Tag: Financial Planning (page 1 of 9)

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, […]

Diversitas Regional Event (11/02/2021)

Tuesday, November 2nd at 4:30 PM – 6:30 PM via Zoom   This event will be 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 […]

What Matters the Most? with Kathleen M. Rehl, Ph.D., CFP®, CeFT® (11/09/2021)

Dr. Chien will interview Kathleen M. Rehl, Ph.D., CFP®, CeFT®, on “What Matters the Most? Help Your Clients Write Legacy Letters for Family and Friends” on Nov. 09, 2021, at 02:00 PM PDT. In the Estate Planning Section from the comprehensive financial planning, we often recommend clients to write a “final letter of last instruction.” A final […]

Changing Your Financial Behaviors Through Stories with Jake Cousineau (11/02/2021)

Dr. Chien will interview Jake Cousineau, on “Changing Your Financial Behaviors Through Stories ” on Nov 02, 2021, at 02:00 PM PDT. We learn how to manage money in very different ways. Some of us are lucky to have excellent role models at home. For example, Dr. Chien watched, learned, and modeled after her parents at […]

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 […]

Applying Financial Behaviors to Build Your Wealth with Joel Franks (09/21/2021)

Dr. Chia-Li Chien, CFP, PMP interviewed Joel Franks, on “Applying Financial Behaviors to Build Your Wealth” on Sept 21, 2021, at 2:00 PM PDT. From consumers to financial planning practitioners, everyone needs to understand what financial behaviors are. However, very few know how to apply them when working with clients. In this interview, Dr. Chien […]

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 […]

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