About Dr. Chien

Chia-Li Chien, PhD, CFP®, PMP®

Chia-Li Chien, PhD, CFP®, PMP®

Succession Program Director

Chia-Li Chien, Ph.D., CFP®, PMP®, is a Succession Program Director at Value Growth Institute. Before her consulting practice, she held several senior management positions in Fortune 500 companies, including Diageo, ABB, CIGNA, and RSA Insurance Group. Dr. Chien is a frequent speaker about succession planning at national conferences and has published three books, including her most recent publication, “Enhancing Retirement Success Rates in the United States.” She publishes research on succession topics in a variety of academic and practitioner research journals. Dr. Chien serves on the boards of various national financial service associations. She holds a doctorate in financial planning and is a Certified Financial Planner (CFP®) as well as Project Management Professional (PMP®). Dr. Chien is an Assistant Professor and Director of the Financial Planning Program of California Lutheran University.

Chia-Li Chien is pronounced Jolly Jan.


Publications by Chia-Li Chien, PhD, CFP®, PMP®

Chien, C.-L., Cosentino, S. W., & Salehi, H. (in press). Retirement Income: The Case of Direct Investment in Short-Term Rental Property Compared to a Dividend Stock. SAGE Publications: SAGE Business Cases Originals.

Chien, C.L. (in press). Accounting for Retirement Asset Distributions During the Decumulation Stage of Life. In Grable, J. & Chatterjee, S. (Eds.), Handbook of Personal Finance. De Gruyter.

Chien, C.-L., Cosentino, S. W., & Thiel, J. F. (2021). Forecasting assessment revenue: the case of Ventura County Lodging Association. SAGE Publications: SAGE Business Cases Originals. DOI: 10.4135/9781529758184

Chien, C.L. (2021). Succession Planning in an Ensemble Financial Planning Practice. SAGE Publications: SAGE Business Cases Originals. DOI: 10.4135/9781529735956

Turner, K. & Chien, C-L. (July 29, 2020). The Impact of Mid-Late Career Health Shocks on Retirement Wealth. Virtual: The 13th Biennial Virtual Conference of Asian Consumer and Family Economics Association (ACFEA).

Turner, K. & Chien, C-L. (Oct. 1, 2020). The Impact of Mid-Late Career Health Shocks on Retirement Wealth. Virtual: 2020 Academy of Financial Services.

Turner, K. & Chien, C-L. (Nov. 16, 2020). The Impact of Mid-Late Career Health Shocks on Retirement Wealth. Virtual: 2020 AFCPE® Research & Training Virtual Symposium.

Chien, C. (2019). Enhancing retirement success rates in the united states: Leveraging reverse mortgages, delaying social security, and exploring continuous work. Switzerland, Cham: Springer International Publishing. doi:10.1007/978-3-030-33620-2

Chien, C.L. (2019). Practical Strategies to Enhance Retirement Success Rates in The United States (part 3 of 3). Minneapolis, MN: 2019 Academy of Financial Services.

Chien, C.L. (2019). What are the U.S. Retirement Population Success Rates When Using HECM? Arlington, VA: 2019 Academic Research Colloquium for Financial Planning And Related Disciplines, CFP Board.

Chien, C.L. (2018). Practical Strategies To Enhance Retirement Success Rates In The United States: Base Model. Chicago, IL: 2018 Academy of Financial Services.

Chien, C.L. (2018). What Are the U.S. Retirement Population Comprehensive Assets’ Success Rates? Arlington, VA: 2018 Academic Research Colloquium for Financial Planning And Related Disciplines, CFP Board.

Chien, C.L. (2017). Advising Privately Business Owners Industry Specific Selling Factors. Nashville, TN: 2017 Academy of Financial Services.

Chien, C.L. (2017). Will Pro Bono as Continuing Education credits enhance CFP as a profession in extending social contracts? Nashville, TN: 2017 Academy of Financial Services.

Chien, C.L. (2017). Selling a Planning Practice: The Relationship between Revenue Multiple and Revenue Size. Journal of Financial Planning 30 (3): 52–61.

Chien, C.L. (2017). Can the Social Security Trust Fund Sustain Financial Stability if Individuals Opt Out? Arlington, VA: 2017 Academic Research Colloquium For Financial Planning And Related Disciplines, CFP Board.

Chien, C.L. (2017). Selling a Planning Practice: The Relationship between Revenue Multiple and Revenue Size. Arlington, VA: 2017 Academic Research Colloquium For Financial Planning And Related Disciplines, CFP Board.

Chien, C.L. (2016). Connecting “Filial Piety” Culture Heuristic to Successful Retirement Planning for Asian American Immigrants. Las Vegas: 2016 Academy of Financial Services. https://goo.gl/Kzujbj

Chien, C.-L. (2020). Education, Risk Management and Insurance, Tax, Retirement Savings and Income Planning, and Estate Planning. In Wiley Efficient Learning, CFP Certification Gold Course (pp. Module C18, C19, C20, C21, D24, D29, F42, F43, F44, F45, F46, F47, F50, F51, G55, G56, G57, G58, G60, H66). Hoboken: Wiley. Retrieved From: https://www.efficientlearning.com/ucfp

Chien, C.L., Frischkorn, J., Beal, T. (2019). Business Essentials Certificate Program. New York: American Management Association.

Chien, C.L. (2017). WMCP™ Wealth Management Certified Professional. Bryn Mawr, PA. The American College of Financial Services. (two chapters contributor)

Chien, C. (2019). Enhancing retirement success rates in the united states: Leveraging reverse mortgages, delaying social security, and exploring continuous work. Switzerland, Cham: Springer International Publishing. doi:10.1007/978-3-030-33620-2

Chien, C. (2012). Work toward reward: Building business value today for a well-deserved future. Bloomington: IUniverse.

Chien, C. (2010). Show me the money: Run your business like a prosperous investor. Bloomington: IUniverse.

Chien, C.-L. (2021, July 23). WIFS Partner Panel – Changing: Self-Awareness. Women in Insurance & Financial Services.

Chien, C.-L. (2021, Apr 23). WIFS Fireside Chat Panel Discussion-Changing: Leadership. Women in Insurance & Financial Services.

Chien, C.-L. (2021, Mar 06). The 6th Annual Women’s Forum. Women in Insurance & Financial Services-Los Angeles and National Association of Insurance and Financial Advisors-Great Foothills.

Chien, C.-L. (2021, Jan 28). WIFS Fireside Chat Panel Discussion-Changing: Culture. Women in Insurance & Financial Services.

Chien, C.-L. & Thiel, J. (2020, Dec 15). Experiential Learning Through Pro Bono Financial Planning Consulting. 2020 REGISTERED PROGRAMS CONFERENCE – VIRTUALLY (Wash DC).

Chien, C.-L. & Thiel, J. (2020, Dec 3). Personal Financial Planning Careers. UCLA Extension – VIRTUALLY (Los Angeles).

Chien, C.-L. (2020, Jul 08). Successfully Pivoting to Preserve Your Project. American Management Association – New York.

Chien, C.-L. (2020, Apr 23). Selling a Planning Practice: The Relationship between Revenue Multiple and Revenue Size. National Association of Insurance and Financial Advisors – Los Angeles.

Chien, C.-L. (2020, Apr 02). Enhancing Retirement Success Rates In The United States. Women in Insurance & Financial Service – Los Angeles.

Chien, C.-L. (2020, Jan. 23). The Future of Advising in Light of Automation. The Conejo Valley Estate Planning Council: Through the Looking Glass Symposium XVI, California State University, Channel Islands. Part 1, part 2, & part 3.

Chien, C.-L. (2020, Jan. 08). The Future of Advising. Women in Insurance & Financial Services: WIFS Education Webinar, Albany, NY

Chien, C.-L. (2019, Nov 13). Diversity Program Case Studies. The CFP Board Center for Financial Planning, 2019 DIVERSITY SUMMIT. Washington, D.C.

Chien, C.-L. (2019, Oct 21). Enhancing Retirement Success Rates in the United States. FPA Student Club at West Texas A&M University. Canyon, TX.

Chien, C.-L. (2019, May 22). Near retirement? What are some practical strategies preparing for retirement?. California Lutheran University: Campus Community Day, Thousand Oaks, CA.

Chien, C.-L. (2019, May 17). Selling Financial Planning Practice. Financial Planning Association Ventura County: Quarterly Chapter Meeting at Spanish Hills Country Club, Camarillo, CA.

Chien, C.-L. (2019, April 29). Future of Financial Advising. University Village (UVTO), Thousand Oaks, CA.

Chien, C.-L. (2019, April 10). Leverage Financial Planning to growth business. Women in Insurance & Financial Services: WIFS Education Webinar, Albany, NY. https://youtu.be/Eugp2O7Va3k

Sample Speaker Thank You letters:

Federal Reserve Bank of Richmond Speaker thank you letter Feb 9, 2011

NC Governor’s Conference for Women Speaker Thank you Letter Nov 18, 2011

Interviews

Chien, C.-L. (2021, July 15). State Farm Center for Women – Women Influencer Podcast Series. The American College of Financial Services.

Chien, C.-L. (2020, July 28). Close Encounters of the Board Kind – A WIFS Summer Series. Women In Insurance & Financial Services.

Chien, C.-L. (2020, March). Leave a penny. CLUMagazine. (K. Matthews, Interviewer). Retrieved From: https://blogs.callutheran.edu/magazine/2020/03/17/leave-a-penny/

TV Interviews

WTVI PBS Charlotte: A City of International Success – Chia-Li Chien Nov. 14, 2014 Dr. Maha Gingrich of WTVI (PBS Charlotte) interviewed Chia-Li Chien

WCCB Fox News Charlotte Interview — Chia-Li ChienJune 18, 2010 — Janine Davis of Fox News Rising interviewed Chia-Li Chien about tips for women entrepreneurs.

WBTV (CBS) interview Chia-Li Chien Nov 18, 2012 Kristen Miranda, Host of WBTV (CBS) Sunday News interview Chia-Li Chien. Helping to ensure small business success.

Paul Brown Show with guest Chia-Li-Chien Part 1 of 2Nov 30, 2012 Paul Brown Show with guest Chia-Li-Chien

Paul Brown Show with guest Chia-Li-Chien Part 2 of 2Nov 30, 2012 Paul Brown Show with guest Chia-Li-Chien Part 2 of 2

Charlotte Today WCNC-TV TV Interview Aug 16, 2010 Charlotte Today WCNC-TV TV Interview

WTVI PBS Charlotte: A City of International Success – Chia-Li Chien Nov. 14, 2014 Dr. Maha Gingrich of WTVI (PBS Charlotte) interviewed Chia-Li Chien

WCCB Fox News Charlotte Interview — Chia-Li ChienJune 18, 2010 — Janine Davis of Fox News Rising interviewed Chia-Li Chien about tips for women entrepreneurs.

WBTV (CBS) interview Chia-Li Chien Nov 18, 2012 Kristen Miranda, Host of WBTV (CBS) Sunday News interview Chia-Li Chien. Helping to ensure small business success.

Paul Brown Show with guest Chia-Li-Chien Part 1 of 2Nov 30, 2012 Paul Brown Show with guest Chia-Li-Chien

Paul Brown Show with guest Chia-Li-Chien Part 2 of 2Nov 30, 2012 Paul Brown Show with guest Chia-Li-Chien Part 2 of 2

Charlotte Today WCNC-TV TV Interview Aug 16, 2010 Charlotte Today WCNC-TV TV Interview

REVIEWS FOR PUBLISHERS

Palgrave Macmillan. (July 2021, July)

Academy of Financial Services.

  • (2021, July). Academy of Financial Services Annual Meeting 2021.
  • (2020, July). Academy of Financial Services Annual Meeting 2020.
  • (2019, July). Academy of Financial Services Annual Meeting 2019.

Journal of Financial Counseling and Planning. (2020, Nov). Association for Financial Counseling & Planning Education.

  • Peer-reviewer for one research submission.

Wiley CFP Pracitice Exam. (2020, July). Hoboken: Wiley. Retrieved From: https://www.efficientlearning.com/ucfp

Journal of Personal Finance 12/15/16, 02/23/17.

Book Awards:

Enhancing Retirement Success Rates in the United States

  • 2020 American Book Award Winner in the Business: Personal Finance/Investing category on Nov. 20, 2020
  • 2020 International Book Award Finalist on July 31, 2020.

Work toward reward

  • New England Book Festival on Dec 23, 2013
  • Southern California Book Festival on Oct 05, 2013
  • DIY Book Festival on July 08, 2013
  • New York Book Festival on June 10, 2013.
  • International Book Awards on May 20, 2013
  • SAN FRANCISCO BOOK FESTIVAL on May 6, 2013
  • Great Southeast Book Festival on March 6, 2013

Show me the money

  • Best Books Awards on October 26, 2010
  • New England Book Festival on December 28, 2010

Grants and Projects

  • 2020 recipient of the School of Management Advisory Council Award for outstanding achievement in Research at California Lutheran University. Oct. 1, 2020. 100120 CLU SOM Faculty Awards
  • CBC Federal Credit Union $17,100 Sponsorship for NRC950 Introduction of Personal Finance for working adults. Oct 2020 to May 2021. Intro to Personal Finance Flyer
  • California Lutheran University Community Leaders Association $2,500 grant. 2019-2020.

• Chien, C.L. & Lei, Shan. (May 18, 2021). How to attract women clients? NextGen Mentoring Forum. Retrieved From: https://blogs.callutheran.edu/financial-planning-webinars/how-to-attract-women-clients-051821/
• Chien, C.L. & Van Law, William C. (May 04, 2021). How Should Advisors Leverage the Continuum of Business Models? NextGen Mentoring Forum. Retrieved From: https://blogs.callutheran.edu/financial-planning-webinars/how-should-advisors-leverage-the-continuum-of-business-models-050421/
• Chien, C.L. & McCarley, Jason. (Apr 20, 2021). Can Robo-Advisors Help Financial Planning Professionals? NextGen Mentoring Forum. Retrieved From: https://blogs.callutheran.edu/financial-planning-webinars/can-robo-advisors-help-financial-planning-professionals-42021/
• Chien, C.L. & Sensenig, Derek J. (Apr 06, 2021). How Can Advisors Improve TeleFinancial Planning? NextGen Mentoring Forum. Retrieved From: https://blogs.callutheran.edu/financial-planning-webinars/how-advisors-could-improve-tele-financial-planning-040621/
• Chien, C.L. & Rehl, Kathleen M. (Mar 16, 2021). Why Post-Widowhood Marriage Exposes Those to Future Risk? NextGen Mentoring Forum. Retrieved From: https://blogs.callutheran.edu/financial-planning-webinars/why-post-widowhood-marriage-exposes-those-to-future-risk-31621/
• Chien, C.L. & Fortin, Julie. (Mar 11, 2021). Integrating Interpersonal Neurobiology into Financial Planning. NextGen Mentoring Forum. Retrieved From: https://blogs.callutheran.edu/financial-planning-webinars/how-to-integrate-interpersonal-neurobiology-into-financial-planning-030221/
• Chien, C.L. & Bacarella, Jennifer. (Feb 16, 2021). How to leverage COI and Referral to grow your business? NextGen Mentoring Forum. Retrieved From: https://blogs.callutheran.edu/financial-planning-webinars/leverage_coi_referral_021621/
• Chien, C.L. & Kratz, Julie. (Feb 02, 2021). Lead like an Ally. NextGen Mentoring Forum. Retrieved From: https://blogs.callutheran.edu/financial-planning-webinars/lead-like-an-ally-020221/

• Chien, C.L. & Karakachian, Hratch J. (Dec 13, 2020). 2020 Year-End Tax planning. NextGen Mentoring Forum. Retrieved From: https://blogs.callutheran.edu/financial-planning-webinars/2020-year-end-tax-planning-opportunities/

• Chien, C.L. & Jemery Witbeck. (Dec 09, 2020). Year-end Investment/Tax Planning. NextGen Mentoring Forum. Retrieved From: https://blogs.callutheran.edu/financial-planning-webinars/year-end-investment-planning-120920/
• Chien, C.L. & Murphy, Ashley. (Dec 02, 2020). What is International Financial Planning? NextGen Mentoring Forum. Retrieved From: https://blogs.callutheran.edu/financial-planning-webinars/why-expatriates-or-international-financial-planning-is-in-demand-120220/
• Chien, C.L. & Vaiman, Vlad. (Nov 11, 2020). Why is Talent Management Important for Financial Planning Practices? NextGen Mentoring Forum. Retrieved From: https://blogs.callutheran.edu/financial-planning-webinars/why-talent-management-is-important-for-financial-planning-practices-111120/
• Chien, C.L. & Kumar, Ekta. (Nov 04, 2020). How to Counsel Clients Without Shaming Them? NextGen Mentoring Forum. Retrieved From: https://blogs.callutheran.edu/financial-planning-webinars/how-to-counsel-clients-without-shaming-them-110420/
• Chien, C.L. & Barber, Daralee. (Oct 28, 2020). How to Enhance a Diverse
Environment to Grow Your Practice? NextGen Mentoring Forum. Retrieved From: https://blogs.callutheran.edu/financial-planning-webinars/how-to-enhance-a-diverse-environment-to-grow-your-practice/
• Chien, C.L. & Parrish, Sheena. (Oct 07, 2020). Why Should CFP Consider AFC Into Their Business Model?. NextGen Mentoring Forum. Retrieved From: https://blogs.callutheran.edu/financial-planning-webinars/why-should-cfp-consider-afc-into-their-business-model/
• Chien, C.L. & Beckstrom,Carrie. (Sep 18, 2020). How to Use Financial Counseling and Coaching Skills to Help Your Clients? NextGen Mentoring Forum. Retrieved From: https://blogs.callutheran.edu/financial-planning-webinars/how-to-use-effective-communication-to-lead-clients/
• Chien, C.L. & Davis, Saundra. (Sep 09, 2020). How to Use Financial Counseling and Coaching Skills to Help Your Clients? NextGen Mentoring Forum. Retrieved From: https://blogs.callutheran.edu/financial-planning-webinars/financial-coaching-skills/
• Chien, C.L. & Courain, Kathryn. (May 12, 2020). A Niche of COIs. NextGen Mentoring Forum. Retrieved From: https://blogs.callutheran.edu/financial-planning-webinars/a-niche-with-cois/
• Chien, C.L., Gifford-Ewing, Anne, & Ruderman, Jeff. (May 07, 2020). Planning in a Pandemic: What Your Clients Should Do Now. NextGen Mentoring Forum. Retrieved From: https://blogs.callutheran.edu/financial-planning-webinars/planning-in-a-pandemic-what-your-clients-should-do-now/
• Chien, C.L. & Campana, Elizabeth. (Apr 28, 2020). A Niche Practice of “Family Office”. NextGen Mentoring Forum. Retrieved From: https://blogs.callutheran.edu/financial-planning-webinars/a-niche-practice-of-family-office-by-elizabeth-campana-cfp/
• Chien, C.L. (Apr 23, 2020). NAIFA LA: Selling a Planning Practice: The Relationship between Revenue Multiple and Revenue SizeNextGen Mentoring Forum. Retrieved From: https://blogs.callutheran.edu/financial-planning-webinars/naifa-la-selling-a-planning-practice-the-relationship-between-revenue-multiple-and-revenue-size/
• Chien, C.L. (Apr 02, 2020). WIFS LA: Enhancing Retirement Success Rates In The United States. NextGen Mentoring Forum. Retrieved From: https://blogs.callutheran.edu/financial-planning-webinars/wifs-enhancing-retirement-success-rates-in-the-united-states/
• Chien, C.L. (Mar 31, 2020). Selling a Planning Practice. NextGen Mentoring Forum. Retrieved From: https://blogs.callutheran.edu/financial-planning-webinars/naifala-selling-a-planning-practice-the-relationship-between-revenue-multiple-andrevenue-size/
• Chien, C.L. & Bacarella, Jennifer. (Mar 23, 2020). How to Leverage COIs and Referrals to Grow Your Business? NextGen Mentoring Forum. Retrieved From: https://blogs.callutheran.edu/financial-planningwebinars/leverage_coi_referral_021621/
• Chien, C.L. & Karakachian, Hratch J. (Feb 19, 2020). Secure Act: What do you need to know?NextGen Mentoring Forum. Retrieved From:
https://blogs.callutheran.edu/financial-planning-webinars/secure-act-what-youneed-to-know/
• Chien, C.L. & Barbera,Daralee. (Feb 13, 2020). Women in Financial Services. NextGen Mentoring Forum. Retrieved From: https://blogs.callutheran.edu/financialplanning-webinars/women-in-financial-services/
• Chien, C.L. (Jan 28, 2020). How successful are U.S. retirees? NextGen Mentoring Forum. Retrieved From: https://blogs.callutheran.edu/financial-planningwebinars/enhancing-retirement-success-rates-in-the-united-states/
• Chien, C.L. & Zelaya, Danny. (Jan 15, 2020). JP Morgan ADP Program. NextGen Mentoring Forum. Retrieved From: https://blogs.callutheran.edu/financialplanning-webinars/considering-a-financial-planning-career-is-jp-morgan-chaseright-for-you/
• Chien, C.L. & Witbeck, Jeremy. (November 21, 2019). 2019 Year End Investment Planning. NextGen Mentoring Forum. Retrieved From:
https://blogs.callutheran.edu/financial-planning-webinars/year-end-investmentplanning/
• Chien, C.L. & Karakachian, Hratch J. (November 13, 2019). 2019 Year End Tax planning. NextGen Mentoring Forum. Retrieved From:
https://blogs.callutheran.edu/financial-planning-webinars/year-end-tax-planninghratch-karakachian/
• Chien, C.L. & Combs, Ed. (October 30, 2019). What is Financial Infidelity? What to do with them? NextGen Mentoring Forum.
• Chien, C.L. & Panesis, Michael S. (October 17, 2019). Start-up tips in Financial Planning. NextGen Mentoring Forum. Retrieved From:
https://blogs.callutheran.edu/financial-planning-webinars/mike-panesisexecutive-director-for-entrepreneurship/
• Chien, C.L. & Ros, Juan C. (October 10, 2019). A Niche Finds You. NextGen Mentoring Forum. Retrieved From: https://blogs.callutheran.edu/financial-planningwebinars/interview-juan-ros-cfp-financial-advisor-forum-financial-management/
• Chien, C.L. & Lang, Jeffery. (September 19, 2019). Leveraging FINTECH in Your Firm. NextGen Mentoring Forum. Retrieved From:
https://blogs.callutheran.edu/financial-planning-webinars/how-to-leveragefintech-in-your-firm-jeffrey-lang-phd-candidate-ms-cfp/