Brian J. Kallback, M.A., M.S., CFP®, QPA, CLU®, CTFA

Virtual Back-Office Planner

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Hi, I'm Brian, Virtual, Back-Office Planner with Outsourced Planning.

I am an Assistant Professor of Finance at Loras College where I serves as the Program Director for Loras College’s CFP® Board Registered Minor in Financial Planning & Wealth Management. I teach the program coursework, as well as personal finance, managerial finance, economics, and general education courses within the Francis J. Noonan School of Business.

I am a Certified Financial Planner professional, a Chartered Life Underwriter (CLU), a Qualified Pension Administrator (QPA), and a Certified Trust & Fiduciary Advisor (CTFA).  I am presently pursuing a PhD in History from Liberty University.  I also serve as the faculty sponsor for Loras’ FPA Student Chapter. I have spoken at the CFP Registered Programs’ Conference, the IPI Catholic Values’ Investing Conference, and for many local organizations.

I have been a first-round judge for the FPA/CFP®/Ameriprise Financial Planning Challenge, acted as mentor within the CFP Board’s Mentoring Program, participated in the CFP Board’s Item Writing Workshops, and conduct ethics presentations on the CFP Board's Code of Ethics and Practice Standards.  I am on the Editorial Advisory Board for the Journal of Financial Planning. I also serves as an instructor and a member of the project team for Dalton Education and have been published in the Journal of Financial Planning, Plan Consultant, bizTimes, 401(k)Specialist.com, and WalletHub.com.

Prior to my time in academia, I worked in personal wealth management and qualified plan recordkeeping. I run Vine & Fig Tree Wealth Planning which focuses on employee education, paraplanning, and organizational financial planning consulting - all without conflict or bias.  Further information can be found at www.vineandfigwealth.com.  In my free time, I enjoy my kids and my pug, reading, Pearl Jam, being outside, running, and CrossFit.