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., & Thiel, J. F. (est. Jan. 2021). Forecasting assessment revenue: the case of Ventura County Lodging Association. SAGE Business Cases. Manuscript submitted for publication.

Chien, C.L. (est. Jan. 2021). Succession Planning in an Ensemble Financial Planning Practice. SAGE Business Cases. Manuscript submitted for publication.

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.-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. (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

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

Peer-reviewer for two research submissions.
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.