Dr. Matt J. Goren,

Dr. Matt J. Goren, CFP® has a diverse work experience in the field of financial planning and education. Dr. Matt J. currently holds the position of Product Vice President - Financial Planning Education at CeriFi, where they are responsible for the strategic direction and profitability of the financial planning product line. Dr. Matt J. collaborates with various teams to create an industry-leading student experience and works on sales and marketing strategies.

Prior to that, they held the same role at Dalton Education, where they contributed to the company's financial planning education products.

Dr. Goren also worked as the Director of Curriculum at the Global Financial Planning Institute, where they managed a team to create a comprehensive master class and developed a CFP CE-approved exam.

Dr. Matt J. served as the Director of Knowledge for Practice at CFP Board, where they developed and disseminated financial planning knowledge to strengthen the academic foundations of the profession.

Additionally, they worked at The American College of Financial Services as the CFP® Program Director, leading one of the largest CFP education programs in the United States. Dr. Matt J. also held positions as Assistant Professor of Financial Planning and Instructor and Education Specialist at the same institution.

Dr. Goren has experience in broadcasting as well, having created, produced, and hosted a financial education radio show called "Nothing Funny About Money" on NPR.

Dr. Matt J. has also worked as an Adjunct Assistant Professor at the University of Georgia and gained hands-on experience as a Financial Planning Associate at Arete Wealth Strategists and NerdWallet.

Furthermore, Dr. Goren has entrepreneurial experience as the Co-Founder and CEO of Beyond Berkeley Consulting.

Overall, Dr. Matt J. Goren, CFP® has a comprehensive background in financial planning education, curriculum development, knowledge dissemination, program management, broadcasting, and industry practice.

Dr. Matt J. Goren, CFP®, has a strong educational background in social psychology. Dr. Matt J. obtained their Bachelor of Science degree in Psychology, Statistics, and Latin American History from the University of Florida in 2007. Dr. Matt J. then pursued their Master of Science degree in Social Psychology at The University of Georgia from 2007 to 2011. Following this, they continued their education and achieved a Ph.D. in Social Psychology from the University of California, Berkeley, from 2011 to 2014.

In addition to their academic achievements in social psychology, Dr. Goren also holds a Certificate in Personal Financial Planning from UC Berkeley Extension, which they obtained between 2013 and 2015.

To further enhance their professional qualifications, Dr. Goren has acquired various certifications. Dr. Matt J. is a CERTIFIED FINANCIAL PLANNER™ Professional, awarded by the CFP Board in September 2018. Furthermore, they have obtained the Series 63 and Series 65 certifications from the Financial Industry Regulatory Authority (FINRA), although the specific months and years of these certifications are not provided.