On Wednesday, June 5, 2019, members of the Personal Financial Planning certificate community came together for its 13th 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 the 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.
Our Advisory Board Chair, Brian Kozel (center), chats with Lawrence Kolka (left) and Daniel Jew of Edward Jones.
Kurt Carrasquilla (left) and Tim Kochis (right), both instructors and Advisory Board members, chat with Jen Thompson
Advisory Board member Tim Kochis (left) chats with alumna, instructor and Program Director Heather Liston
Sponsor Wetherby Asset Management was represented by, from left, Ijeh Ogbechie, Laura Pantaleo and Stephen Dower
Michael B. Hansen of Frontier Wealth Strategies
Campbell Judge (right), a Regional Director for Fidelity Investments, is both a sponsor and an Advisory Board member.
Advisory Board member Campbell Judge (left) and sponsor Lawrence Kolka from Edward Jones
Pictured center: Adriana Goiricelaya is a current student, who also works as an Associate Wealth Manager at Waypoint Wealth Partners.
The Aspiriant crew: Karen Blodgett (seated), Lydia Walz (left), Tim Kochis (center) and April Antonio
Advisory Board Chair and program alum Brian Kozel from North Berkeley Investment Partners
Bingham, Osborn & Scarborough was well represented.
Keynote Speaker Sabrina Lowell from Private Ocean is also an alumna of the program.
From left: Advisory Board Member Tim Kochis presented the Tim Kochis Award for Teaching Excellence to instructor and program alum Daniel Lee of Plancorp, standing with Program Director Heather Liston.
Program Director Heather Liston (right) with Outstanding Student Award finalist Sandeep Gandhi
Program Director Heather Liston (right) with Outstanding Student Award finalist Michael Hogan
Nancy Coumou from Mercer Advisors describes the scholarship that the firm sponsored.
Advisory Board Member Tim Kochis (left) received the Golden Bear Award from Advisory Board Chair Brian Kozel
Advisory Board member and instructor Kurt Carrasquilla (right) presents the Paul Emery Memorial Scholarship to student Rachel Elson.
Nancy Coumou (left) of Mercer Advisors presents the Academic Excellence Scholarship to student Santiago Montana.
Learn more about the Certificate Program in Personal Financial Planning.