Financial Planning

Chia-Li Chien, Ph.D., CFP, PMP

Program Director

Assistant Professor, Financial Planning, Director, Financial Planning Program and California Institute of Finance
The American College of Financial Services 2018
Succession Planning for Women Business Owners

Kirk Lesh, Ph.D.

Assistant Professor, Economics
University of California Santa Barbara
Applied Microeconomics

Hossein Salehi, Ph.D., CFP

Assistant Professor, Financial Planning
Texas Tech University

Daralee Barbera, EdD CFP CLF ChFC CMFC CPBC


University of Southern California 2019

Terry L Bradford-Crane, MBA, CFP®

Adjunct Faculty Member
California Lutheran Univerisity 2011

Linda E Clayton, MBA, CFP®, CDFA®

Adjunct Faculty Member

Janet Davis, M.S., CPA, CFP®

Senior Adjunct Faculty Member
tax planning and return preparation for professionals as well as for small to mid-size businesses and their owners

Hratch J Karakachian, J.D. MBT, CPA

Senior Adjunct Faculty Member
University of West Los Angeles 2007
Income Taxation, Estate & Gift Taxation, Estate Planning, Probate

William Klepper, MBA, CFP®

Senior Adjunct Faculty Member
Investments-Retirement Planning

Edward William Kramer, MBA, CFP(R), EA

Adjunct Faculty Member
Tax planning for closely-held family business

Jeffrey William Lang, Ph.D. Candidate, MS, CFP®, ChFC®, CLU®

Adjunct Faculty Member
Business Management, Financial Services

Steven Lee

Adjunct Professor
The American College of Financial Services 2020
Ethics in financial planning, white-collar crime, management of estate assets

Kelly E. O'Donnell, JCD

Senior Adjunct Faculty Member
Pontifical University Antonianum, Rome 1992
Business Law, Business Ethics, Canon Law

Michael J. Prior, Ph.D., DBA, Ed.D., MBA.

Senior Adjunct Faculty Member
ISM, Paris, France. Ph.D. 2006
Business Strategy, Marketing, Business Innovation. International Trade & Development. Global Executive Developing Unique Lifestyle Products, Motorsports, Investment Partnerships, Auto Manufacturing, Tourism, Entertainment.and

Rebecca Stay, MSFS, Ph.D. Candidate, CFP®

Adjunct Faculty Member
CERTIFIED FINANCIAL PLANNER (tm) Retirement Planning Estate Planning Strategies Portfolio Management

Jeremy D Witbeck, MBA, CFA, CFP®

Senior Adjunct Faculty Member

Igor A. Zey, Ph.D. Candidate

Adjunct Faculty Member

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