Brian J. Kallback  CFP® CLU® QPA CTFA (’02 MA ’04)

Assistant Professor of Finance


BA, Loras College, 2002
MA, Loras College, 2004

Brian Kallback (’02 MA ’04) is a Certified Financial Planner™ practitioner and an assistant professor of finance at Loras College where he serves as the program director for Loras’ CFP® board registered minor in financial planning & wealth management. He teaches the program coursework, as well as personal finance, managerial finance, and general education courses within the Francis J. Noonan School of Business.

Brian also serves as the faculty sponsor for Loras’ FPA student chapter. He has spoken at CFP® registered programs conferences, the IPI Catholic Values’ Investing Conference, Financial Planning Association, NAIFA, and many local organizations. Brian has been a first-round judge for the FPA/CFP®/Ameriprise Financial Planning Challenge, acts as a mentor within the CFP® Board’s Mentoring Program, and participates in the CFP® board’s item writing workshops. He is on the editorial advisory board for the Journal of Financial Planning. Brian serves as an instructor and a member of the project team to Dalton Education and has been published in the Journal of Financial Planning, Plan Consultant, bizTimes, 401(k), and Prior to his time in academia, he worked in personal wealth management and qualified plan recordkeeping. Brian runs Vine & Fig Tree Wealth Planning which focuses on employee education, paraplanning, and organizational financial planning consulting – all without conflict or bias.