California Institute of Finance — CIF

Harry Starn
Adjunct Faculty
Investments
email: hstarn@clunet.edu

Profile Areas of Expertise Resume

 

Harry Starn

Harry Starn, Jr. is a professor in California Lutheran University's MBA in Financial Planning Program and serves as the Associate Director of its California Institute of Finance. He earned a Bachelor of Science Degree from the United States Military Academy at West Point and a Master of Science Degree in Finance from the University of Colorado in Boulder. He holds professional credentials as a Certified Financial Planner (CFP) and Chartered Financial Analyst (CFA).

Harry has over 20 years of experience in the financial-services industry. Besides teaching financial planning at the graduate level, he manages his own fee-only financial planning practice, Action Financial Planning, LLC. Prior to starting his own practice in 1996, Harry worked as a registered representative with Financial Network Investment Corporation and later served as the Manager of Special Directors' Services with Lipper Analytical Services, Inc., a consulting department to the mutual fund industry.

Harry is a member of the Financial Planning Association (FPA), Financial Planning Association of Ventura County, the National Association of Personal Financial Advisors (NAPFA) and the CFA Institute.

Areas of Expertise

1. Investments
   1. Stock, bond, and security analysis
   2. Mutual fund and exchange traded fund analysis
   3. Portfolio asset allocations and investment policy statements
   4. Trading psychology, fundamental analysis, and technical analysis
2. Financial Planning
   1. Investment planning
   2. Retirement planning
   3. Comprehensive financial plans
3. Real Estate
   1. Income properties
   2. Real Estate valuations
   3. Real Estate financing
4. Closely-Held Business
   1. Operational analysis
   2. Transition of ownership
   3. Balanced scorecards
5. Education and Training
   1. Individual self-improvement
   2. Corporate training programs
   3. Equity trading for the active investor

Resume

• Professor for graduate- and under-graduate investment and financial courses for California Lutheran University and Regis University
• Wealth manager and equity trader with Boulder Capital Management, LLC.
• Consultant to the mutual fund industry with Lipper Analytical Inc.
• Financial planner for high-net-worth individual with Financial Networks Investment Corporation
• Real estate investment broker with Prudential Real Estate and Century 21
• Co-owner/operator of 700-person, food-marketing corporation
• Captain in the US. Army Signal Corp.