Tag: Students (page 1 of 4)

How Does Grit Help Financial Professionals Succeed in the Financial Services Industry? With CFP®, RICP®, ChFC®, CDFA, CLTC With Angela Ribuffo (2/8/2022)

Dr. Chien will interview Angela Ribuffo, CFP®, RICP®, ChFC®, CDFA, CLTC on How Does Grit Help Financial Professionals Succeed in the Financial Services Industry?  On February 8, 2021, at 2 pm PDT. You may feel that you are not moving forward with your career goals or not reaching your financial goals within the time horizon you […]

Why Should You Consider a Career in Financial Planning? with Dominique J. Henderson Sr. CFP® (1/25/2022)

Dr. Chien will interview Dominique J. Henderson Sr. CFP® on Why Should You Consider a Career in Financial Planning? on January 25, 2022, at 2 pm PDT. Many people want to search for a career that has the combination of helping others and managing money. Financial planners can be teachers, mentors, and coaches for clients that […]

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, as […]

Diversitas Regional Event (11/02/2021)

Tuesday, November 2nd at 4:30 PM – 6:30 PM via Zoom This event was 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 young people and […]

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 […]

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 […]

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 […]

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. […]

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