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Dr. Daralee Barbera is a seasoned executive with 40+ years of experience in finance, leadership, and coaching. She has held various positions at The American College of Financial Services, California Lutheran University, WFW Consulting, GAMA International, and Waddell & Reed. Dr. Barbera has a Doctor of Education degree from the University of Southern California and holds multiple certifications in finance and coaching.

Credentials

  • CPMBC (Certified Professional Master Business Coach)
    The Professional Business Coaches Alliance
    Dec, 2019
    - May, 2026
  • ChFC® (Chartered Financial Consultant®)
    The American College of Financial Services
    Mar, 2014
    - May, 2026
  • CLF® (Chartered Leadership Fellow®)
    The American College of Financial Services
    Dec, 2009
    - May, 2026
  • CMFC® (Chartered Mutual Fund Counselor℠)
    College for Financial Planning
    Jan, 2005
    - May, 2026
  • CFP® (CERTIFIED FINANCIAL PLANNER™)
    Certified Financial Planner Board of Standards, Inc.
    Jan, 1987
    - May, 2026

Experience

    • Director Of Faculty, Assistant Professor Of Leadership
    • United States
    • E-Learning Providers
    • 300 - 400 Employee
    • Program Director, Master of Science in Management-Leadership and Assistant Professor of Leadership
      • Oct 2022 - Present

    • George G. Joseph and Richard A. Liddy Chair in Practice Management & Leadership
      • Oct 2022 - Present

    • Adjunct Professor
      • Apr 2020 - Oct 2022

    • President and Principal
      • Jul 2020 - Present
    • United States
    • Higher Education
    • 700 & Above Employee
    • Adjunct Professor
      • Jun 2020 - Present

    • Financial Planning Program Interim Director
      • Mar 2022 - Oct 2022

    • President
      • Nov 2019 - Present
  • GAMA International
    • Falls Church, Virginia
    • EVP Business Development/VP Strategic Initiatives
      • Apr 2017 - Oct 2019
      • Falls Church, Virginia
  • Waddell & Reed
    • Orange County, California Area
    • Managing Principal
      • Jun 1982 - Nov 2016
      • Orange County, California Area

Education

  • 2016 - 2019
    University of Southern California
  • California State University, Long Beach
  • California State University, Long Beach

Suggested Services

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Industry Focus. “Financial Services”

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