faculty

Lu Fan

Lu Fan PhD, CFP® Quoted in WalletHub

March 9, 2021

Dr. Lu Fan, Assistant Professor in the Department of Personal Financial Planning, was featured in WalletHub's recent piece about 2021's Cities with the Highest & Lowest Credit Scores. What are some commonly held misperceptions about how credit scores are calculated? One common misperception about credit score calculation is that the belief that holding debit or…

Abed Rabbani

Abed G. Rabbani PhD, CFP® Quoted on Money.com

Feb. 11, 2021

Dr. Abed Rabbani, Assistant Professor at the Department of Personal Financial Planning, was recently quoted on Money.com in the article entitled "5 Signs It's Time to Break up With Your Financial Advisor." Like any new relationship, you also want to make sure there’s chemistry. Make sure he or she is interested in your goals, why…

Abed Rabbani

Pandemic Creates Panic Among Young Investors

Feb. 11, 2021

MU study shows people, especially young people, are more apprehensive about taking financial risks during pandemic. Story by: Pate McCuien, Show Me Mizzou Taking risks in life can be scary, but it can be especially intimidating right now. The COVID-19 pandemic has caused many to struggle not only physically and emotionally, but also financially. In…

Abed Rabbani

Abed G. Rabbani PhD, CFP® Quoted in WalletHub

Feb. 4, 2021

What is the most common mistake that retirees make when choosing where to settle? Many retirees are relocating without due diligence. Many people relocate on a whim. Many people made a move to a place that they thought was a dream destination only to find it otherwise. The pace of life may be too fast…

Mary E. Dorn

Mary Dorn, MBA Joins PFP Faculty

Aug. 4, 2020

We are pleased to announce that Mary Dorn, MBA has joined the MU Personal Financial Planning faculty in the positions of Assistant Teaching Professor, Academic Advisor, and Mizzou FPA Advisor. For more information, view her faculty profile.

Abed Rabbani

Dr. Abed Rabbani, CFP® Publishes in the Journal of Behavioral and Experimental Finance

July 29, 2020

Congratulations to Dr. Abed Rabbani, CFP&reg for having the article, Cash Value Life Insurance Ownership Among Young Adults: The Role of Self-discipline and Risk Tolerance, published in the Journal of Behavioral and Experimental Finance. Read more

Graham McCaulley

Dr. Graham McCaulley Awarded $½M Grant from Missouri Foundation for Health

July 24, 2020

Congratulations to Dr. Graham McCaulley, Associate Extension Professor in the Department of Personal Financial Planning (PFP), for receiving a $511,063 award from the Missouri Foundation for Health to strengthen training and support for Missouri community health workers. The grant is an excellent example of collaborative efforts as Dr. McCaulley serves as the Principal Investigator; Marco…

Marco Pantoja

Marco Pantoja, AFC® Joins PFP Faculty

July 13, 2020

We are pleased to announce that Marco Pantoja, AFC® has joined the MU Personal Financial Planning faculty in the position of Extension Instructor. For more information, view his faculty profile.

Marco Pantoja

Marco Pantoja, MS, AFC® Quoted in WalletHub

June 17, 2020

Marco Pantoja, MS, AFC® was featured in WalletHub's piece about credit cards for students with bad credit. What advice do you have for students who find themselves with a bad credit score? For students who find they have a bad credit score, I’d like to say, good job on taking the first step to improve…

Lu Fan

PFP Faculty and Doctoral Candidate Participated in 2020 ACCI Annual Conference

May 20, 2020

The American Council on Consumer Interests (ACCI) held its annual conference virtually on May 19-21, 2020. The MU Department of Personal Financial Planning was well-represented. Faculty members, Professor Rui Yao, PhD, CFP®, Assistant Professors Lu Fan, PhD, CFP®, and Abed Rabbani, PhD, CFP®, presented their research, as well as PhD candidate, Weipeng Wu. Dr. Rui…

Taohua Wen

Taohua Wen Receives FINRA/ACCI Undergraduate Student Award

May 19, 2020

Taohua Wen, MU Department of Personal Financial Planning senior, placed second in the FINRA/ACCI Undergraduate Student Poster Competition for her research titled "Online and Mobile Investment Technology Adoption Among U.S. Investors." Gary Mottola, Research Director with Investor Education at FINRA, made the announcement on May 19 at the American Council on Consumer Interest Annual Conference…

Andrew Zuwalt

Personal Financial Planning’s Andrew Zumwalt Speaks to KOMU About Our Current Economy

May 8, 2020

KOMU 8's Emily Spain talked with PFP Assistant Extension Professor, Andrew Zumwalt on Thursday about how the economy is doing now that states are beginning to reopen. Zumwalt works as an MU assistant extension professor in the department of personal finance. He talks about the current state of our economy and addresses how some of…

Rui Yao

Dr. Rui Yao Quoted in Wirecutter

April 21, 2020

Dr. Rui Yao was quoted in Wirecutter discusing what you need to know about getting approved for a new credit card amid the coronavirus. Read article

Graham McCaulley

Personal Finance Resources for Coping with COVID-19

April 7, 2020

Check out the personal finance resources regarding coping with COVID-19 developed by Graham McCaulley, Andrew Zumwalt, CFP®, and Marco Pantoja. COVID 19 Resource List

Graham McCaulley

Graham McCaulley Discusses Financial Matters During COVID 19 Outbreak

April 3, 2020

Graham McCaulley, Assistant Extension Professor for the Department of Personal Financial Planning and Associate State Specialist for HES Extension speaks with KOMU Emily Spain for three informative interviews on financial matters during the COVID 19 outbreak. Graham discusses protecting your family’s finances during COVID 19. Watch video

Andrew Zuwalt

Andrew Zumwalt Discusses the Stock Market on KOMU

April 1, 2020

Andrew Zumwalt, CFP®, MU Department of Personal Financial Planning's Assistant Extension Professor, speaks with KOMU Emily Span about the stock market's roller coaster ride and what it means to the public. Watch video

Marco Pantoja

Marco Pantoja Discusses Stimulation Package on KOMU

March 30, 2020

Marco Pantoja talks with KOMU Emily Spain about the federal stimulus package signed by President Trump. Pantoja is an Accredited Financial Counselor®, works for MU Extension as a financial planning instructor, and is receiving his Master's degree from the MU Department of Financial Planning. Watch video

Taylor Ahern

Financial Planners Share Their Journey with Students

March 9, 2020

We are so appreciative of these financial planners who will be sharing their journey in the financial planning profession with our students on Mar. 11, 2020 from 9:00 - 9:50am in 102 Stewart Hall. LOOK WHO'S COMING Taylor Ahern Community America Financial Solutions Matt Bragg, CFP® Regional Missouri Financial Planning Gina Mauller-Crane Edward Jones Danielle…

Dr. Rabbani with poster

Faculty Success at the 2020 Academic Research Colloquium

Feb. 24, 2020

The MU Department of Personal Financial Planning was well represented at the 2020 CFP Board Academic Research Colloquium for Financial Planning and Related Disciplines held from February 20-22 in Arlington, VA. Dr. Lu Fan, CFP®, presented the research paper titled, "Financial Help-Seeking Behavior and Life Satisfaction Among the U.S. Elderly: The Role of Personality, Cognitive…

Marco Pantoja

Marco Pantoja Presents Graduate Research Project

Feb. 19, 2020

Marco Pantoja, Personal Financial Planning Extension Instructor and graduate student, presents his final research project regarding WEALTH, a former Mizzou employee financial wellness program. Mr. Pantoja will graduate with a MS in Personal Financial Planning in May 2020. Watch video

Lu Fan

2020 CFP Board Academic Research Colloquium

Jan. 25, 2020

The Department of Personal Financial Planning at the University of Missouri will be participating in the CFP Board Center for Financial Planning’s fourth annual Academic Research Colloquium for Financial Planning and Related Disciplines being held February 20-22, 2020 in Arlington, VA. Along with other international scholars, MU Personal Financial Planning faculty and graduate students will…

dinner with the AmeriCorps volunteers

Andrew Zumwalt, CFP® Trains Volunteers for Upcoming Tax Season

Jan. 17, 2020

Andrew Zumwalt, CFP®, Assistant Extension Profession in the University of Missouri Personal Financial Planning Department, is training volunteers for the upcoming tax season. This group, comprised of MU Personal Financial Planning Students, AmeriCorps workers, and community volunteers will soon be IRS certified, advanced tax preparers, ready to serve Missourians this tax season. Starting in a…

Rui Yao

MU News Highlights Dr. Rui Yao’s Research

Jan. 16, 2020

Story by MU News New research from the University of Missouri highlights importance of employees asking questions about their retirement plans COLUMBIA, Mo. – Starting a new job often includes enrolling in a company’s retirement plan. As defined contribution plans, such as 401(k) plans, become more common than pension plans, American workers are increasingly responsible…

Abed Rabbani

Dr. Rabbani and Dr. Yao Accepted to Mini Ideas Lab

Jan. 9, 2020

Congratulations to Dr. Abed Rabbani CFP® and Dr. Rui Yao, CFP® whose financial planning expertise has been recognized by being accepted to the University of Missouri mini Ideas Lab. On January 17, they will be involved in discussions regarding a campus-wide center for aging-related research. Abed Rabbani Rui Yao

Andrew Zuwalt

Andrew Zumwalt, CFP® Elected to Board of Directors for FPA of Greater St. Louis

Jan. 6, 2020

Congratulations to Andrew Zumwalt, CFP® who was elected to the Board of Directors for the FPA of Greater St. Louis. He serves on the Board as Chair of the Education Committee. View more information on all of the board members. More info

Lu Fan

Dr. Lu Fan Publishes in Financial Planning Review

Dec. 17, 2019

Congratulations to Dr. Lu Fan, CFP® whose research was published in the recent issue of Financial Planning Review. The article, coauthored with Dr. Swarn Chatterjee of the University of Georgia, is titled "Bequest Expectations Among the U.S. Older Adults: The Roles of Generation Differences and Personality Traits." Financial Planning Review is available to nearly 86,000…

Graham McCaulley

2019 External Grants Received

Dec. 10, 2019

Congratulations to Graham McCaulley, PhD, Deanna Sharpe, PhD, CFP®,CRPC®, CRPC®, CRPS, and Andrew Zumwalt, CFP® for receiving external funding. Graham McCaulley National Institute of Food and Agriculture and Missouri United Methodist Foundation Deanna Sharpe Missouri United Methodist Foundation Andrew Zumwalt Missouri Assistive Technology Council

Marco Pantoja

Marco Pantoja, AFC® Quoted in WalletHub

Dec. 2, 2019

Marco Pantoja, AFC®, Extension Instructor, was recently interviewed by WalletHub for its "Ask the Experts" column on Secured Credit Cards. Why don't more secured credit cards pay interest on your security deposit? The security deposit is a temporary exchange for a credit account. The lack of interest paid to the borrower, if interest is being…