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 […]
Tag: MS Financial Planning (page 6 of 7)
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 […]
September 05, 2019 Ever since Kathryn Courain was 6 years old she has loved horseriding. Growing up in Santa Barbara County, north of Los Angeles, she spent her childhood surrounding herself with horses. From a young age, she was taught the importance of discipline, structure, and initiated a competitive drive within herself. Courain earned her […]
A Niche Practice of “Family Office” by Elizabeth Campana Elizabeth Campana’s career paths demonstrate how the financial industry is a flexible field with various areas within it to work in. Her career story also shows how there are multiple ways to transition within the industry including into her current field of work- single-family office. After […]
November 2019 Meet Jack Kirby, a 4+1 student who started his graduate degree early in his undergraduate career due to the 4+1 program offered at California Lutheran University. Kirby graduated with a degree in Accounting in May 2019 and is now pursuing an MBA in Financial Planning, as well as working for Wells Fargo Advisor […]
Join Hratch J Karakachian, CPA, ESQ and Chia-Li Chien, Ph.D., CFP®, PMP® to discuss the recent Stimulus Package. First, we’ll discuss the Treasury Department and the Internal Revenue Service (IRS) announced special Federal income tax return filing and payment relief in response to the ongoing Coronavirus Disease 2019 (COVID-19) emergency. Then Dr. Chien will talk about […]
Dr. Chien will interview Hratch J Karakachian, CPA, ESQ about SECURE Act. What you need to know to help your clients and CFP exam? Attorney Karakachian is a senior adjunct faculty member at California Lutheran University School of Management. He has been teaching in the MBA in Financial Planning Program since 2013. He has taught Principles […]
Women in Financial Services Daralee Barbera started her career as a maths teacher in the day and a college professor at night. Fast forward a few decades later to the present day, and she now has a very different career to the one she started with. For the last 34 years, she has worked in […]
Enhancing Retirement Success Rates in the United States As college students, we have barely started our careers, let alone started thinking about them ending and our retirement. But, should we start thinking about it now at such a young age? Well, I think we should educate ourselves and start thinking about it. If we spend […]
Are you considering a Financial Planning Career? Is JP Morgan Chase right for you? When Danny Zelaya graduated from university, he wanted to be a pastor or teach religion. He had no interest in working in business, nor did he plan to work in the field. After being a pastor for two years, he moved […]
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