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Certificate in Financial Planning home

The Certificate in Financial Planning is a joint program of the University of Delaware's Division of Professional and Continuing Studies and Alfred Lerner College of Business and Economics.


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®

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.

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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.

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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.

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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).

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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.

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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.

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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.

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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.

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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.

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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.

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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.

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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.

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Upcoming information sessions
Attend an information session to learn more about the Certificate in Financial Planning.

 

University of Delaware • Division of Professional and Continuing Studies • John M. Clayton Hall, Newark, DE 19716
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