Tag: Financial Planning (page 2 of 9)

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 […]

Hyflex Teaching Best Practice

April 29, 2021 HYFLEX TEACHING BEST PRACTICE     The hyflex teaching model allows some to work remotely while others can work face-to-face, explained California Lutheran University professor Dr. Sharla Berry. Dr. Berry is an online learning expert who has been published in multiple top-tier research publications. After a year of online teaching and online meetings, the […]

How to Attract Women Clients?

 May 18, 2021 How to Attract Women Clients?   Dr. Shine Lei is one of few individuals to have a CFP ® certification in both the U.S. and China. In the webinar, “How to Attract Women Clients?” Dr. Lei shares her research and insight on working with women clients.    Her career began as a trained […]

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