Carolynn Tomin, CFP®
Program Director and Instructor
Carolynn is a CERTIFIED FINANCIAL PLANNER™ professional who specializes in financial education. She is the Program Director of Boston University’s online and classroom CFP® certification education programs and has augmented the development of BU’s online program for the past ten years. She has co-authored an estate planning textbook, Principles of Estate Planning, which is used in many financial planning education programs.
Carolynn has taught estate planning courses, virtual reviews, and CFP® Certification Exam reviews for 19 years at colleges in Massachusetts and Florida, and for many banks and financial service companies in both states.
As co-founder of a financial education company, Beacon Hill Financial Educators, Carolynn has presented continuing education courses to many financial service corporations and organizations, including NAPFA and the FPA. Her former positions include Director of Financial Planning Programs at Merrimack College and Regional Director of the Social Security Disability Program in Massachusetts.
Carolynn was appointed the 2012 Chair of CFP Board’s Council on Education, and had previously served as a member of the Council from 2009-2011. She has been a member of the FPA for many years, and has served on the Board of Directors for the southwest Florida chapter. She is also a former member of the Boston Estate Planning Council.
Daniel J. Galli, CFP®, M.Ed., ChFC, CLU
Instructor
Dan Galli is a Certified Financial Planner™ practitioner and Principal of Daniel J. Galli & Associates located in Norwell, MA. His practice focuses on retirement planning for individuals and small businesses, as well as asset management.
Dan also works with PFE Advisors, LLC, traveling nationally providing educational workshops for employees of companies such as Houghton Mifflin Harcourt, FM Global, National Futures Association, Pepsico, MathWorks, Northern Trust and others. From 1997 to 2005, he served on the adjunct faculty of Northeastern University in Boston, teaching courses in their CFP® program on Retirement Planning and Employee Benefits and their Insurance and Financial Planning course. In 2005, he became a guest lecturer at Boston University, teaching FP105 Retirement Planning and Employee Benefits. Dan edits and updates Boston University’s on-line course, Retirement Plans and Employee Benefits and teaches the virtual version of that class.
In addition to his contributions to the BU Online Program for financial planners, Dan has also been a contributing writer to the Boston Globe’s website, www.boston.com. He has been quoted in the Boston Herald, the Boston Globe and a variety of on-line publications.
Dan currently serves as President of the Financial Planning Association of MA, a 900 member organization comprised mainly of CFP® practitioners.
Dan holds a B.S. from Boston University and an M.Ed from Bridgewater State College. He challenged and passed the CFP® Comprehensive Examination in 1997.
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Dan is a Registered Representative of Ameritas Investment Corp. (AIC). Securities and Investment Advisory Services are offered soley through Ameritas Investment Corp (AIC), Member FINRA/SIPC. Ameritas Investment Corp and Daniel J. Galli & Associations are not affiliated. Additional products and services that are not offered through AIC may be available through Daniel J. Galli & Associates.
William B. Reeve, CFP®, MBA, CFA
Instructor
Bill Reeve is currently teaching tax and investment planning for Boston University’s Financial Planning Program, and teaches tax planning and case analysis for the Kaplan/Bisys/BU Review for the CFP® Exam. Additionally, Reeve has edited and written curricula for Boston University’s Online Program for Financial Planning. He is also an instructor for Northeastern University’s graduate program, teaching accounting, finance, and investment courses.
He previously taught financial planning courses for Merrimack College and Northeastern University, and at financial service firms such as John Hancock, American Express, Fidelity Investments, Merrill Lynch, etc. Reeve has also taught financial planning to employees of Pepsi, Shaws Supermarkets, and Excelon.
In addition to being a CFP® professional and a CFA charter holder, Reeve has an MBA in finance. Bill is a member of the FPA and BSAS, as well as one of the founding members of the Boston Chapter of Beta Gamma Sigma. He is self-employed as an accountant and business consultant. From 1995 to 2005, he ran Sound Financial Planning, Inc., an investment advisory firm that specialized in portfolio management.
Kenneth Dean, CPA, CFP®, CFA, MST
Instructor
Ken is a Certified Public Account (CPA) with a Master of Science degree in taxation. In addition, Ken holds the Chartered Financial Analyst (CFA) designation and is a CERTIFIED FINANCIAL PLANNER™ practitioner. He has provided accounting and tax services to personal clients for 25 years, and has 10 years of experience as an international tax manager, dealing with large multinational companies such as Degussa, Toshiba and Colgate-Palmolive. Ken earned his Master of Science in Taxation in 1995, and a State and Local Tax certification in 1999 from Fairleigh Dickinson University. Over the past 10 years, he has taught all sections of the CFP® curriculum for various CFP programs.
In addition to being an instructor in Boston University’s classroom Financial Planning Program, Ken is the online financial tutor and editor. He is a current member of the AICPA, NJSCPA, the Boston Security Analyst Society, and the CFA Institute.
