Chia-Li Chien

About

Chia-Li Chien, Ph.D., CFP®, PMP®, CPBC, is a succession and executive coach who helps women business owners navigate leadership transitions, ownership continuity, and high-stakes decisions with clarity and confidence. As a Succession Program Director at Value Growth Institute, she works with founders and middle-market owners to protect enterprise value while designing intentional next chapters on their terms.

Before her coaching and consulting work, Dr. Chien held senior management roles at Fortune 500 companies, including Diageo, ABB, CIGNA, and RSA Insurance Group, bringing a practical, results-driven perspective to complex transition planning.

A frequent national speaker and author of three award-winning books, Dr. Chien publishes research on succession and retirement and serves on the boards of several national financial services organizations. She is also an Associate Professor of Practice & Center for Financial Responsibility Director at Texas Tech University.

Dr. Chien earned her Ph.D. in Retirement and Financial Planning from The American College of Financial Services. She is a CERTIFIED FINANCIAL PLANNER® (CFP®), Project Management Professional (PMP®), Certified Professional Business Coach (CPBC), and Extended DISC Certified Professional.

Chia-Li Chien is pronounced Jolly Jan.

Education, Certifications & Boards

• PhD in Financial and Retirement Planning, CFP, PMP, see https://vgi168.com/dr_chien/
• Extended DISC Certified Professional: Sept 2021.
• CPBC (Certified Professional Business Coach) Exam: May 2021, License: June 2021.
• CFP® (CERTIFIED FINANCIAL PLANNER®) Exam: Mar 2005, License: Aug 2008
• PMP®(Project Management Professional) Dec 2004
• 6 Sigma Green Belt Certificate Dec 2006
• CRPC (Chartered Retirement Planning Counselor) Nov. 2007
• CTEP (Chartered Trust and Estate Planner) Dec. 2006
• FP&A (Certified Corporate FP&A Professional), part 1, Aug 2016.

Recognition & Awards

Enhancing Retirement Success Rates in the United States

• 2020 American Book Award Winner in the Business: Personal Finance/Investing category on Nov. 20, 2020
• 2020 International Book Award Finalist on July 31, 2020.

Work Toward Reward

• New England Book Festival on Dec 23, 2013
• Southern California Book Festival on Oct 05, 2013
• DIY Book Festival on July 08, 2013
• New York Book Festival on June 10, 2013.
• International Book Awards on May 20, 2013
• SAN FRANCISCO BOOK FESTIVAL on May 6, 2013
• Great Southeast Book Festival on March 6, 2013

Show Me The Money

• Best Books Awards on October 26, 2010
• New England Book Festival on December 28, 2010

Grants and Projects

• 2020 recipient of the School of Management Advisory Council Award for outstanding achievement in Research at California Lutheran University. Oct. 1, 2020. https://vgi168.com/wp-content/uploads/2020/10/100120-CLU-SOM-Faculty-Awards.pdf
• CBC Federal Credit Union $17,100 Sponsorship for NRC950 Introduction of Personal Finance for working adults. Oct 2020 to May 2021. https://vgi168.com/wp-content/uploads/2020/10/Intro-to-Personal-Finance-Flyer-1.pdf
• California Lutheran University Community Leaders Association $2,500 grant. 2019-2020.

Areas of Expertise

• Succession Planning
• Retirement Income Planning
• Corporate Finance
• see https://vgi168.com/dr_chien

Designations Achieved

• Extended DISC Certified Professional: Sept 2021
• CPBC (Certified Professional Business Coach) Exam: May 2021, License: June 2021
• CFP® (CERTIFIED FINANCIAL PLANNER®) Exam: Mar 2005, License: Aug 2008
• PMP®(Project Management Professional) Dec 2004
• 6 Sigma Green Belt Certificate Dec 2006
• CRPC (Chartered Retirement Planning Counselor) Nov. 2007
• CTEP (Chartered Trust and Estate Planner) Dec. 2006
• FP&A (Certified Corporate FP&A Professional), part 1, Aug 2016

Publications

See publications at https://vgi168.com/dr_chien/ include peer-reviewed.
https://www.amazon.com/Chia-Li-Chien/e/B00JD6JM2Y