Financial Planning and Wealth Management Minor
Financial Planning: Aligning Values with Actions
Francis J. Noonan School of Business
Brian Kallback, CFP®, QPA
A comprehensive financial planner uses an integrated approach towards all aspects of a financial situation, including, but not limited to: Insurance & Risk Management, Investment Planning, Tax Planning, Retirement Planning, Employee Benefits, and Estate Planning.
Though content is integral, the profession of planning additionally requires a commitment to ethics and awareness of behavioral finance, consumer psychology, family dynamics, customer service, and business development. In other words, a competent, comprehensive financial planner is a well-rounded individual who is interested in people and values service above self.
I want to be a financial planner because I want to help people. I love the opportunity to look at the quantitative and qualitative aspect of wealth management. To be able to build long-lasting relationships rooted in the fulfillment of clients’ ultimate financial goals will be exciting.”
The Financial Planning Association (FPA) is the home for the next generation of CFP ® professionals. By providing diverse education, relationship building, information-sharing, and volunteer opportunities that create positive social change, FPA is the definitive resource for students to gain knowledge and establish relationships.
When Duhawks who studied Finance return to campus, it is inevitable the conversation will turn to the impact made on their lives by Joe Bernardi and John Upstrom. These gentlemen laid the foundation over decades of service to our Loras community for our unique financial planning and wealth management offering.