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Chia-Li Chien, PhD, CFP , PMP , CPBCP.O. Box 481008, Charlotte, NC 28269-9598(704) 268-9378 & email: [email protected].(Chia-Li Chien is pronounced Jolly Jan)Financial and Retirement PlanningThe American College of Financial Services (Dec 2018)Dissertation: Practical Strategies to Enhance Retirement SuccessRates in the United States.M.S.Financial Services (MSFS)The American College of Financial Services (Mar. 2014)M.S.Insurance, minor in MIS (Management Information Systems)University of Hartford (Dec. 1991)Thesis: Director and Officers LiabilitiesB.S.Finance, minor in AccountingCentral Connecticut State University (Dec. 1989)ACADEMIC EXPERIENCEAssistant Professor and Director of Financial Planning Program, California LutheranUniversity, Thousand Oaks, CA Aug 2018 to present. (Tenure track, an ACBSP University) Manage the Financial Planning program in MBA/MS/BS degrees and Facultyo Develop & manage program curriculum & assessments for ACBSP and WASCaccreditation Driving enrollment, engaging financial planning industry partners and outreach tothe planning communities Develop and manage program branding in Advisory Council and NextGen MentoringForum webinars Develop & manage articulation agreements with University of California systems.o University of California Los Angela (UCLA)o University of California Irvine (UCI)o University of California Santa Cruzo University of California Berkeley Develop & manage joint CLU scholarship with CFP Board Chair the Graduate Academic Standard Committee (GASC) Develop & manage digital learning standard within Financial Planning programo Ranked #7 in the “The 10 Best Online CFP Programs” on July 2, 20211 Lecture & course development:o MFP521 Introduction to Financial Planning (graduate)o MFP525 Employee Benefit and Retirement Planning (graduate)o MFP598 Capstone Course in Financial Planning (graduate)o MFP534 Financial Planning for Small and Family Businesses (graduate)o MFP545 Financial Behavior (graduate)o UNIV101 First Year Seminar (undergraduate)Financial Advisor. (July 2, 2021). The 10 Best Online CFP Programs. Retrieved From: cfp-programs-of-2021-62912.html?section 219&page 411
Course development only:o MFP530 International (cross-border) Estate Planning (graduate)o MFP538 Financial Counseling (graduate)o MFP522 Tax Planning (graduate)o MFP542 Investment Planning (graduate)o MFP539 Practice Management (graduate)o UNIV102 Introduction to Personal Finance (available to all undergraduatestudents)Instructor & CFP Program Director, Ball State University, Muncie, IN Aug 2015 to July2018. (An AACSB university, ranks top 3 in Indiana public universities) Grew the program from six to 94 students in two years. Lectured courses:o BUS300 Principal of Corp. Finance (undergraduate)o BUS498 Financial Planning–Capstone (undergraduate) Developed and received new course approval of Financial Planning–Capstone Coordinated and obtained CFP Registered Degree Program from CFP boardInstructor, University of PeopleBUS 4401: Entrepreneurship II (undergraduate)BUS 2204: Personal Finance (undergraduate)2014 to June 2015INDUSTRY EXPERIENCE (non-academic)Program Director, Value Growth Institute, Charlotte, NCAug 2009 to presentSuccession Portfolio strategy, consulting and management in the area of:1) Employee Succession 2) Customer-Driven Succession and 3) Investor Succession.Programs or projects include: Design and integrate multi-transfer channels Succession strategy Design Comprehensive Personal Financial Plan that aligns with Succession plans Part-time CFO Service: Financial Planning & Analysis, CAPEX Investment, Capitalrestructure Implement SAP Financial Systems i.e. FICO and OTC Develop Key Management Team (KMT) and human capital capacity planning Develop & monitoring Leading Key Performance Indicators (KPIs)Faculty, American Management Association2011 to presentFacilitate experiential learning with Fortune 500 management teams: Financial Forecasting Financial Modeling Cost Accounting Project Management Process Management Risk Management Fixed Asset ManagementSeminar development Business Acumen Certificate Program2
Lincoln Financial GroupAug 2005 to Aug 2009A leading comprehensive financial planning Fortune 250 company, 9B revenue & 234 B undermanagementExit Planning Advisor Repositioned and implemented exit strategies to maximize owner equity value. Developed personal comprehensive financial plan by utilizing Lincoln proprietaryplanning software and eMoney to streamline financial independence plan of actions inestate, chartable, business succession, investment, college and retirement income area. Facilitated and systematized client’s other trusted advisors to successfully implementplan of actions Implemented financial products such as EP IRAs, Keoghs, 401(k), variable Annuity,Asset Under Management to achieve client’s financial goals Facilitated weekly Sales role-play and monitor critical success factors to achieveregional goalDiageo North America, Stamford, CTA world largest adult beverage and a Fortune 100 company.Jan 1999 to July 2004Director of Systems – Corp. Finance Directed a 5 million department budget and 32 million SAP project budget. Managed three M&A projectsRoyal & Sun Alliance, Farmington, CT1997- 1998Formally Orion Specialty Insurance, a Fortune 150 companyProject Manager in Sales and Marketing Project managed sales and marketing systems related development.ABB, Windsor, CT1991-1997Formally Combustion Engineering, a Fortune 500 companyFinancial Systems Engineer Developed bidding system for Nuclear Power Plant System 80 CIGNA, Waterbury, CT1990-1991Formally Third Party Administer for Group Universal Life, a Fortune 100 company.Financial Systems Analyst Developed 3rd party billing systemsPROFESSIONAL CERTIFICATIONSExtended DISC Certified Professional: Sept 2021.CPBC (Certified Professional Business Coach) Exam: May 2021, License: June 2021.CFP (Certified Financial Planner) Exam: Mar 2005, License: Aug 2008PMP (Project Management Professional) Dec 20046 Sigma Green Belt Certificate Dec 2006CRPC (Chartered Retirement Planning Counselor) Nov. 2007CTEP (Chartered Trust and Estate Planner) Dec. 2006FP&A (Certified Corporate FP&A Professional), part 1, Aug 2016.ACADEMIC PUBLICATIONS (Blind Peer-reviewed)3
Chien, C.L. (in press). Accounting for Retirement Asset Distributions During theDecumulation Stage of Life. In Grable, J. & Chatterjee, S. (Eds.), Handbook of PersonalFinance. De Gruyter. Chapter DOI: /document/isbn/9783110727692/htmlChien, C., (2022). How should CBC credit union analyze the effectiveness of a pilot financialeducation course for working adults?. In SAGE Business Cases. SAGE Publications,Ltd., https://www.doi.org/10.4135/9781529796445Chien, C., Cosentino, S. W., & Salehi, H., (2022). Retirement income: The case of directinvestment in short-term rental property compared to a dividend stock. In SAGEBusiness Cases. SAGE Publications, n, C., Cosentino, S. W., & Thiel, J. F., (2021). Forecasting assessment revenue: The caseof ventura county lodging association. In SAGE Business Cases. SAGE Publications,Ltd., https://www.doi.org/10.4135/9781529758184Chien, C., (2021). Succession planning in ensemble financial planning practice. In SAGEBusiness Cases. SAGE Publications, n, C. (2019). Enhancing retirement success rates in the United States: Leveragingreverse mortgages, delaying social security, and exploring continuous work.Switzerland, Cham: Springer International -2Chien, C.L. (2017). Selling a Planning Practice: The Relationship between Revenue Multipleand Revenue Size. Journal of Financial Planning 30 (3): sizePEER-REVIEWED CONFERENCE PRESENTATIONS (Blind Peer-reviewed) Chien, C-L. (Sept 21, 2021). The Retirement Income: The Case of Short-Term RentalProperty Direct Investment Compared to a Dividend Stock. Virtual: 2021 The Academyof Financial Services 35th Annual Meeting. https://mtgsked.com/p/1306/c Turner, K. & Chien, C-L. (July 29, 2020). The Impact of Mid-Late Career Health Shockson Retirement Wealth. Virtual: The 13th Biennial Virtual Conference of Asian Consumerand Family Economics Association (ACFEA). Turner, K. & Chien, C-L. (Oct. 1, 2020). The Impact of Mid-Late Career Health Shockson Retirement Wealth. Virtual: 2020 Academy of Financial Services. Turner, K. & Chien, C-L. (Nov. 16, 2020). The Impact of Mid-Late Career HealthShocks on Retirement Wealth. Virtual: 2020 AFCPE Research & Training VirtualSymposium. Chien, C.L. (2019b). Practical Strategies to Enhance Retirement Success Rates in TheUnited States (part 3 of 3). Minneapolis, MN: 2019 Academy of Financial Services. Chien, C.L. (2019c). What are the U.S. Retirement Population Success Rates WhenUsing HECM? Arlington, VA: 2019 Academic Research Colloquium for FinancialPlanning and Related Disciplines, CFP Board.4
Chien, C.L. (2018). Practical Strategies To Enhance Retirement Success Rates In TheUnited States: Base Model. Chicago, IL: 2018 Academy of Financial Services.Chien, C.L. (2018). What Are the U.S. Retirement Population Comprehensive Assets’Success Rates? Arlington, VA: 2018 Academic Research Colloquium for FinancialPlanning And Related Disciplines, CFP Board.Chien, C.L. (2017). Advising Privately Business Owners Industry Specific SellingFactors. Nashville, TN: 2017 Academy of Financial Services.Chien, C.L. (2017). Will Pro Bono as Continuing Education credits enhance CFP as aprofession in extending social contracts? Nashville, TN: 2017 Academy of FinancialServices.Chien, C.L. (2017). Can the Social Security Trust Fund Sustain Financial Stability ifIndividuals Opt Out? Arlington, VA: 2017 Academic Research Colloquium ForFinancial Planning And Related Disciplines, CFP Board.Chien, C.L. (2017). Selling a Planning Practice: The Relationship between RevenueMultiple and Revenue Size. Arlington, VA: 2017 Academic Research Colloquium ForFinancial Planning And Related Disciplines, CFP Board.Chien, C.L. (2016). Connecting "Filial Piety" Culture Heuristic to SuccessfulRetirement Planning for Asian American Immigrants. Las Vegas: 2016 Academy ofFinancial Services. https://goo.gl/KzujbjOUT FOR BLIND PEER-REVIEWNone.WORK IN PROGRESS Author: Chia-Li Chien, Ph.D., CFP , PMP Title: Writing in Succession Planning for Privately Held Businesses (preliminary) Publisher: target Palgrave Macmillan (at Springer International Publishing) Estimated timelineo Manuscript Fall 2021 through Fall 2022o Out for review Spring 2023 to Fall 2023PH.D. DISSERTATION ADVISOR Committee member from Dec 2019 to Feb 2021 for Jeffrey Hatchman at theAmerican College of Financial Services. The research topic: Evaluation of RetirementBuffer Asset Alternatives.RESEARCH ADVISORSchool of Management (SOM) PRiME Festival of Scholars and active Faculty Advising role In 2020-2021, there 9 MBA/MS FP from MFP 545 & 1 TUG FP minor studentssubmitted the competition (as of April 29, 2021). Two of them became the finalistsand winners:o TUG FP minor student Melissa Wasylewski won grand prize (BS 2021).o Beginning to Save: Rationality, Financial Knowledge, and Saving BehaviorAuthor: Anne Wittig (MS in Financial Planning) won 2nd prize (MS FP 2021). In 2019-2020, there were 10 students from MFP545 class (Financial Behavior), twoof them became the finalists:o Financial Literacy, Grades K-12: Kris Etter (MBA FP 2022).5
o Discovering Behavioral Issues Related to Retirement Planning: Savings vs.Consumption Behaviors of Divorcees and Financially Distressed Couples:Kendyl Roundtree (MS FP 2020).In 2018-2019 , there were three students from MFP534 class submitted to thecompetitions. One became the finalist of two research.o Going Out of Business: Tam Wolfe-Callanta (MBA FP 2019).o The Future is Now: Plan for It!: Tam Wolfe-Callanta (MBA FP 2019).REVIEWS FOR PUBLISHERS Palgrave Macmillan. (July 2021, July). Academy of Financial Services.o (2021, July). Academy of Financial Services Annual Meeting 2021.o (2020, July). Academy of Financial Services Annual Meeting 2020. Peerreviewed for two research submissions.o (2019, July). Academy of Financial Services Annual Meeting 2019. Peerreviewed for two research submissions. Journal of Financial Counseling and Planning. (2020, Nov). Association for FinancialCounseling & Planning Education.o Peer-reviewed for one research submission. Wiley CFP Practice Exam. (2020, July). Hoboken: Wiley. Retrieved From:https://www.efficientlearning.com/ucfp Journal of Personal Finance 12/15/16, 02/23/17.TEXTBOOKSChien, C.-L. (2021). Education, Risk Management and Insurance, Tax, Retirement Savings,and Income Planning, and Estate Planning. In Wiley Efficient Learning, CFP CertificationGold Course (pp. Module D34, D35, F46, D30, mock exams in module C, F, & H). Hoboken:Wiley. Retrieved From: https://www.efficientlearning.com/ucfpChien, C.-L. (2020). Education, Risk Management and Insurance, Tax, Retirement Savingsand Income Planning, and Estate Planning. In Wiley Efficient Learning, CFP CertificationGold Course (pp. Module C18, C19, C20, C21, D24, D29, F42, F43, F44, F45, F46, F47, F50,F51, G55, G56, G57, G58, G60, H66). Hoboken: Wiley. Retrieved From:https://www.efficientlearning.com/ucfpChien, C.L., Frischkorn, J., Beal, T. (2019). Business Essentials Certificate Program. NewYork: American Management Association.Chien, C.L. (2017). WMCP Wealth Management Certified Professional. Bryn Mawr, PA. TheAmerican College of Financial Services. (two chapters contributor)INTERVIEWSChien, C.-L. (2021, July 15). State Farm Center for Women - Women Influencer PodcastSeries. The American College of Financial Services.6
Chien, C.-L. (2020, July 28). Close Encounters of the Board Kind - A WIFS Summer Series.Women In Insurance & Financial Services.Chien, C.-L. (2020, March). Leave a penny. CLUMagazine. (K. Matthews, Interviewer).Retrieved From: leave-apenny/SPEAKING ENGAGEMENTS Chien, C.-L. (2021, Oct. 28). Business Effectiveness Evaluation: Exit / SuccessionPlanning. Professional Business Coaches Alliance (PBCA).Chien, C.-L. (2021, Oct. 21). Business Coaching Expert-Led Small Group Discussions:Exit/Succession Planning. 2021 Fall Professional Business Coaches Alliance (PBCA)ConferenceChien, C.-L. (2021, July 23). WIFS Partner Panel - Changing: Self-Awareness. Womenin Insurance & Financial Services.Chien, C.-L. (2021, Apr 23). WIFS Fireside Chat Panel Discussion-Changing:Leadership. Women in Insurance & Financial Services.Chien, C.-L. (2021, Mar 06). The 6th Annual Women's Forum. Women in Insurance &Financial Services-Los Angeles and National Association of Insurance and FinancialAdvisors-Great Foothills.Chien, C.-L. (2021, Jan 28). WIFS Fireside Chat Panel Discussion-Changing: Culture.Women in Insurance & Financial Services.Chien, C.-L. & Thiel, J. (2020, Dec 15). Experiential Learning Through Pro BonoFinancial Planning Consulting. 2020 REGISTERED PROGRAMS CONFERENCE –VIRTUALLY (Wash DC).Chien, C.-L. & Thiel, J. (2020, Dec 3). Personal Financial Planning Careers. UCLAExtension – VIRTUALLY (Los Angeles).Chien, C.-L. (2020, Jul 08). Successfully Pivoting to Preserve Your Project. AmericanManagement Association - New York.Chien, C.-L. (2020, Apr 23). Selling a Planning Practice: The Relationship betweenRevenue Multiple and Revenue Size. National Association of Insurance and FinancialAdvisors - Los Angeles.Chien, C.-L. (2020, Apr 02). Enhancing Retirement Success Rates In The UnitedStates. Women in Insurance & Financial Service - Los Angeles.Chien, C.-L. (2020, Jan. 23). The Future of Advising in Light of Automation. TheConejo Valley Estate Planning Council: Through the Looking Glass Symposium XVI,California State University, Channel Islands.Chien, C.-L. (2020, Jan. 08). The Future of Advising. Women in Insurance & FinancialServices: WIFS Education Webinar, Albany, NYChien, C.-L. (2019, Nov 13). Diversity Program Case Studies. The CFP Board Centerfor Financial Planning, 2019 DIVERSITY SUMMIT. Washington, D.C.Chien, C.-L. (2019, Oct 21). Enhancing Retirement Success Rates in the United States.FPA Student Club at West Texas A&M University. Canyon, TX.Chien, C.-L. (2019, May 22). Near retirement? What are some practical strategiespreparing for retirement?. California Lutheran University: Campus Community Day,Thousand Oaks, CA.7
Chien, C.-L. (2019, May 17). Selling Financial Planning Practice. Financial PlanningAssociation Ventura County: Quarterly Chapter Meeting at Spanish Hills CountryClub, Camarillo, CA.Chien, C.-L. (2019, April 29). Future of Financial Advising. University Village (UVTO),Thousand Oaks, CA.Chien, C.-L. (2019, April 10). Leverage Financial Planning to growth business.Women in Insurance & Financial Services: WIFS Education Webinar, Albany, NY.https://youtu.be/Eugp2O7Va3kNON-ACADEMIC PUBLICATIONS Chien, C.-L. (2021, Aug 21). The Mental Health Trade-Off: When Spending MoreMoney Might Be The Right Choice. Retrieved from Value Growth InstituteSuccession Blog: -choice/Chien, C.L. (2021, July 20). Ask the Experts: 2021's Best & Worst States to Start aBusiness. WalletHub. Retrieved from: siness/36934#expert Chia-Li ChienChien, C.-L. (2021, Mar 15). Trust makes the adviser-client relationship. Pacific CoastBusiness Times. Retrieved , C.L. (2021, Jan 25). Ask the Experts: 2021’s Best States to Retire. WalletHub.Retrieved from: retire/18592#expert Chia-Li Chien.Chien, C.-L. (2020, Dec 17). Financial Counseling and Coaching for the Client and thePractice. Retrieved from Value Growth Institute Succession coaching-for-the-client-and-thepractice/Chien, C.-L. (2020, Dec 1). How to Counsel Clients Without Shaming Them. Retrievedfrom Value Growth Institute Succession clients-without-shaming-them/Chien, C.-L. (2020, Apr 10). Now might be time for a small business loan. PacificCoast Business Times. Retrieved now-might-be-time-for-a-smallbusiness-loan/Chien, C.-L. (2020, Feb 14). Misconceptions thwart successful retirements. PacificCoast Business Times. Retrieved ceptions-thwart-successfulretirements/Chien, C.-L. (2020, Feb 12). Entrepreneur? Business Owner? You Face More ComplexRetirement Planning. TheStreet: Retirement Daily.Chien, C.L. (2019, Dec). The Human Approach. LeadHER Blog. RetrievedChien, C.L. (2019, July 25). Ask the Experts: Best Business-Credit-Card Practices.WalletHub. Retrieved from: erts Chia-Li ChienChien, C.-L. (2019, May 10). Plan before claiming Social Security benefits. PacificCoast Business Times. Retrieved from:8
-claiming-social-securitybenefits/Chien, C.-L. (2019, Apr 23). Satisfied Clients, Healthy Business, Happy Life. WomenIn Insurance & Financial Service: LEADHER Blog. Retrieved from:https://wifsnational.org/images/Blog Articles/2019/Satisfied Clients Healthy Business Happy Life Blog Template.pdfChien, C.-L. (2019, Mar 1). Maintain an adequate fund for emergencies. Pacific CoastBusiness Times. Retrieved maintain-an-adequate-fund-foremergencies/Chien, C.L. (2019, Jan.). Ask the Experts: Young Adult Credit-Card Section.WalletHub. Retrieved from: dults/#expert chia-li-chienChien, C.L. (2018, Nov 23). Myths about business succession. Pacific Coast BusinessTimes. Retrieved from: about-business-succession/Chien, C.-L. (2018, Mar 18). Sources of Financial Planning Retirement Advice: OneSize Does Not Fit All. Retrieved from Value Growth Institute Succession -advice-one-size-does-not-fit-allChien, C.-L. (2018, Feb 25). Consider this Before You Give Yourself a Raise!.Retrieved from Value Growth Institute Succession ources/599-qbi-qplanChien, C.-L. (2018, Jan 28). Coping with Changes in Government Funding ofRetirement Systems. Retrieved from Value Growth Institute Succession ources/598-coping-with-changesChien, C.-L. (2018, Jan 20). Predicting Cash-Out Value to Encourage TimelySuccession Planning: The New Fortune Telling. Retrieved from Value GrowthInstitute Succession ources/597-thenewfortunetellingChien, C. (2016, Oct 15). Recognize Behavioral Signs before Your Emotions Takeover in Making Strategic Financial Decisions. Retrieved from Value Growth Institute:Succession Blog. s/596recognize-behavioral-signsChien, C. (2016, Oct 15). Coping with the Costs of College. Retrieved from ValueGrowth Institute: Succession ources/595-coping-with-the-costsof-collegeChien, C. (2016, Mar 22). Managing Major Business Change. Retrieved from ValueGrowth Institute: Succession ources/593-managing-majorbusiness-changeChien, C. (2016, Feb 03). Changing business practices to reflect new market realities.Retrieved from Value Growth Institute: Succession ew-market-realitiesChien, C. (2016, Jan 14). Utilizing key C2B trends to help your business evolve.Retrieved from Value Growth Institute: Succession Blog.9
s-evolveChien, C. (2015, Apr 27). How to Leverage Your 1st Quarter 2015 Numbers. AMAPLAYBOOK.Chien, C. (2015, Mar 11). Create Favorable Conditions to Reduce Risk in Exit Timing.AMA PLAYBOOK.Chien, C. (2015, Mar 6). When the Problem Is Not the Problem. AMA PLAYBOOK.Chien, C. (2015, Jan 28). Harness Company Success in 2015. AMA PLAYBOOK.Chien, C. (2014, Dec 12). A Succession Strategy Can Help Lead You out of theWilderness. AMA PLAYBOOK.Chien, C. (2014, Oct 28). Realize Your Desired Business Outcome Through“Considerable Planning”. AMA PLAYBOOK.Chien, C. (2014, Oct 15). Make Succession Strategy a Priority. AMA PLAYBOOK.Chien, C. (2014, Sep 8). Meet Your Business Goals with Forecasting: Creating aForecasting System. AMA PLAYBOOK.Chien, C. (2014, Aug 28). Budgeting vs. Forecasting: What’s the Difference? AMAPLAYBOOK.Chien, C. (2012). Work toward reward: Building business value today for a welldeserved future. Bloomington: IUniverse.Chien, C. (2010). Show me the money: Run your business like a prosperous investor.Bloomington: IUniverse.Chien, C. (2010, December 28). How to Convert Prospects into Customers. WomenEntrepreneur Magazine.Chien, C. (2010, December 13) How to Impress Investors. Women EntrepreneurMagazine.Chien, C. (2010, November 15). Are You in the 'Caring' Business. WomenEntrepreneur Magazine.Chien, C. (2010, November 9). Insist on Real-Time Access to Financials. WomenEntrepreneur Magazine.Chien, C. (2010, October 20). Happiness Is Not All About the Money. WomenEntrepreneur Magazine.Chien, C. (2010, October 12). Looking for Funding? Investors Are Out There. WomenEntrepreneur Magazine.Chien, C. (2010, October 01). Effective E-Mail Marketing. Women EntrepreneurMagazine.Chien, C. (2010, September 09). What Drives Business Value? Women EntrepreneurMagazine.Chien, C. (2010, August 30). Entrepreneurial Tools Set Kids Up for Success. WomenEntrepreneur Magazine.Chien, C. (2010, August 23). To Succeed in Business, Find a Niche. WomenEntrepreneur Magazine.Chien, C. (2010, August 04). Innovate or Be Crushed. Women EntrepreneurMagazine.Chien, C. (2010, July 29). What's Your 1 Million Business Worth? WomenEntrepreneur Magazine.Chien, C. (2010, July 11). Stay a Step Ahead of Your Industry. Women EntrepreneurMagazine.GRANT FUNDING & AWARDS10
CBC Federal Credit Union 17,100 Sponsorship for NRC950 Introduction of PersonalFinance for working adults. Oct 2020 to May 2021.2020 American Book Award Winner in the Business: Personal Finance/Investingcategory on Nov. 20, 2020. (blind peer-reviewed book “Enhancing RetirementSuccess Rates in the United States”)2020 International Book Award Finalist on July 31, 2020. (blind peer-reviewed book“Enhancing Retirement Success Rates in the United States”)The School of Management Advisory Council Awards for Outstanding Achievementshonored Chia-Li Chien for Research on Oct. 1, 2020.California Lutheran University Community Leaders Association 2,500 grant. 20192020.HONORS AND AWARDS The School of Management Advisory Council Awards for Outstanding Achievementshonored Chia-Li Chien for Research on Oct. 1, 2020. Enhancing Retirement Success Rates in the United Stateso 2020 American Book Award Winner in the Business: PersonalFinance/Investing category on Nov. 20, 2020o 2020 International Book Award Finalist on July 31, 2020. Work toward reward:o New England Book Festival on Dec 23, 2013o Southern California Book Festival on Oct 05, 2013o DIY Book Festival on July 08, 2013o New York Book Festival on June 10, 2013o International Book Awards on May 20, 2013o SAN FRANCISCO BOOK FESTIVAL on May 6, 2013o Great Southeast Book Festival on March 6, 2013 Show me the money:o Best Books Awards on October 26, 2010o New England Book Festival on December 28, 2010HOST OF NEXTGEN MENTORING FORUM: The mission of the Mentoring Forum series isto empower, educate, and illuminate individuals who are interested in the FinancialPlanning industry. At each forum, I interviewed an expert to discuss a topic in the field offinancial planning with the purpose of inspiring critical thought and discussion. EachYouTube interview listed below includes a blog article. Chien, C.L. & Witbeck, Jeremy D. (12/14/2021). Year-End Investment Updates withJeremy D Witbeck, MBA, CFA, CFP . NextGen Mentoring Forum. Retrieved y-d-witbeck-mba-cfa-cfp-12142021/ Chien, C.L. & Carcone, Colleen. (12/07/2021). Biden Tax Updates with ColleenCarcone J.D., CFP . NextGen Mentoring Forum. Retrieved -j-d-cfp-12072021/ Chien, C.L. & Rehl, Kathleen M. (11/09/2021). What Matters the Most? Help YourClients Write Legacy Letters for Family and Friends with Kathleen M. Rehl, Ph.D.,CFP , CeFT . NextGen Mentoring Forum. Retrieved dr-rehl-ph-d-cfp-ceft-11092021/11
Chien, C.L. & Cousineau, Jake. (11/02/2021). Changing Your Financial BehaviorsThrough Stories with Jake Cousineau. NextGen Mentoring Forum. Retrieved ugh-stories-with-jake-cousineau-11022021/Chien, C.L. & Cosentino, Eric W. (10/19/2021). Why you should consider using aTrust company to manage your assets? with Eric W. Cosentino, CTFA. NextGenMentoring Forum. Retrieved From: ith-eric-wcosentino-ctfa-10192021/Chien, C.L. & Franks, Joel. (09/21/2021). Applying Financial Behaviors to Build YourWealth with Joel Franks. NextGen Mentoring Forum. Retrieved ng-your-wealth-with-joel-franks-09212021/Chien, C.L. & Williams, Sarah E. (09/07/2021). Sell with Emotion Through SocialMedia with Sarah E. Williams. NextGen Mentoring Forum. Retrieved -with-sarah-e-williams-09072021/Chien, C.L. & Lei, Shan. (May 18, 2021). How to attract women clients? NextGenMentoring Forum. Retrieved From: binars/how-to-attract-women-clients-051821/Chien, C.L. & Van Law, William C. (May 04, 2021). How Should Advisors Leveragethe Continuum of Business Models? NextGen Mentoring Forum. Retrieved nuum-of-business-models-050421/Chien, C.L. & McCarley, Jason. (Apr 20, 2021). Can Robo-Advisors Help FinancialPlanning Professionals? NextGen Mentoring Forum. Retrieved ing-professionals-42021/Chien, C.L. & Sensenig, Derek J. (Apr 06, 2021). How Can Advisors Improve TeleFinancial Planning? NextGen Mentoring Forum. Retrieved ial-planning-040621/Chien, C.L. & Rehl, Kathleen M. (Mar 16, 2021). Why Post-Widowhood MarriageExposes Those to Future Risk? NextGen Mentoring Forum. Retrieved ose-to-future-risk-316
Chia-Li Chien, PhD, CFP , PMP , CPBC P.O. Box 481008, Charlotte, NC 28269-9598 (704) 268-9378 & email: [email protected] (Chia-Li Chien is pronounced Jolly Jan) EDUCATION Ph.D. Financial and Retirement Planning The American College of Financial Services (Dec 2018) Dissert
![DR. DAVID EDWARD MARCINKO FACFAS MBA CFP MBBS [Hon]](/img/67/executive-summary-marcinko.jpg)
