August 27, 2020 Jennifer Caruso is working at her dream job. Every day she loves meeting and helping others in her financial planning niche of divorce and women in finance as Senior Lead Advisor at Manchester Financial in Westlake Village, California. Caruso went to Kennesaw State University in Georgia as a non-traditional undergraduate student earning […]
Tag: CFP (page 5 of 8)
Earlier this year the CFP Board Center for Financial Planning and California Lutheran University announced a new joint scholarship program in an effort to increase the number of CFP professionals. At the beginning of August, the first inaugural recipient was announced, Tracy Thompson! A soon-to-be December 2020 graduate with a Bachelor of Arts in Music […]
July 16, 2020 Eric Chen wanted to become a CFP® to help others. Whether that is creating a road map to buy a home, helping others save money to send their children to college, planning for a vacation, or planning retirement. Like many others, Chen began his undergraduate career unsure of what direction he would […]
December 2019 Meet Christopher Fono, a graduate student pursuing an MBA in Financial Planning at California Lutheran University. In May 2018, Fono graduated from Cal Lutheran with a degree in Criminology and Criminal Justice. His choice to study an MBA in a different career direction from his undergraduate degree came when he was researching careers […]
June 24, 2020 Melissa Wasylewski came to California Lutheran University as a business administration major until in her freshman year she took the class Principles of Accounting class as a requirement for her major. This class combined with the influence of her dad who told her to look into accounting as she is good with […]
May 28. 2020 For Zach Bullard, baseball and sport have been an important part of his life since he was four or five years old. Not only does he love playing baseball, but it has influenced his dream job; to be a financial planner for baseball players and run his own financial planning firm. When […]
A generation-skipping transfer (GST) occurs at the time a property is gifted or bequeathed to generations who are two or more below that transferor (Tomin & Carcone 2018). The person who is two or more generations below the transferor is defined as a skip person, could include family members or unrelated people. In the case […]
A qualified terminable interest property trust (“QTIP Trust”) refers to a trust that allows for a marital deduction for property passing to a trust for the benefit of the surviving spouse, even though the decedent controlled the passing of trust property at the surviving spouse’s death. The QTIP Trust ensures a spouse to give a […]
May 8, 2020 Jared Martin’s journey at California Lutheran University began as a Computer Science major. Shortly after taking one of Professor Klepper’s classes he soon realized it was not the major for him, nor the career path he wanted to go down. In Professor Klepper’s class, he learned about the FPA Planning competition and […]
Trust is not the luxury of wealthy people; it also works for net worth falls within the federal estate tax exemption. According to the IRS 2020, the federal estate and gift tax exemption is $11.58 million for an individual and $23.16 million for a married couple in 2020. The reason for trust is an excellent […]
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