Daralee Barbera, EdD CFP CLF ChFC CMFC CPMBC
About
Dr. Daralee Barbera EdD, CPMBC®, CFP®, CLF®, ChFC®, CMFC® has over three decades of experience in the financial services profession and is passionate about the importance of financial planning and the critical role of leadership.
Dr. Barbera has an EdD in Leadership and Organizational Change from the University of Southern California, a bachelor’s degree in Mathematics (summa cum laude), and a Master of Arts in Secondary Education from California State University, Long Beach.
She is adjunct faculty at The American College of Financial Services, teaching in the MSM, Master of Science in Management, program, as well as adjunct faculty at California Lutheran University in the MSFP, Master of Science in Financial Planning, program. Daralee was Vice President of Strategic Initiatives and Executive Vice President of Business Development for GAMA International; GAMA provides leadership development solutions globally for financial services leadership. She is a certified business coach. She is a principal and President of Diversified Professional Coaching (DPC) LLC and President of WFW Consulting.
She spent 34 years at Waddell and Reed, starting her career as a financial advisor followed by 30 years in leadership, primarily as a Managing Principal with offices throughout Southern and Central California. Her numerous awards included Platinum Member of Chairman’s Cabinet (seven times), Leadership Council (four times), Leadership Council Chair, Waddell & Reed’s prestigious and exclusive 7 C’s Award, and the unique Crystal Plate Award. Her division received 35 Gold, Silver, and Bronze level Awards based on sales production. She qualified for Circle of Champions 28 times, Crest 16 times, and received the GAMA Diamond International Management Award for Financial Planning.
Dr. Barbera has co-authored two books: Women Matter – The Why and How of Gender Diversity in Financial Services and What You Can Do…When You Can’t – 21 Days to Personal Success. Both titles are available on Amazon.com. Her doctoral dissertation, Financial Literacy for Women and the Role of Financial Education: An Exploratory Study of Promising Practices, is available at USC Digital Library and ProQuest. She is a contributing author to The Experience of Leadership – Proven Examples from Successful Leaders, by Fred Stuvek, Jr.
As well as having served on The American College’s Board of Trustees, she was 2014-2015 President of the GAMA International Board of Directors and is Chairman Emeritus of the Orange County California Chapter of the FPA (Financial Planning Association), which is formerly the IAFP (International Association of Financial Planning). She was “Woman of the Year” for WIFS (Women in Insurance and Financial Services) and was named as one of the “20 Women in Insurance You Need to Know” in 2013 by Life Health Pro. She serves on the Board of MoneyWeave Academy, a non-profit organization focused on promoting financial literacy for women.
She is a member of NAIFA (National Association of Insurance and Financial Advisors), FINSECA, FPA (Financial Planning Association), PBCA (Professional Business Coaches Alliance), and WIFS (Women in Insurance and Financial Services).
Dr. Barbera is a member of Life Happens, DPC, and GAMA Global’s Speakers Bureau and has addressed thousands of financial services leaders, both domestically and internationally. She has been featured in the Forbes.com, GAMA International Journal, GAMA’s “Best Ideas” series, National Underwriter, Life Health Pro, Advisor Today, The Wall Street Journal, Business Wire, Yahoo Finance, MarketWatch, The Wealth Channel, World News, International Business Times, Orange County Register, The Buffalo News, California Broker, Financial Planning, Investment News, Insurance News Net Magazine, Find Bob, and KPPC and KNX Radio in Los Angeles.
Prior to her career in financial services, she was a high school and college teacher. During that time, she co-chaired the Math department at Dana Hills High School in Dana Point, CA, taught at Fullerton College in Fullerton, CA, and was named Teacher of the Year by Capistrano Unified School District in Orange County, CA.
She can be contacted at dsbarbera@callutheran.edu. Visit www.divprocoach.com
Education
University of Southern California 2019 Doctor of Education, Organizational Change and Leadership
California State University, Long Beach Master of Arts, Secondary Education
California State University, Long Beach Bachelor of Arts, Mathematics (Summa Cum Laude)
CPMBC, Certified Professional Master Business Coach | Professional Business Coaches Alliance
ChFC, Chartered Financial Consultant | The American College for Financial Services
CLF, Chartered Leadership Fellow | The American College for Financial Services
CMFC, Chartered Mutual Fund Counselor | The College for Financial Planning
CFP, Certified Financial Planner | The College for Financial Planning
Publications
Barbera, D. (2022, March). The 3 C’s of inclusive client relationships: Community, connectivity, and communication. California Broker, 40(5), 44-45. https://www.calbrokermag.com/category/in-this-issue/page/5/
Barbera, D. (2021). The three “C”s of Inclusive Leadership: Community, connectivity, and communication. Take-5: Best Practice Review – Innovative Leadership. GAMA Global.
Barbera, D., Stuvek, F., et al (2021). The experience of leadership: Proven examples from successful leaders. Triumvirate Press.
Barbera, Daralee S. (2019). Financial literacy for women and the role of financial education: An exploratory study of promising practices (Doctoral dissertation). ProQuest LLC.
Barbera, D., Skipper, T., & Witham, L. (2016). Women matter: The why and how of gender diversity in financial services. WFW Publishing.
Barbera, D., & Joyce, C. (2016). What you can do when you can’t: 21 Days to personal success. WFW Publishing.
Barbera, Daralee (2011). Strategies for systematically supporting producers. Great Ideas for Front Line Leaders: GAMA’s Great Ideas Series; 10, 5-7.
Barbera, Daralee (2010). Synergy. Great culture-building ideas: GAMA’s Great Ideas Series; 9, 10-11.
Barbera, Daralee (2007). Teaching others to teach. Great team-building ideas: GAMA’s Great Ideas Series; 6, 43-45.
Barbera, D., & Larsen, M. (2007). Recipe for a retreat. GAMA International Journal-Solutions for Industry Leaders; 31(4), 38-44.
Barbera, Daralee (2005). Always room for managers. Great leadership ideas: GAMA’s Great Ideas Series; 4, 11-14.