UC Berkeley Extension’s Certificate Program in Personal Financial Planning recently recognized Avondale Wealth Advisor David Hale as the 2017 Outstanding Student of the Year. The curriculum, overseen by an advisory board of investment, financial planning and education leaders and taught by working professionals, is a rigorous academic program for financial planning professionals. Areas of focus include Behavioral Finance, Federal Taxation, Employee Benefit Plans, Insurance, Investments, Estate Planning, Retirement Income Planning and Real Estate Investing.
The award is given to one student each year who exemplifies the ideals of the program through academic achievement, dedication, and demonstrated aptitude for real world application of the principles taught.
The program was founded by Tim Kochis out of a desire to mentor exceptional talent in Financial Planning.