Personal Financial Planning

An interest area

We all need to improve our financial literacy because everyone will face personal financial decisions throughout their lives, from student loans to mortgages to retirement.

In the Personal Financial Planning area at Bryant, you will learn basic financial concepts, such as the time value of money and how to interpret interest rates. You will also examine personal loans, including credit cards, auto loans, and home mortgages - as well as stocks and bonds, money market and mutual funds, and how your individual savings impacts society.

If you plan to pursue financial planning as a career, you will further benefit from taking the Securities Brokerage course, which prepares you for the Series 7 exam – the license required of financial planners.

Future careers, post-grad opportunities

Where will you go with your Personal Financial Planning knowledge? You will be poised for careers in portfolio management, banking, investments, financial services, or financial advising, among other careers. You will also be well prepared for graduate studies.

>> Learn more about our courses, requirements, and faculty

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To learn more, please contact:
Hakan Saraoglu, Ph.D.
Department of Finance

An eye on the assets

David Beausejour, J.D.
Professor of Accounting

Personal financial planning is a hot topic nowadays, and who better to teach it than Professor David Beausejour, who holds a Juris Doctorate from Suffolk University Law School and a master’s in taxation from Bryant. Beausejour most recently co-authored “Personal Goodwill: Three Recent Taxpayer Defeats Nevertheless Affirm Existence of a Sometimes Forgotten Asset” in the winter 2011 edition of the Journal of Taxation of Investments. His areas of expertise include estate and gift tax planning, financial accounting, income tax planning, and retirement tax planning.

Successfully managing risk

Donald Quattrucci ‘83
Currently: Market Investment Director, U.S. Trust/Bank of America Private Wealth Management

“What are your objectives? If you don’t need to take risk to realize those objectives, you really shouldn’t,” says Donald Quattrucci ’83, who spent 14 years advising wealthy individuals how to grow and hold onto their money as regional president, BNY Mellon Wealth Management, in Providence, RI. He has since moved onto a new position at U.S. Trust where he is responsible for the day-to-day management of eight portfolio managers and support staff in charge of $4 billion of private-client assets. He continues to maintain his ties with Bryant, as a member of the Board of Trustees and a university donor.