Brian J. Kallback

Brian J. Kallback is a Assistant Professor of Finance at Loras College, where he serves as program director for the CFP®-registered minor in Financial Planning & Wealth Management. He holds credentials as a Certified Financial Planner™, CLU®, QPA, and CTFA, and teaches courses in personal finance, managerial finance, and general education within the Francis J. Noonan School of Business.

• B.A., Loras College, 2002
• M.A., Loras College, 2004

His research and practice focus on financial planning, wealth management, and employee financial education. He has contributed to publications including the Journal of Financial Planning, Plan Consultant, and WalletHub.com. Prior to academia, he worked in personal wealth management and qualified plan recordkeeping.

Brian actively engages with the financial planning community through speaking engagements, mentoring, and editorial advisory roles. He runs Vine & Fig Tree Wealth Planning, offering unbiased consulting in paraplanning and organizational financial education.

• CFP® Board's Mentoring Program mentor
• Journal of Financial Planning editorial advisory board member
• FPA/CFP®/Ameriprise Financial Planning Challenge first-round judge