Dr. Sarah Asebedo, CFP®

Dr. sarah asebedo, cfp®

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location of Dr. Sarah Asebedo, CFP®Lubbock, Texas, United States
Followers of Dr. Sarah Asebedo, CFP®3000 followers
  • Timeline

  • About me

    School Director | Researcher | Educator | Editor

  • Education

    • Kansas state university

      -
      Graduate certificate in conflict resolution mediation
    • Kansas state university

      2007 - 2011
      M.s. family studies & human services financial planning
    • Kansas state university

      2012 - 2016
      Doctor of philosophy (ph.d.) personal financial planning

      Research interests include financial conflict resolution and the connection between personality, Positive Psychology, and financial behavior.

  • Experience

    • Accredited investors, inc

      Jun 2004 - Mar 2014
      Wealth management director & shareholder
    • Financial therapy association

      Jan 2013 - Dec 2019
      Board member, president-elect, president, past-president
    • Virginia tech

      Aug 2014 - Aug 2016
      Assistant professor of practice in financial planning
    • Texas tech university school of financial planning

      Jun 2016 - now
      • Associate Professor

        Sept 2022 - now
      • School Director

        Jun 2022 - now
      • Ph.D. Program Director

        Sept 2021 - Nov 2022
      • Life-Centered Financial Planning Graduate Certificate Program Director

        Sept 2019 - Sept 2022
      • Assistant Professor

        Jun 2016 - Sept 2022
  • Licenses & Certifications

    • Certified financial planner(tm)

      Cfp board
      May 2007
  • Honors & Awards

    • Awarded to Dr. Sarah Asebedo, CFP®
      Instructor of the Year Texas Tech Personal Financial Planning Association (PFPA) 2020
    • Awarded to Dr. Sarah Asebedo, CFP®
      The Best of 40 Years FPA and the Journal of Financial Planning 2019 This paper was recognized in The Best of 40 Years 2019 special issue:Asebedo, S. D., & Seay, M. C. (2015). From functioning to flourishing: Applying positive psychology to financial planning. Journal of Financial Planning, 28(11), 50-58. Recipient of the 2016 Montgomery-Warschauer Award.
    • Awarded to Dr. Sarah Asebedo, CFP®
      2018 Best Research Award Financial Planning Association and Journal of Financial Planning Oct 2018 https://twitter.com/FPApubs/status/1047626246522359809For the best research that can be applied by practitioners in use with clients, as determined by a three-person panel and awarded onsite at the FPA national conference. Judging based on the abstract submitted, the merits of the research, and the presentation delivered at FPA: Chicago 2018. Award granted for: Asebedo, S. D., & Purdon, E. (2018). Planning for conflict in client relationships. Paper presented at the 2018 Financial Planning… Show more https://twitter.com/FPApubs/status/1047626246522359809For the best research that can be applied by practitioners in use with clients, as determined by a three-person panel and awarded onsite at the FPA national conference. Judging based on the abstract submitted, the merits of the research, and the presentation delivered at FPA: Chicago 2018. Award granted for: Asebedo, S. D., & Purdon, E. (2018). Planning for conflict in client relationships. Paper presented at the 2018 Financial Planning Association (FPA) annual conference, Chicago, IL. (9 out of 40 papers accepted). Show less
    • Awarded to Dr. Sarah Asebedo, CFP®
      The Best of 2018 FPA and the Journal of Financial Planning 2018 This paper was Included in the Best of 2018 special issue:Asebedo, S. D., & Purdon, E. (2018). Planning for conflict in client relationships. Journal of Financial Planning, 31(10), 48-56. Recipient of the 2018 FPA/JFP Best Research Award.
    • Awarded to Dr. Sarah Asebedo, CFP®
      2017 Best Applied Research Award Financial Planning Association and Journal of Financial Planning Oct 2017 https://twitter.com/FPApubs/status/915644772798357513/photo/1For the best research that can be applied by practitioners in use with clients, as determined by a three-person panel and awarded onsite at the FPA National Conference. Judging based on the abstract submitted, the merits of the research, and the presentation delivered at FPA BE: Nashville 2017. Award granted for: Asebedo, S. D., & Seay, M. C. (2017). Financial self-efficacy and the saving behavior of older pre-retirees. Paper… Show more https://twitter.com/FPApubs/status/915644772798357513/photo/1For the best research that can be applied by practitioners in use with clients, as determined by a three-person panel and awarded onsite at the FPA National Conference. Judging based on the abstract submitted, the merits of the research, and the presentation delivered at FPA BE: Nashville 2017. Award granted for: Asebedo, S. D., & Seay, M. C. (2017). Financial self-efficacy and the saving behavior of older pre-retirees. Paper presented at the 2017 FPA BE Annual Conference, Nashville, TN. (9 out of 30+ papers accepted). Show less
    • Awarded to Dr. Sarah Asebedo, CFP®
      Top 40 Under 40, Class of 2017 Investment News Jun 2017 http://www.investmentnews.com/section/40-under-40/2017/profile/9/Sarah-AsebedoInvestmentNews’ 40 Under 40 project aims to reveal the tremendous potential in the financial advice industry by finding often unrecognized young talent doing remarkable things. Key attributes we look for among the almost 1,200 nominations of advisers and associated professionals we receive each year are: accomplishment to date, contribution to the industry, leadership and promise.
    • Awarded to Dr. Sarah Asebedo, CFP®
      AARP Public Policy Institute Financial Services and the Older Consumer Award American Council on Consumer Interests Apr 2017 This award is granted to a paper that represents rigorous research that advances the knowledge base regarding financial products and services and the older consumer. The paper presents new data and/or analysis that focus on one or more key financial services issues, broadly defined, to include areas such as older persons’ use of banking, insurance, securities/investment products, credit and debt, e-commerce and online technology. It should offer, based on research findings, timely and relevant… Show more This award is granted to a paper that represents rigorous research that advances the knowledge base regarding financial products and services and the older consumer. The paper presents new data and/or analysis that focus on one or more key financial services issues, broadly defined, to include areas such as older persons’ use of banking, insurance, securities/investment products, credit and debt, e-commerce and online technology. It should offer, based on research findings, timely and relevant policy recommendations that are valuable to academicians, policymakers, and financial services professionals as well as advance the knowledge base in aging research in a manner that promotes a constructive image of older persons. Show less
    • Awarded to Dr. Sarah Asebedo, CFP®
      Robert O. Herrmann Outstanding Dissertation Award American Council on Consumer Interests Apr 2017 Awarded by the American Council on Consumer Interests to identify and recognize outstanding graduate student research which addresses issues relevant to the well-being of consumers and meets the research guidelines of The Journal of Consumer Affairs.
    • Awarded to Dr. Sarah Asebedo, CFP®
      Celebration of Faculty Excellence in Research, Scholarship, and Creative Activity Texas Tech University 2017 Recognized by the Offices of the President, Provost, and Vice President for research, scholarship, and/or creative activity at the national or international level during the preceding year. The celebration will provide a forum in which colleagues from across campus and the community can learn about the exciting, high quality research, scholarship, and creative activity that is being conducted at Texas Tech University. This recognition is based on specific eligibility guidelines and is only… Show more Recognized by the Offices of the President, Provost, and Vice President for research, scholarship, and/or creative activity at the national or international level during the preceding year. The celebration will provide a forum in which colleagues from across campus and the community can learn about the exciting, high quality research, scholarship, and creative activity that is being conducted at Texas Tech University. This recognition is based on specific eligibility guidelines and is only bestowed upon those achieving national and/or international prominence in their disciplines. Show less
    • Awarded to Dr. Sarah Asebedo, CFP®
      2016 Montgomery-Warschauer Award Financial Planning Association (FPA) and the Journal of Financial Planning Apr 2016 ​​DENVER - The Financial Planning Association® (FPA®) is pleased to announce the recipients of the 2016 Montgomery-Warschauer Award are Sarah D. Asebedo, CFP® and Martin C. Seay, Ph.D., CFP® for their November 2015 Journal of Financial Planning article, "From Functioning to Flourishing: Applying Positive Psychology to Financial Planning." Now in its fifth year, the Montgomery-Warschauer Award honors the paper published in the Journal of Financial Planning that provided the most… Show more ​​DENVER - The Financial Planning Association® (FPA®) is pleased to announce the recipients of the 2016 Montgomery-Warschauer Award are Sarah D. Asebedo, CFP® and Martin C. Seay, Ph.D., CFP® for their November 2015 Journal of Financial Planning article, "From Functioning to Flourishing: Applying Positive Psychology to Financial Planning." Now in its fifth year, the Montgomery-Warschauer Award honors the paper published in the Journal of Financial Planning that provided the most outstanding contribution to the betterment of the profession in the preceding year. This award was named for the late Henry Montgomery, who helped create the Journal, and Tom Warschauer, the Journal's first academic editor. Winners are selected based on nominations by the Journal's editorial staff, including the practitioner editor and academic editor, along with the votes of the Journal's Editorial Advisory Board. The award will be presented to Asebedo and Seay at FPA Annual Conference – BE Baltimore 2016 – Sept. 14-16, 2016. The paper authored by Asebedo and Seay introduces positive psychology, illustrates how it overlaps with financial planning, and provides specific scientifically based tools and resources that financial planners can use to integrate positive psychology into their practice. With financial planning having evolved from helping clients function financially to helping clients improve their well-being and quality of life, positive psychology has had a similar evolution over the past decade to explore how people can optimize their well-being to thrive, prosper, and flourish in life. Show less
    • Awarded to Dr. Sarah Asebedo, CFP®
      Virginia Tech Teacher of the Week VT Center for Instructional Development and Educational Research Oct 2015 http://www.cideronline.org/teacheroftheweek/pastwinners2.cfm?tid=308
    • Awarded to Dr. Sarah Asebedo, CFP®
      2014 Best Applied Research Award Financial Planning Association (FPA) and the Journal of Financial Planning Sep 2014 Received the Best Applied Research ($500) Award - for the best research that can be applied by practitioners in use with clients, as determined by a three-person panel, and awarded onsite at FPA BE: Seattle 2014, Sept. 20–22. Judging based on the abstract submitted, the merits of the research, and the presentation delivered at FPA BE: Seattle 2014.Asebedo, S. D., Thompson, C., Stueve, C., Russi, R., & Seay, M. C. (September, 2014). To leverage or not to leverage: Psychological… Show more Received the Best Applied Research ($500) Award - for the best research that can be applied by practitioners in use with clients, as determined by a three-person panel, and awarded onsite at FPA BE: Seattle 2014, Sept. 20–22. Judging based on the abstract submitted, the merits of the research, and the presentation delivered at FPA BE: Seattle 2014.Asebedo, S. D., Thompson, C., Stueve, C., Russi, R., & Seay, M. C. (September, 2014). To leverage or not to leverage: Psychological implications of mortgage debt in retirement. Paper presented at the 2014 Financial Planning Association National Conference (FPA-BE), Seattle, WA.http://fpa-be.org/cutting-edge-research-for-attendees-only/http://fpa-be.org/academics/ Show less
  • Volunteer Experience

    • Board of Directors Member

      Issued by Financial Therapy Association on Jan 2013
      Financial Therapy AssociationAssociated with Dr. Sarah Asebedo, CFP®
    • Past President

      Issued by Financial Therapy Association on Jan 2019
      Financial Therapy AssociationAssociated with Dr. Sarah Asebedo, CFP®
    • President

      Issued by Financial Therapy Association on Jan 2018
      Financial Therapy AssociationAssociated with Dr. Sarah Asebedo, CFP®
    • President Elect

      Issued by Financial Therapy Association on Jan 2016
      Financial Therapy AssociationAssociated with Dr. Sarah Asebedo, CFP®