December 2016 Student Forum Meeting

Student Forum Meetings are intended for those students at UCSC-Extension who are enrolled in the Personal Financial Planning Program and for members of the Financial Planning Association (any chapter).
These meetings are not open to the public.

Financial Planning Business Models

Meeting Description

Many students approach the end of their education with questions about what type of employment is available for those with a certificate in Personal Financial Planning and/or the CFP� designation. Please join us for this informative panel comprised of both newer entrants and longer time professionals in the financial services industry to hear them speak about how they determined the path for themselves, what their work entails, and their specific advice for attendees. Panelists will be representing the most common paths followed. Many of the panelists are former UCSC-Extension students.

This is a great opportunity to learn from those who have successfully transitioned into the profession.

Panelists Biographies

Russ Blahekta D.B.A., CFP� is the founder and Managing Director of Vestnomics Wealth Management, LLC. Dr. Blahetka has been a financial advisor since 2002. Previous to this, he worked as an international consultant and trainer in the area of data communications and networking. He is an instructor at the UC Santa Cruz Extension where he teaches in the CFP� and CPA programs. He is a current member and past chair of the Academy of Finance Advisory Board at Independence High School in San Jose, CA.

Renata Carico, CFP� graduated from the University of Illinois, Urbana-Champaign with a B.S. degree in Metallurgy and Mining Engineering in 1986. She worked in the high tech and medical industries for more than 25 years before she began her career in the financial industry in 2012. She currently works at a well-known national brokerage firm as a Vice President - Financial Consultant. Renata holds Series 7, 66 and Insurance licenses. She earned her CFP� designation in May 2016.

Chris Duke, CFP� works as a financial advisor at Waddell and Reed, where he has been employed since 2010. Prior to this, he worked in the high technology field for the better part of two decades, holding various roles in information technology and engineering. He is a graduate of San Jose State University. He completed the UCSC CFP coursework in June 2015, and passed the CFP exam in November of that year. Mr. Duke lives in San Jose with his wife and two small children.

Jennipher Lomen, CFP� has been employed with Natural Bridges Financial Advisors since 2014. She holds a BA in Women’s Studies from the University of California at Santa Cruz. Jennipher is a graduate of the UCSC- Extension’s Personal Financial Planning Program. She is also a CTEC Registered Tax Preparer and is an Investment Advisor Representative. In addition to many volunteer engagements, she has been a small business owner and high school administrator

Pricing and Registration

This is a free event. Registration is open through December 6th. If you must cancel, please contact Sheila McGinn at execdirector@fpasv.org.

Note the new address for UCSC Extension: 3175 Bowers Avenue, Santa Clara.

Student Forum Meetings are intended for those students at UCSC-Extension who are enrolled in the Personal Financial Planning Program.