Financial Planning

Aug. 15, 2024

Jim Green

Green is an Associate Professor of Personal Financial Planning in the Division of Applied Social Sciences of the College of Agriculture, Food and Natural Resources at the University of Missouri – Columbia. He is a native of Florida but comes to the University of Missouri from San Antonio, TX where he spent the nine years as a financial planning and portfolio manager with Morgan Stanley Wealth Management. Additionally, for the three years, he was an Adjunct Professor of Finance at the H-E-B School of Business Administration, University of the Incarnate Word. He earned his undergraduate degree from the U.S. Air…

Sep. 7, 2022

Andrew Zumwalt

Educational background MS, University of Missouri, 2008 Courses taught PFP2083: Financial Planning Careers PFP2183 & PFP2183H: Personal and Family Finance PFP4187/7187: Financial Planning, Tax Planning PFP4188: Community Agencies and Volunteerism PFP4389: Financial Planning, Capstone…

July 26, 2021

Starla Ivey

Starla Ivey has more than 25 years of experience in college teaching at the University of Missouri, Spalding University, the University of Kentucky, and Oklahoma State University. She has taught courses in insurance, investments, taxes, personal finance, computer applications, management and leadership along with handling academic and career advising to college students. Her industry experience is within the areas of employee benefit management, banking and insurance. Educational background Ph.D., Education, University of Missouri M.S., Consumer and Family Economics, University of Missouri B.S., Consumer and Family Economics, University of Missouri Courses Taught FINPLN 1000: IGen Money FINPLN 2183: Personal and Family…

July 14, 2021

Abed G. Rabbani

Rabbani is an associate professor and CFP Board-Registered Program Director in the Personal Financial Planning program at the University of Missouri. He received a BS degree from Khulna University, Bangladesh, and an MS from James Cook University, Australia. He also earned an MS from the University of Arkansas at Pine Bluff and a PhD in Financial Planning at the University of Georgia. He is a Certified Financial PlannerTM. Educational background Ph.D., Financial Planning, Housing and Consumer Economics, University of Georgia M.S., University of Arkansas B.S., Khulna University, Bangladesh Courses taught FINPLN 3282 – Financial Counseling FINPLN 4386/7386 – Financial Planning:…

July 14, 2021

Rui Yao

Rui Yao’s research focuses on consumer and family financial decision-making and well-being. Specific topics include financial resilience, debt management, saving and investment behavior and motives, risk tolerance, financial capability, consumption patterns, employment-leisure decisions, as well as mental and physical health outcomes of financial events. Her interdisciplinary work targets at providing implications to stakeholders of consumer and family well-being and impacted millions of consumers and families through her publications, presentations, and media interviews. She received the best paper award from the CFP Board, AARP, American Council on Consumer Interests, and American Association of Family & Consumer Sciences. She is the editor…