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Wealth Management Faculty

Our wealth management faculty consists of expert practitioners in every facet of the financial services industry. From insurance and retirement planning to behavioral finance and portfolio management, our professors have you covered.

CFFP_MKT-010616_faculty_Amy-Rell
CFFP_MKT-010616_faculty_Amy-Rell

Dr. Amy Rell

Provost

Dr. Amy Rell is the Provost of the College for Financial Planning, where her role includes stewardship for the College’s academic programs, creation and implementation of the academic priorities for the College, and assuring the quality of the educational offerings. Amy has served in a variety of academic roles at UCLA, San Jose State University and the Colorado Community College System, in positions ranging from faculty to department chair to Dean. Prior to joining the College, Amy served as founding Dean for the Office of Global Education at Regis University.

CFFP_MKT-010616_faculty_Aman-Sunder
CFFP_MKT-010616_faculty_Aman-Sunder

Dr. Aman Sunder

Chair of Graduate Degree Programs | Professor

Dr. Aman Sunder is a professor, Graduate Chair of the Master’s Degree Program, and researcher at the College for Financial Planning. He is also the lead faculty on several courses in MS – Personal Financial Planning program. His role at the College includes administrative leadership of the Graduate Program that includes MS degrees in Finance and Financial Planning. He leads the research initiatives at the College and serves on its Institutional Review Board and several other committees, including Academic Integrity and Research.

Somnath Basu Sized
Somnath Basu Sized

Dr. Somnath Basu

Chair of Financial Analysis Department | Professor

Dr. Somnath Basu is the chair of the financial analysis department and a professor of finance at the College for Financial Planning. He started his career at The Reiman School of Finance at the University of Denver in 1989, where he received his tenure. He joined California Lutheran University in 1999. He served at CLU until 2015. Since then he has been a professor of finance at the College for Financial Planning. He also served as a professor of finance at the Helsinki School of Economics (now Aalto University) between the years 2005–2006 and 2011–2012.

CFFP_MKT-010616_faculty_Cindy-Riecke
CFFP_MKT-010616_faculty_Cindy-Riecke

Cindy Riecke

Sr. Director of CFP Education | Professor

Cindy Riecke, MS, CFP®, ChFC®, CLU® is Senior Director of CFP® Programs and professor at the College for Financial Planning. In her role as Senior Director, Cindy oversees all Certified Financial PlannerTM exam projects and course revisions and is involved in course development, design, and delivery. She also serves on the College’s Academic Integrity, Faculty Development, Research, and Promotions committees.

CFFP_MKT-010616_faculty_David-Mannaioni
CFFP_MKT-010616_faculty_David-Mannaioni

David Mannaioni

Sr. Director of Designation Education | Professor

David Mannaioni, CFP®, MPASSM is the Senior Director of Designation Programs and a professor at the College for Financial Planning. In the Senior Director role he oversees the development and revision of course content and ensures that the requisite academic rigor is in place for each of the nine professional designations the College offers. David also is actively involved in the development of course content, including textbooks, assessment questions, live classes, and videos. 

Chris Woehrle Sized
Chris Woehrle Sized

Dr. Christopher Woehrle

Chair of Tax & Estates | Professor

Dr. Christopher Woehrle serves as professor and chair of the tax and estate planning department at the College for Financial Planning. He has extensively published on the coordination of charitable gift planning with retirement planning. In 2017 he received a Distinguished Author Award by vote of the readers of Trusts & Estates, a preeminent wealth management journal.

CFFP_MKT-010616_faculty_Jim-Maher
CFFP_MKT-010616_faculty_Jim-Maher

Jim Maher

Chair of General Financial Principles, Planning Practice, & Insurance | Professor

Jim Maher, MBA, APMA®, CFP® is a department chair and professor at the College for Financial Planning. He is responsible for overseeing the Department of General Principles, Planning Practice, and Insurance.

Jim has close to 30 years of experience in the financial planning industry as both an advisor and educator. As an educator, he worked as a senior content specialist with Kaplan Financial Education, primarily in the areas of investments and insurance planning, and co-authored courses in the CFP® education program. In addition, he was an instructor for Kaplan on topics including insurance and securities prelicensing. 

CFFP_MKT-010616_faculty_Mike-Harris
CFFP_MKT-010616_faculty_Mike-Harris

Mike Harris

Chair of Retirement Studies | Professor

Mike Harris, MPASSM, CFP®, CRPC® is the chair of the retirement studies department and a professor at the College for Financial Planning, specializing in both the retirement planning and estate planning areas.

Prior to the merger of the College for Financial Planning and Kaplan Professional, Mike was Kaplan Professional’s subject matter expert for retirement planning and estate planning, collaborating with other subject matter experts on the books “Personal Financial Planning: Theory and Practice” and “Personal Financial Planning: Cases and Applications.”

CFFP_MKT-010616_faculty_Jesse-Arman
CFFP_MKT-010616_faculty_Jesse-Arman

Dr. Jesse B. Arman

Professor

Dr. Jesse Arman serves the College for Financial Planning in the dual roles of professor and Accreditation Liaison Officer, where he is primarily responsible for the College’s accreditation and regulatory relationships. Prior to this, Jesse was the College’s Vice President of Regulatory and Government Affairs from 2012 to 2016 and the Vice President of Academic Affairs from 1998 to 2012.

CFFP_MKT-010616_faculty_Cindy-Shnaider
CFFP_MKT-010616_faculty_Cindy-Shnaider

Cindy Shnaider

Graduate Coordinator | Professor

Cindy Shnaider, MSF is a professor and Graduate Coordinator at the College for Financial Planning, developing, overseeing, and teaching graduate courses in both the personal financial planning and finance degrees. She also serves as the primary liaison for the Graduate Program, ensuring communication and coordination with adjuncts, the registrar, the academic advisor, and the learning platform.

CFFP_MKT-010616_faculty_Michael-Angell
CFFP_MKT-010616_faculty_Michael-Angell

Michael Angell

Assistant Professor

Michael Angell, CFP®, EA is an assitant professor at the College for Financial Planning, where he serves primarily as the in-house income tax planning subject matter expert.

Michael began his financial services career in banking over 20 years ago and eventually migrated into investment management and insurance planning...

Barclay Roper Sized
Barclay Roper Sized

Barclay Roper

Assistant Professor

Barclay Roper, MSF is an assistant professor at the College for Financial Planning, specializing in retirement planning and investments. He teaches graduate courses in both the personal financial planning and finance degrees, and is involved in developing and teaching designation courses.

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CFFP_MKT-010616_faculty_Jennifer-Coombs

Jennifer N. Coombs

Associate Professor

Jennifer (“Jenny”) N. Coombs, CRPC®, is an associate professor at the College for Financial Planning. She is the creator, lead author, and lead instructor for the Chartered SRI Counselor™ (CSRIC) designation education program, and serves as a subject matter expert on a number of the College’s investment courses. She also serves as the chair of the College’s Research Committee. 

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CFFP_MKT-010616_faculty_Adam-Scherer

Adam Scherer

Associate Professor

Adam P. Scherer, CFP®, CRPC®, is an associate professor and the current Faculty Senate President at the College for Financial Planning, specializing in the areas of insurance, risk management, employee benefits, education planning, professional conduct and regulation, and general financial planning principles. Adam also serves on the College’s Executive, Research, and Faculty Development committees.

Dan Johnson Sized
Dan Johnson Sized

Dan Johnson

Associate Professor

Dan Johnson, MS, CFP® is an assistant professor at the College for Financial Planning. He teaches a variety of courses at the College while staying engaged as a practitioner. He currently resides in Minneapolis, MN.

Sara Stolberg Berkowicz Sized
Sara Stolberg Berkowicz Sized

Dr. Sara Stolberg Berkowicz

Associate Professor

Dr. Sara Stolberg Berkowicz, CFP®, CDFA® is an assistant professor at the College for Financial Planning, specializing in the areas of retirement, divorce financial planning, and money psychology. In addition to teaching, research, and content management duties, Sara also serves on the College’s Research and Faculty Honors committees.

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The College for Financial Planning offers designation programs for all levels of your career.

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