CFP Board Financial Planning Competency Handbook. Board CFP

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СКАЧАТЬ in addition to serving as the Director of the WKU CFP^® Board Registered Financial Planning Programs as well as the WKU Center for Financial Success. He is faculty advisor to the WKU FPA™ Student Chapter and Membership Chair for FPA™ of Kentuckiana. Andrew is also managing partner of Journey Financial Management, LLC, a multistate RIA.

      Webster Hewitt, CPA, CFP^®

      Webster Hewitt owns a fee-only financial planning firm, Hewitt Lane, with his wife Mandy, located in Athens, Georgia. He has earned both the CPA and CFP^® designations and is working toward his PhD.

      Bradley T. Klontz, PsyD, CFP^®

      Bradley T. Klontz, PsyD, CFP^®, is Associate Professor in Financial Planning at Kansas State University, a Partner at Occidental Asset Management, LLC, and Co-Founder of the Financial Psychology Institute™. He is a co-author/editor of Mind Over Money: Overcoming the Money Disorders that Threaten Our Financial Health (Broadway Business), Facilitating Financial Health: Tools for Financial Planners, Coaches, & Therapists (National Underwriter Company), Wired for Wealth (HCI), The Financial Wisdom of Ebenezer Scrooge (HCI), and Financial Therapy: Theory, Research, & Practice (Springer).

      L. Michael Ladd, CFA, CAIA, CMT, CFP^®

      L. Michael Ladd has been an investment manager and analyst for over 20 years and has covered a host of the world’s stock, bond, and currency markets throughout his career. He is currently the President and Chief Investment Officer of an SEC-registered investment advisory firm, as well as an Adjunct Professor teaching investments at both Point Loma Nazarene University and San Diego State University. Michael received his MBA from the University of Oklahoma.

      Derek R. Lawson, MS

      Derek R. Lawson, MS is a financial planner at Sonas Financial Group in Kansas City, Missouri. Beginning August 2015, he plans to pursue a PhD in financial planning with an emphasis in financial therapy and behavioral finance. Derek is the Director of NexGen for the FPA of Greater Kansas City, and is the Social Media Coordinator for NAPFA Genesis. Additionally, he is a member of the Financial Therapy Association.

      Ruth Lytton, PhD

      Dr. Ruth Lytton is a professor and Director of the CFP Board Registered Financial Planning Program at Virginia Tech. Dr. Lytton has received various student association, college, university, and professional association awards for her contributions as a teacher, researcher, and career/academic advisor. In 2009 she was awarded the John H. Cecil Lifetime Service Award from the Central Virginia Chapter of FPA, and in 2012 she was awarded the national FPA Heart of Financial Planning Award.

      Jason S. McCarley, PhD

      Jason S. McCarley holds a PhD in experimental psychology from the University of Louisville. He is currently a professor in the Applied Cognitive Psychology program in the School of Psychology, Flinders University of South Australia.

      Lance Palmer, PhD, CPA, CFP^®

      Dr. Palmer received his Bachelor’s and MBA degrees from The University of Utah and his PhD from Utah State University. He is Associate Professor at the University of Georgia Financial Planning Program, where he teaches courses in financial planning with a focus on retirement and tax planning. Dr. Palmer is a CFP® professional and Certified Public Accountant. He has served on multiple editorial boards and is active in financial planning research. He was a recipient of the Richard B. Russell Excellence in Undergraduate Teaching Award at the University of Georgia and also received the university’s Engaged Scholar Award. Working in tandem with Tom Cochran and Georgia United Credit Union, Dr. Palmer has helped to expand the service-learning Volunteer Income Tax Assistance program in Athens, Georgia. Students studying financial planning and accounting complete hundreds of tax returns for families and individuals in the local community each year and provide thousands of hours of financial education and planning assistance to these households.

      Keith Redhead, PhD

      Prior to his retirement in 2014, Dr. Keith Redhead was Principal Lecturer in Finance at Coventry University (UK), where he established a degree program for the education of prospective financial planners. He taught in universities and financial institutions for more than 42 years. Dr. Redhead authored numerous journal articles and nine books in the area of finance. His books included Personal Finance and Investments: A Behavioural Finance Perspective.

      Robert Rodermund, MS

      Robert Rodermund is Assistant Professor of Finance at Lindenwood University in St. Charles, Missouri. Prior to his academic career, he was an executive at a large, independent brokerage firm. He holds a BSBA from Washington University in St. Louis, an MSCFE from the University of Missouri, Columbia, and is currently working to complete his PhD at Kansas State University. His research interests include time perspectives and risk tolerance.

      D. Bruce Ross III, MS

      D. Bruce Ross III, MS, is a marriage and family therapist working on his PhD in Human Development and Family Science with an emphasis in Marriage and Family Therapy at the University of Georgia. He earned a Master’s degree in couples and family therapy at the University of Maryland. While working toward his PhD, he works as a traditional marriage and family therapist, as well as a financial practitioner at the ASPIRE Clinic at the University of Georgia.

      Jorge Ruiz-Menjivar

      Jorge Ruiz-Menjivar is a doctoral student in the Department of Financial Planning, Housing, and Consumer Economics at the University of Georgia. His current research focuses primarily on financial risk tolerance, its assessment, and cross-cultural applications.

      Ronald A. Sages, PhD, AEP^®, CFP^®, CTFA, EA

      Ron is co-founder and President of Chapin Asset Management, a boutique wealth management firm with offices in Greenwich, CT and Hilton Head Island, SC, and Assistant Professor of Personal Financial Planning at Kansas State University. His research interests are in behavioral finance, risk management, and financial literacy. A financial planner since 1973, Ron earned his PhD in personal financial planning from Kansas State University in 2012.

      Joyce Schnur, CFP^®, MBA, ChFC

      Joyce joined Kaplan University School of Professional and Continuing Education in 2006, and her responsibilities as Dean include oversight of Kaplan’s Financial Services businesses, which include security and insurance licensing, wealth management, and professional development. Kaplan’s reach in the financial services industry extends globally, and in 2014 Joyce was named as a global sector leader for wealth management. Throughout her career, Joyce has been a frequent instructor and lecturer on many financial planning topics including tax topics and estate planning. Prior to joining Kaplan, she had over 20 years of financial counseling experience, during which time she advised many executives and directors of Fortune 500 companies, as well as small business owners.

      Katie Seay, CFP^®

      Katie Seay is Assistant Trust Officer and the Director of Financial Planning at The Trust Company in Manhattan, Kansas, where she provides in-depth and long-term financial and retirement planning expertise to clients. Previously, Katie worked with a large financial planning and counseling firm in Atlanta, Georgia that mainly serves Fortune 500 company executives. Katie is a graduate of the Family Financial Planning Program at the University of Georgia and is a CFP^® professional.

      Martin C. Seay, PhD, CFP^®

      Martin СКАЧАТЬ