Dr. Daralee Barbera EdD CFP® CMFC® CLF® ChFC® CPMBC® is passionate about the importance of financial literacy, comprehensive financial planning, personal and business development, and the critical role of leadership. She is a certified master business coach, international speaker, professor, author, and consultant. Dr. Barbera holds an EdD in Leadership and Organizational Change from The University of Southern California (USC), a BA in Mathematics (summa cum laude), and an MEd from California State University Long Beach (CSULB). Dr. Barbera is adjunct professor in the MSM and MSFP/MBA programs at The American College and California Lutheran University, respectively. She is the Director of the Financial Planning Program at CLU. Daralee is a veteran of the financial services profession, retiring after 30 years as a Managing Principal and a distinguished 34-year career at Waddell and Reed. She was the Executive Vice President of GAMA International. She is President of Diversified Professional Coaching (DPC) LLC. Dr. Barbera has co-authored two books: Women Matter – The Why and How of Gender Diversity in Financial Services and What You Can Do…When You Can’t – 21 Days to Personal Success. Her doctoral dissertation addressed Financial Literacy for Women and the Role of Financial Education. She is a contributing author to The Experience of Leadership – Proven Examples from Successful Leaders, by Fred Stuvek, Jr. As well as having served on The American College’s Board of Trustees, she was 2014-2015 President of the GAMA International Board of Directors. She was “Woman of the Year” for WIFS (Women in Insurance and Financial Services) and was named as one of the “20 Women in Insurance You Need to Know” in 2013 by Life Health Pro. She serves on the Board of MoneyWeave Academy, a non-profit organization focused on promoting financial literacy for women. She is a member of NAIFA (National Association of Insurance and Financial Advisors), FINSECA, FPA (Financial Planning Association), PBCA (Professional Business Coaches Alliance), and WIFS (Women in Insurance and Financial Services). Dr. Barbera is a member of GAMA Global, Life Happens, and DPC Speakers Bureaus and has addressed thousands of financial services professionals, both domestically and internationally. She has been featured in Forbes.com, GAMA International Journal, National Underwriter, Life Health Pro, Advisor Today, The Wall Street Journal, Business Wire, Yahoo Finance, MarketWatch, The Wealth Channel, World News, International Business Times, GAMA’s “Best Ideas” series, Orange County Register, The Buffalo News, California Broker, Financial Planning, Investment News, Insurance News Net Magazine, Find Bob, and KPPC and KNX Radio in Los Angeles