Sarah D. Asebedo, Ph.D., CFP®

About

Biography
Sarah Asebedo, Ph.D., CFP^®, is an experienced researcher, teacher, and practitioner in financial planning. Her goal is to connect research and practice through evidence-based methods that advance the financial planning profession and equip advisors to excel in client relationships. She is currently spearheading research focused on the psychology of financial self-efficacy and implications for financial behavior, financial satisfaction and well-being, and theory of the financial planner/client interaction. Her work has been published in the Journal of Consumer Affairs, Journal of Financial Planning, Journal of Behavioral Finance, Journal of Financial Therapy, Journal of Financial Counseling and Planning, and Financial Planning Review. Asebedo's work has been recognized with the 2016 Montgomery-Warschauer Award (FPA/JFP), 2014 & 2017 Best Applied Research Award (FPA/JFP), 2017 Top 40 Under 40 Award (Investment News), 2017 AARP Public Policy Institute Financial Services and the Older Consumer Award (ACCI), and 2017 Robert O. Hermann Outstanding Dissertation Award (ACCI). Sarah is the current President of the Financial Therapy Association. She earned her Ph.D. in Personal Financial Planning from Kansas State University.

Research Interests

Topics: Psychology of financial self-efficacy and implications for financial behavior; Financial satisfaction and well-being; theory of the financial planner/client interaction.

Methods: Structural equation modeling/confirmatory factor analysis, linear and non-linear models.

Classes Taught

Retirement Planning (PFP 5394); Client Communication and Counseling (PFP 5377); Financial Planning Technology (PFP 4380/5380)

Recent Publications

Asebedo, S. D. (Accepted, in press, 11.16.18). Financial planning client interaction theory (FPCIT). Journal of Personal Finance.

Lutter-Britt, S., Asebedo, S. D. (Accepted, in press, 8.24.18).Managing challenging conversations with clients. In D. Durband, R. Law, & A. Mazzolini (Eds.), Integrated Evidence Based Financial Counseling. Springer.

Archuleta, K., Asebedo, S. D., Palmer, L. (Accepted, in press, 8.24.18). Contemporary theories and frameworks for use in financial counseling. In D. Durband, R. Law, & A. Mazzolini (Eds.), Integrated Evidence Based Financial Counseling. Springer.

Asebedo, S. D., Seay, M. C., Archuleta, K. L., & Brase, G. (Accepted, in press 10.22.17). The psychological predictors of older pre-retirees' financial self-efficacy. Journal of Behavioral Finance.

Asebedo, S. D., & Seay, M. C. (Accepted, in press 10.4.17). Financial self-efficacy and the saving behavior of older pre-retirees. Journal of Financial Counseling and Planning.

Recipient of the 2017 FPA/JFP Best Applied Research Award.

Asebedo, S. D., Wilmarth, M., Seay, M. C., Archuleta, K. L., Brase, G., & MacDonald, M. (Accepted, in press 5.19.18). Personality and saving behavior among older adults. Journal of Consumer Affairs.

Asebedo, S. D., & Purdon, E. (2018). Planning for conflict in client relationships. Journal of Financial Planning, 31(10), 48-56.

Recipient of the 2018 FPA/JFP Best Research Award.

Asebedo, S. D., &Payne, P. (2018). Market volatility and financial satisfaction: The role of financial self-efficacy. Journal of Behavioral Finance, 19(1), 1-11.

Asebedo, S. D. Personality and financial behavior. (2018). In C. Chaffin (Ed.), CFP Board, Client Psychology. Hoboken, NJ: John Wiley & Sons.

Asebedo, S. D., & Wilmarth, M. (2017). Does how we feel about financial strain matter for mental health? Journal of Financial Therapy, 8(1), 62-80.

Asebedo, S. D. (2016). Building financial peace: A conflict resolution framework for money arguments. Journal of Financial Therapy, 7(2), 1-15.

Asebedo, S. D., & Seay, M. C. (2015). From functioning to flourishing: Applying positive psychology to financial planning. Journal of Financial Planning, 28(11), 50-58. Recipient of the 2016 Montgomery-Warschauer Award.