August 27, 2020 John Thiel has three passions; financial planning, deepening his knowledge, and salsa dancing. His path to being a financial advisor at Private Ocean evolved when he started university. Thiel earned his bachelor’s degree in Business Administration with an emphasis in International Business at California State University of Sacramento. During this time, he […]
Tag: Students (page 3 of 5)
August 27, 2020 Jennifer Caruso is working at her dream job. Every day she loves meeting and helping others in her financial planning niche of divorce and women in finance as Senior Lead Advisor at Manchester Financial in Westlake Village, California. Caruso went to Kennesaw State University in Georgia as a non-traditional undergraduate student earning […]
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 […]
June 24, 2020 Melissa Wasylewski came to California Lutheran University as a business administration major until in her freshman year she took the class Principles of Accounting class as a requirement for her major. This class combined with the influence of her dad who told her to look into accounting as she is good with […]
May 28. 2020 For Zach Bullard, baseball and sport have been an important part of his life since he was four or five years old. Not only does he love playing baseball, but it has influenced his dream job; to be a financial planner for baseball players and run his own financial planning firm. When […]
May 8, 2020 Jared Martin’s journey at California Lutheran University began as a Computer Science major. Shortly after taking one of Professor Klepper’s classes he soon realized it was not the major for him, nor the career path he wanted to go down. In Professor Klepper’s class, he learned about the FPA Planning competition and […]
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 […]
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 […]
Here is a transcript of the webinar: Cindy Grether: Good morning everyone. Today’s presentation “Year End Investment Planning” is brought to you by California Lutheran University’s financial planning program. We have one of our instructors who is presenting today, it’s Jeremy Witbeck. Jeremy is also an alum of the program. He received his MBA and […]
Hratch Karakachian led a discussion on year end planning opportunities, tips, and techniques for individuals and business owners.
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