Instructors and Facilitators
Phuong Luong, M.Ed., CFP®
Phuong Luong is the Program Director for Boston University’s Financial Planning Program, and a CERTIFIED FINANCIAL PLANNER™. Phuong’s first career was as a math teacher, special educator, and curriculum developer for public schools through New England. After transitioning to financial education and financial planning, she founded Just Wealth, a virtual, fee-only financial planning practice for individuals and families. Phuong is a founding member of the CFP Board Center for Financial Planning’s Diversity Advisory Group, where she helps build pathways to attract and retain professionals from diverse backgrounds into the financial planning profession. The CFP Board is the national certifying body for the 90,000+ CFP® professionals in the U.S. She also served as Chair and Chair Emeritus of the CFP Board’s Council on Education, where she advised CFP Board staff on the development of education standards and certification requirements for CFP® professionals. She was a former member of the CFP Board Ethics Working Group and developed Ethics training for financial advisors currently used by continuing education providers and professional organizations across the U.S. Phuong received a B.A. from Dartmouth College, where she was a graduate of the Teacher Education Program and a recipient of the Woodrow-Wilson Rockefeller Brothers Fellowship for Aspiring Teachers of Color. She earned a M.Ed. in Special Education from Boston University. She also completed the Financial Planning Program at Boston University, where she was a recipient of the Robert J. Glovsky Scholarship for Financial Planning.
Kenneth Dean, MST, CPA, CFP®, CFA, FRM
Ken is a Certified Public Account (CPA) who holds the Chartered Financial Analyst (CFA) designation and is a CERTIFIED FINANCIAL PLANNER™ practitioner. Ken is a Senior Wealth Advisor and Director of Tax at Peak Financial Management, Inc., Waltham, MA. Previously, he provided accounting and tax services to personal clients for 25 years, and has 10 years of experience as an international tax manager, dealing with large multinational companies such as Degussa, Toshiba, and Colgate-Palmolive. Dean earned his Master of Science in Taxation in 1995, and a State and Local Tax certification in 1999 from Fairleigh Dickinson University. Over the past 15 years, he has taught all sections of the CFP® curriculum for various financial planning programs, banks, and financial service companies. In addition to being an instructor in Boston University’s Financial Planning Program, Ken is a contributing content editor. He is a current member of the AICPA, NJSCPA, the Boston Security Analysis Society, and the CFA Institute.
Daniel J. Galli, M.Ed, CFP®, ChFC, CLU
Dan Galli is a CFP® certificant and principal of Daniel J. Galli & Associates, located in Norwell, Massachusetts. Dan began his financial services career in 1986 following 11 years as a public school teacher. He has built a practice that includes a wide range of products and advisory services, including both fee-based financial planning and commission-based activity. Today, his practice focuses on retirement planning for professionals, small business owners, teachers, and other individuals, designing qualified retirement plans, maximizing savings, and managing assets. He is a registered representative of Ameritas Investment Corp. (AIC) with FINRA Series 7, 24, and 63 registrations. He holds a Masters of Education in Elementary Education Administration as well as Chartered Financial Consultant and Chartered Life Underwriter designations. Dan has extensive experience teaching courses at colleges in Boston, and providing content development in financial planning. In conjunction with the Financial Planning Association of MA, he has coordinated a program of Personal Financial Chats for the Boston Globe website. He has served as President of the Massachusetts Chapter of the Financial Planning Association and is currently the Chair of the Board of Directors. Dan also works with PFE Advisors, LLC, of Southborough, Massachusetts, providing national educational workshops for employees of companies such as PepsiCo, FM Global, Akamai Forrester Research, NetScout, The Archdiocese of Boston, MathWorks, Northern Trust, and others.
Securities and Investment Advisory Services are offered solely through Ameritas Investment Corp. (AIC). Member FINRA/SIPC. AIC and Daniel J. Galli & Associates are not affiliated. Additional products and services that are not offered through AIC may be available through Daniel J. Galli or Daniel J. Galli & Associates.
Jena Palisoul, CFP®
Jena is a CERTIFIED FINANCIAL PLANNER™ and the program’s facilitator. She began her career at Fidelity Investments, working in both New Hampshire and in Boston. Jena has since focused her career efforts on innovation and towards expanding financial planning and financial services to underserved and overlooked audiences. She has worked on projects for IDEO, at the Society of Grownups (a MassMutual-funded startup in Brookline, MA), for Prudential, State Farm, multiple Department of Defense contractors, and for other start up entities and non-profit organizations. Jena received her B.S. from Excelsior University and earned her M.S. in Financial Services from The American College of Financial Services. She also holds the ChFC®, CLU®, and CASL® designations.
Faculty Videos
