Chia-Li Chien, Ph.D., CFP®, PMP®, is a Succession Program Director at Value Growth Institute.

Before her consulting practice, she held several senior management positions in Fortune 500 companies, including Diageo, ABB, CIGNA, and RSA Insurance Group.

Dr. Chien is a frequent speaker about succession planning at national conferences and has published three books, including her most recent publication, “Enhancing Retirement Success Rates in the United States.” She publishes research on succession topics in a variety of academic and practitioner research journals.

Dr. Chien serves on the boards of various national financial service associations. She holds a doctorate in financial planning. Dr. Chien is an Assistant Professor and Director of the Financial Planning Program of California Lutheran University.

Chia-Li Chien is pronounced Jolly Jan.


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