Chia-Li Chien

Chia-Li Chien, Ph.D., CFP®, PMP®, CPBC, is the Associate Provost of Graduate Programs, Master of Science in Financial Planning (MSFP) Program Director, and Associate Professor of Succession Planning at The American College of Financial Services. She has 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.

Areas of Expertise:

Business Planning, Financial Planning, Retirement Planning

Companies

• Associate Provost of Graduate Programs The American College of Financial Services (2022)
• Adjunct Faculty American Management Association (2011)
• Succession Strategist & Program Director Value Growth Institute (2009)
• Assistant Professor & Director of Financial Planning Program California Lutheran University (2018 — 2022)
• Instructor & CFP® Program Director Ball State University (2015 — 2018)
• Exit Planning Advisor Lincoln Financial Group (2005 — 2009)
• Director of Information Systems Diageo (1999 — 2004)

Education

• Doctor of Philosophy (Ph.D.) The American College of Financial Services (2014 — 2018)
• Master of Science (M.S.) The American College of Financial Services (2007 — 2014)
• MS University of Hartford (1989 — 1990)
• BS Central Connecticut State University (1988 — 1989)
• AA Ming Chuan University (1985 — 1988)