Celebrating with the Personal Financial Planning Community
On Tuesday, May 15, 2018, members of the Personal Financial Planning certificate community came together for its 12th annual awards dinner at UC Berkeley's Faculty Club to recognize exceptional achievements among its students and instructors.
Speakers emphasized the importance of community in this profession, and also the community's passion for serving traditionally underserved groups, including women. There was an emphasis on empathy—truly listening to clients beyond the numbers.
Recruiters from leading financial firms were also present to discuss opportunities with attendees.
The Awards Dinner boasted a large turnout.
Program Director Ashish Mukharji presented the Golub Group Outstanding Student Award to Preetika Pande.
The North Berkeley Investment Partners Scholarship was awarded to Marianne Moser.
Two scholarships funded by the Personal Financial Planning Program Advisory Board were awarded to PFP certificate students Hallie Kraus (pictured above) and Juan Gachet (pictured below).
The Tim Kochis Award for Teaching Excellence was awarded to Behavioral Finance Instructor Richard Lehman.
Learn more about the Certificate Program in Personal Financial Planning.
