FINANCIAL PLANNING PROGRAM ADVISORY BOARD (2000 - 2006)

Professional Members:

Mr.Richard Rojeck, CFP®, Chair
Managing Director
Sagemark Consulting

Mr.Reo Carr
Editor-in-Chief
San Diego Daily Transcript

Mr.Quinton Ellis, CFP®
Managing Director
Merrill Lynch

Mr.Robert Gellman, CPA
Principal, Compass Advisors
Nation, Smith, Hermes, Diamond

Mr.Jeanni Harrison, CFP®
Harrison-De-Charon

Aubrey Morrow, CFP®
Registered Investment Advisor
Financial Designs, Ltd.

Ms.Ann Perry
Journalist

Mr.William Pollakov, CLU, ChFC
President
The Polakov Financial Group

Mr.David Rivkin, CFP®, PFS, CPA

Ms.Jean Sinclair, CFP®
Principal
Avenue Advisors, LLC

Mr.Kent Thompson, CFP®
Senior Financial Adviser
American Express Financial Advisers

Academic Members:

Thomas Warschauer, Ph.D., CFP®
Director, SDSU Financial Planning
Professor of Finance

John Bost, JD
Professor of Finance

 

 



 

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CFP®, CERTIFIED FINANCIAL PLANNER™, and CFP (with flame logo)® are certification marks
owned by Certified Financial Planner Board of Standards, Inc.
SDSU does not certify individuals to use the CFP®, CERTIFIED FINANCIAL PLANNER™, and CFP (with flame logo)® marks.
CFP certification is granted solely by Certified Financial Planner Board of Standards Inc.
to individuals who, in addition to completing an educational requirement such as this
CFP Board-Registered Program, have met ethics, experience and examination requirements.