Chia-Li Chen, PhD, CFP®, PMP®
Dr. Chia-Li Chien is an assistant professor and director of the financial planning program at California Lutheran University. She holds a Ph.D. in financial planning and before her academic financial planning career, she held several senior management positions in Fortune 500 companies. She is a succession program director at Value Growth Institute and runs a succession consulting practice dedicated to helping women business owners increase the equity value of their firms.
Colleen M. Carcone, CFP®, J.D.
Colleen has been teaching at Boston University for over a decade. An expert in Estate Planning as part of the CFP® Program as well as for the Capstone course, Colleen authored Principles of Estate Planning, the third edition of which was published in August 2018 and serves a Director of Wealth Planning Strategies for TIAA. Colleen’s tax and estate planning knowledge and background allow her to provide high-net-worth families with specialized advice and sophisticated planning strategies for every aspect of their financial lives.