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Stephen A. Schullo, Ph.D (Green Shirt). (UCLA '96) taught in the Los Angeles Unified School District (LAUSD) for 24 years and UCLA Extension teaching educational technology to student teachers. Steve wrote investment articles for the 50,000 member Los Angeles teacher's union, United Teachers Los Angeles (UTLA), newspaper for 13 years. Thrice featured retirement plan advocate in the Los Angeles Times and U.S. News and World Report. He co-founded an investor/retirement planning self-help group (403bAware with colleague educator, Sandy Keaton) for teacher colleagues and wrote over 5,000 posts in three investment forums since 1997. Frequently quoted by the media, testified at California State legislative hearings and honored with the “Unsung Hero” award by UTLA for his retirement planning advocacy.
He currently serves on LAUSD’s Investment Advisory Committee as a “Member-at-Large” and former co-chair. The committee monitors the 457b/403b/PARS of 55,000 former and current LAUSD employees, worth $2 billion in total assets. He runs a financial blog that primarily addresses our need to control investment costs and getting teachers out of those expensive and inappropriate tax sheltered annuities and into index mutual funds with broad stock and bond diversification and low cost. He also helps people find financial advisers which provide genuine fiduciary responsibility to look after the client's best interests in writing.
Dan Robertson, Ph.D. (UCLA,'78), Director of the Employment and Training Center for Persons with Disabilities at California State University, Los Angeles, taught Sp. Ed for twenty-eight years: elementary and graduate students. He managed job training programs by writing $3.5M worth of grants, created budgets and maintained financial oversight. With Steve, he was featured in the Los Angeles Times Money Makeover feature in 1996. Dan has twenty-five years of reflection, study and investing experience. Implemented a low-cost 403b plan at a GLBT recovery center. Dan also writes for the blog. Dan and Steve are married and have been together for 39 years.