Tag: Students (page 2 of 5)

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. […]

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 Faculty Linda Clayton

March 24, 2021 Linda Clayton has a mantra that she lives by when working with her students and her clients. It’s a line from a song called For Good by the Broadway musical Wicked and it goes like this, “Because I knew you, I have been changed for good.” After Clayton has worked with either […]

California Lutheran University Financial Planning Featuring Faculty Hratch Karakachian J.D. MBT, CPA, ESQ

December 7, 2020 Hratch Karakachian has an undying love for education. It has propelled him through college, his career, as a professor, and even his hobby of Texas Holdem poker. Over the years, Hratch has had two influences that have inspired him and fueled his love of learning. His first inspiration comes from his father. […]

California Lutheran University Financial Featuring Faculty Daralee Barbera EdD, CFP®, ChFC®

November 25, 2020 Throughout Dr. Daralee Barbera’s life she has had many influences to help guide her to where she is today. Her parents were one of those influences as from a young age they encouraged her and her siblings by telling them they could do or be anything. Gender-related jobs did not exist in […]

California Lutheran University Financial Planning Featuring Student Kris Etter 

November 12, 2020 When Kris Etter was young his dream job was to be a major league baseball player. However, after an injury, he could no longer pursue it and needed to switch careers. While he may no longer be hitting home runs on the field, now as a financial planner he spends his time […]

California Lutheran University Financial Planning Featuring Faculty Colleen Carcone CFP®, J.D.

November 2, 2020 Colleen Carcone has a passion for helping others. Whether that is at her day job as an Income Tax and Estate Planner or as a professor at California Lutheran University.  Her biggest influences growing up were her parents. Her mother was a nurse. She turned her passion for nursing into a career […]

California Lutheran University Financial Planning Featuring Student Kendyl Roundtree 

October 15, 2020 Kendyl Roundtree loves her job and helping others so much as a Certified Financial Planner that she genuinely feels she is not working! Roundtree is a well-accomplished young woman for her young age, working her way up the career ladder in financial planning. Roundtree went to Loyola Marymount University in Los Angeles […]

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