow Your Business?

February 16, 2021 How to Leverage COIs and Referrals to Grow Your Business?     When Jennifer Bacarella went to college she was ready to become a CPA. She grew up loving money and being good with numbers knowing that was the path she wanted to pursue. But after spending time at an accounting internship during her […]

Lead Like an Ally

February 2,  2021 Lead Like an Ally    Julie Kratz’s passion and calling in life is to help others with the often difficult conversation of diversity, equality, and inclusion, leading as an ally for others. Working in corporate America for 12 years while also earning an MBA, Kratz had the opportunity to help women leaders with […]

California Lutheran University Financial Planning Featuring Faculty Hratch Karakachian J.D. MBT, CPA, ESQ

December 7, 2020 Hratch Karakachian has an undying love for education. It has propelled him through college, his career, as a professor, and even his hobby of Texas Holdem poker. Over the years, Hratch has had two influences that have inspired him and fueled his love of learning. His first inspiration comes from his father. […]

California Lutheran University Financial Featuring Faculty Daralee Barbera EdD, CFP®, ChFC®

November 25, 2020 Throughout Dr. Daralee Barbera’s life she has had many influences to help guide her to where she is today. Her parents were one of those influences as from a young age they encouraged her and her siblings by telling them they could do or be anything. Gender-related jobs did not exist in […]

California Lutheran University Financial Planning Featuring Student Kris Etter 

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 […]

California Lutheran University Financial Planning Featuring Faculty Colleen Carcone CFP®, J.D.

November 2, 2020 Colleen Carcone has a passion for helping others. Whether that is at her day job as an Income Tax and Estate Planner or as a professor at California Lutheran University.  Her biggest influences growing up were her parents. Her mother was a nurse. She turned her passion for nursing into a career […]

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