Dr. Ulivi in the Media | Software Developed and Copyrighted | Honors & Awards | Publications

Dr. Ulivi in the Media

Dr. Ulivi is frequently quoted in the national and local print, television and Internet media because he is recognized as a spokesperson for the profession. It all started in 1980 when he published an article in The Financial Planner—the official journal of the International Association for Financial Planning-- that was considered “landmark research” by its editors.

Below is a representative sample of recent appearances. For more information, please Google him as Ricardo Ulivi and/or Rick Ulivi, and you will get many more references to him.

Software Developed and Copyrighted

1993: "Retire Well." Written in Lotus 1-2-3. Co-developed with Harold Dilbeck, Ph.D., CPA.

1989: "Financial Forecast in Case of Retirement, Disability or Death." Written in Lotus 1-2-3. Co-developed with Harold Dilbeck, Ph.D., CPA.

Honors and Awards

1987: Winner of the Meritorious Performance and Professional Promise Award, California State University, Dominguez Hills.

1986: Recipient of the Bureau of Business Research and Service Award, California State University, Dominguez Hills.

1985: Received grant jointly with Dr. John Hinds for a seminar development "How to Choose Common Stocks Using a Personal Computer" from the California State University, Long Beach.

1982: Awarded grant by The American College, Pennsylvania for research on financial planning and the consumer.

Expert Witness Experience

January-April 2007. Dr. Ulivi was appointed an expert witness in a marital dissolution case dividing a substantial estate. He was to provide a detailed report in answer to the following question: “what is a reasonable rate of return in terms of a percentage that a retired male could expect from investing close to $10,000,000”. He was to support his conclusion with information substantiating how he arrived at his blended investment return.

Publications

Refereed Journal Publications

“Asset Allocation and the Solo Practitioner,” The Journal of American Academy of Business, Cambridge, forthcoming in the September 2008 issue, co-authored with Mrs. Lidia Luminita Pop.

“Social Security Privatization: Has Its Time Arrived?” Journal of the Academy of Finance, Fall 2006, co-authored with Ms. Arleen Burnham.

“The Response of Various Real Estate Assets to Devaluation in Argentina,” The Journal of American Academy of Business, Cambridge, Vol. 7, Num. 1, September 2005, co-authored with architects Jose Rozados and German Gomez Picasso.

“Devaluation and Real Estate Values: The Argentine Case,” Real Estate Issues, Summer 2004, co-authored with architects Jose Rozados and German Gomez Picasso.

"Recruiting University Students: A Direct Marketing Approach," Midwest Journal of Marketing, Spring 1988. Co-authored with Dr. Hinds, Cal State Univ., Long Beach.

"Comprehensive Personal Financial Planning: A survey of Consumer Opinions," CLU Journal April, 1983, co-authored with Dr. Robert Cooper, Dean of the S.S. Heubner School, The American College.

"A Discriminant Analysis of Household Interest in Personal Financial Planning," Journal of the Institute of Certified Financial Planners, Summer 1983, co-authored with Dr. Robert Cooper, Dean of the S.S. Heubner School, The American College.

"Teaching Financial Planning to Business Students," Journal of Financial Education, Fall, 1982.

"A Rapid Method to Identify Prospective Clients of Personal Financial Planning," The Journal of the Institute of Certified Financial Planners, Fall, 1981.

"Professionals Considered Best Sources for Writing Financial Plans and Fee Schedules," Journal of the Institute of Certified Financial Planners, Fall, 1980.

"Impact of International Students on Northwest Arkansas," Arkansas Business and Economic Review, Spring, 1979, co-authored with Dr. Thomas Jones.

Non-Refereed Papers Published in Trade Associations Journals

“Prospecting in the Hispanic Market”, Boomer Market Advisor magazine, February 2007. This is a nationwide publication that goes out to 50,000 independent financial advisors that are preparing for the baby boomer retirement wave.

“How To Organize A Client’s Portfolio”, Journal of the National Association of Personal Financial Advisors, November 2003.

“How to Calculate What Your Client Really Makes”, Journal of the National Association of Personal Financial Advisors, November 2002.

“Financial Check-Up Ratios”, Journal of the National Association of Personal Financial Advisors, January 2002.

“Outcome Assessments”, Journal of the National Association of Personal Financial Advisors, September 2001.

“Three Steps to Building a Successful Practice” Journal of the National Association of Personal Financial Advisors, September 2000.

"Gold: Is Timing Right?" South Bay Business Report, published by the Bureau of Business Research and Services, School of Management, Cal State Dominguez Hills, Spring 1988.

"The Art of Picking Products and Commissions," accepted for publication by Life Insurance Selling, April 3, l987.

"The Financial Plan: A Trojan Horse?" Life Insurance Selling, Vol. 61. 9, September 1986.

"Psychographic and Demographic Profile of Consumers Interested in Obtaining a Personal Financial Plan," The Financial Planner, March, 1982.

"How Consumers View Their Financial Planning Needs," The Financial Planner, March, 1981.

"Personal Financial Attitudes and Behavior Related to Interest in Financial Planning," The Financial Planner, November, 1980, Vol. 9, No. 11.

"A Consumer Research Study: Personal Financial Attitudes and Behavior Related to Interest in Financial Planning," The Financial Planner, November, 1980.

Papers Presented at Academic and Professional Meetings

“Social Security Privatization Isn’t So Bad” presentation at the International Academy of Business and Economics (IABE) October 17, 2006 Annual Conference in Las Vegas. Co-authored with Arleen Burham.

“Social Security Reform” 2006 Proceedings of the Academy of Finance, 2006 Annual Meeting, March 15-17, 2006, Chicago, Illinois. Co-authored with Arleen Burham and Mohamed El-Badawi

“How to Diagnose Your Personal Finances”, presented at the American Society of Business and Behavioral Sciences, ASBBS 11th. Annual Conference, Las Vegas, February 2004.

“How to Improve Finance Student’s Learning”, presented at the Symposium on Collegiate School of Business Teaching, sponsored by the College of Business Administration at Cal State Long Beach in April, 2003.

“Using Cooperative Learning in Finance”, presented at the Symposium on Collegiate School of Business Teaching, sponsored by the College of Business Administration at Cal State Long Beach in March, 2002.

“How to Optimize Your Wealth”, presented at the Symposium on Collegiate School of Business Teaching, sponsored by the College of Business Administration at Cal State Long Beach in March, 2001.

“The Online Investor.” Paper presented at the Symposium on Collegiate School of Business Teaching, sponsored by the College of Business Administration at Cal State Long Beach on March 10, 2000.

"The Financial Plan: Is it Necessary?" Paper presented at the Symposium hosted by the International Association for Financial Planning during its annual convention. Anaheim, Ca., October 2, 1985. The paper was accepted after a review process in which only 13 of 34 submissions were accepted.

"A Discriminant Analysis of Household Interest in Personal Financial Planning," paper delivered at the 50th anniversary meeting of the American Risk and Insurance Association. Co-authored with Dr. R. Cooper, August, 1983.

"The Economic Impact of International Students on Northwest Arkansas, 1977," Midsouth Journal of Economics, Vol. 2, No. 1, 1978.

"Will Your Money Support Your Lifestyle Through Retirement?" Proceedings of the Midwest Finance Association 1991 Annual Conference. Co-authored with Drs. Harold Dilbeck and John Hinds, both from California State University, Long Beach.

"An Interactive Simulation Approach to Achieving Personal Financial Goals," Proceedings of the Western Region Home Management-Family Economics Educators 1988 Annual Conference. Co-authored with Drs. Harold Dilbeck and John Hinds, both from California State University, Long Beach.

"Why Financial Planning is Not Taught in AACSB Accredited Institutions," a paper presented at the ninth annual Conference on Financial Education, CSU Fullerton, March, 1982.

"Development of a Curriculum in Financial Planning," a paper presented at the Second Annual IAFP Educational Symposium, San Francisco, 1981.

"What Consumers Like to Find in Personal Financial Plans," Proceedings Southwestern Finance Association, March, 1981.

"A Discriminant Analysis of Economic, Demographic, Psychographic and Attitudinal Characteristics of Prospective Clients of Personal Financial Planning," presented at the Western American Institute for Decision Sciences meeting in Hawaii, March 30, 1981.

"The Impact of Negotiated Commissions on the NYSE Brokerage Industry," Midsouth Journal of Economics, Vol. 3, No. 2, 1979.

"Principles of Economics: Essay vs. Multiple Choice Exams, Is there a Difference in Scores?" Midsouth Journal of Economics, Vol. 3, No. 2, 1979.

"Economics Chaos: Argentina's Experience," Midsouth Journal of Economics, Vol. 3, 1979.