The Personal Financial Planning Track in Finance is a complete undergraduate education in personal finance culminating in a BBA in Finance and a certificate in Personal Financial Planning offered by the C. T. Bauer College of Business. This track provides students with structured options leading to careers in the financial services industry, both on the sales and service side, as well as financial analysis.

Students who complete the track will have met the CFP Board of Standards Education Requirement for CFP® Certification.

Seeking Full-Time

Cem Baber

Graduation Date: December 2021
Activity: Director of External Relations for the Bauer Honors Student Advisory Board
Experience: Financial Representative Intern at Northwestern Mutual
Location Preference: Greater Houston
Contact: cembaber@gmail.com or (832) 776-4082

Cody Steverson

Graduation Date: May 2021
Activity: Student Sales Professional at the Stephen Stagner Sales Excellence Institute
Experience: Investment Center Intern at Fidelity Investments
Location Preference: Greater Houston
Contact: cody.steverson96@gmail.com or (281) 836-1095

Eric Soto Fernandez

Graduation Date: May 2021
Activity: Member of Collegiate Entrepreneurs’ Organization
Experience: Wealth Management Intern at Willis Johnson & Associates
Location Preference: Greater Houston
Contact: eric.soto1117@gmail.com or (832) 903-8632

Krislyn Kayworth

Graduation Date: May 2021
Activity: Member of the Finance Association
Experience: Financial Advisor Intern at MassMutual Greater Houston
Location Preference: Greater Houston
Contact: krislyngiggles@gmail.com or (808) 223-9708

Marium Murphy

Graduation Date: December 2020
Activity: Ted Bauer Leadership Certificate Program
Experience: Associate Financial Representative at Northwestern Mutual
Location Preference: Greater Houston
Contact: mariummurphy@gmail.com or (281) 220-7175

Seeking Internship

Campbell Robinson

Graduation Date: May 2022
Activity: Member of the University of Houston Collegiate 100 Chapter
Experience: Peer Assistant at the University of Houston Office of the Provost, Exploratory Studies
Location Preference: Greater Houston
Contact: campbell.robinson17@gmail.com or (337) 936-0466

Colin Douville

Graduation Date: December 2021
Activity: Student Leader at the Wolff Center for Entrepreneurship
Experience: Life Insurance Sales Associate & Marketing Director at World Financial Group
Location Preference: Texas
Contact: colindouville@gmail.com or (240) 375-4696

Juan Sebastian Casas

Graduation Date: May 2022
Activity: Ted Bauer Undergraduate Business Scholar
Experience: Insurance Agent and Office Manager at NG Tax & Insurance Services, LLC
Location Preference: Greater Houston
Contact:  sebastianc_rm@yahoo.com or (713) 820-0524

Trent Boyance

Graduation Date: May 2021
Activity: Chaplain of the Pi Kappa Phi Fraternity
Experience: H-E-B Curbside Specialist
Location Preference: Greater Houston
Contact:  taboyance@uh.edu or (281) 796-3187