Chia-Li Chien, PhD, CPBC


Chia-Li Chien, Ph.D., CFP®, PMP®, CPBC, 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 award-winning books. She publishes research on succession & retirement 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 and is a Certified Financial Planner (CFP®), Project Management Professional (PMP®), Certified Professional Business Coach (CPBC), and Extended DISC Certified Professional. Dr. Chien is an Associate Provost of Graduate Programs at The American College of Financial Services.

Chia-Li Chien is pronounced Jolly Jan.

Education, Certifications & Boards

  • PhD in Financial and Retirement Planning, CFP, PMP, see
  • 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
  • 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. 100120 CLU SOM Faculty Awards
  • CBC Federal Credit Union $17,100 Sponsorship for NRC950 Introduction of Personal Finance for working adults. Oct 2020 to May 2021. Intro to Personal Finance Flyer
  • California Lutheran University Community Leaders Association $2,500 grant. 2019-2020.

Areas of Expertise

  • Succession Planning
  • Retirement Income Planning
  • Corporate Finance


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