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.
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.
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.
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.
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.
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.
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.
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.”
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.
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.
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, 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.
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.
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.
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.
Board of Directors
Meet the College for Financial Planning®—a Kaplan Company's Board of Directors