Certificate
in Financial Planning
Faculty
Each topic
in the certificate program is taught by faculty who are certified
professionals in the applicable field.
- James
Bartow, CFP®
-
Lisa Broadbent-DiOssi, LUTCF
-
Daniel Danese, CFP®, CLU, Program Director
-
DeVon Daniels, ChFC
-
Chad Fenstermacher, CPA
- Andrew
Fields, Ph.D., Faculty Administrator
- Kevin
Holleran, Esquire
-
Jon Kolle, CFA
-
Rick Simon, CLU
-
Peter Temple, JD
-
Jon Walton, CFP®, CLU
- Kimberly
S. Zarett, CPA
James
Bartow, CFP®
James
Bartow is a CERTIFIED FINANCIAL PLANNER™ practitioner with
a B.A. in business administration and fifteen years' successful
experience working as financial advisor to individuals and
small business. Currently managing partner and co-owner of
Financial Options Incorporated, and life/health/accident insurance
licensed in several states.
top
of page
Lisa
Broadbent-DiOssi, LUTCF
For 18
years, Lisa Broadbent-DiOssi has been the owner of Lisa Broadbent
Insurance, Inc, a Nationwide Insurance Agency. She is a Life
Underwriter Training Council Fellow (LUTCF) with a B.A. in
business administration.
top
of page
Daniel
Danese, CFP®, CLU
Daniel
C. Danese is a CERTIFIED FINANCIAL PLANNER™ practitioner with
over 22 years' experience in the financial services industry,
and the program director of the University of Delaware's Certificate
in Financial Planning. Currently he is president of Legacy
Solutions, Inc. which specializes in wealth management, estate
planning, retirement planning and executive benefits. Previously
he was senior vice president of distribution for a national
company with supervision over 7,000 planners.
top
of page
DeVon
Daniels, ChFC
DeVon
Daniels is a Chartered Financial Consultant (ChFC) and Accredited
Estate Planner (AEP) with over 30 years' experience in the
financial services industry. Currently a partner and advisory
representative with Daniels, Biddle & Tansy, LLP, as well
as a Certified Divorce Planner (CDP), Certified Divorce Financial
Analyst (CDFA).
top
of page
W.
Chad Fenstermacher, CPA
With over
16 years in the financial services industry and a Certified
Public Accountant (CPA), Chad Fenstermacher holds a B.S. in
accounting and Master of Taxation degree. He is currently
a partner at Fenstermacher & Company.
top
of page
Kevin
Holleran, Esquire
Dr. Holleran
holds a JD from Villanova University School of Law and has
24 years of experience with Gawthrop Greenwood, Attorneys
at Law, West Chester, PA, where he is a partner. In addition,
Holleran has been a lecturer on estate planning and administration
for the Pennsylvania Bar Institute since 1991.
top
of page
Andrew
Fields, Ph.D.
Andrew
Fields represents the University
of Delaware's Lerner College of Business and Economics
as faculty administrator of the Certificate in Financial Planning.
Dr. Fields holds an MBA, Master of Accountancy, and Ph.D.
in business administration, and has taught business and finance
at the university level since 1978. A past chair of the Department
of Finance, Dr. Fields is currently Associate Professor of
Finance.
top
of page
Jon
Kolle, CFA
Jonathan
Kolle, Chartered Financial Analyst (CFA), holds an MBA and
over 17 years' experience in the financial services industry.
Currently with Smithbridge Asset Management as vice president
and portfolio manager.
top
of page
Rick
Simon, CLU
Rick Simon
is a Chartered Life Underwriter (CLU) with 31 years in the
financial services industry. Currently with Nationwide Provident
as vice president of retirement services.
top
of page
L.
Peter Temple, JD
Peter
Temple has been practicing law in Pennsylvania since 1973
and is currently is managing partner of Larmore, Scarlett,
Myers & Temple where he is in charge of the estate administration
and estate planning departments. Has lectured on the topic
of estate planning and estate administration before the Pennsylvania
Bar Association, the Chester County Bar Association, the Chester
County Bench-Bar Conference, civic groups, Kennett Area Senior
Center, and other institutions. He has been noted in the Who's
Who of American Law and the Who's Who of Executives and Professionals.
top
of page
Jon
Walton, CFP®, CLU
Jon Walton
is a Chartered Life Underwriter (CLU) and CERTIFIED FINANCIAL
PLANNER™ practitioner who has worked in the financial services
industry since 1980. He is currently a registered representative
and financial planner of Princor Financial Services and a
senior financial representative with Principal Life.
top
of page
Kim
Zarett, CPA
Kim
Zarett is a Certified Public Accountant (CPA) with over 15
years of experience in the financial services industry. She
holds a B.S. in accounting and an M.S. in taxation. Currently,
Kim is the tax manager for Cetrulo & Morgan Group, LLC.
top
of page
|
