Mike is President/CEO of CFS (Center for Financial Studies). Mike began his career in the credit union industry as Director of Education for the California Credit Union League. He has been an instructor in Credit Union Management at UCLA Extension and a speaker at credit union conferences.
Michael has been a Certified Financial Planner (CFP) and held a Series 7 FINRA license as well as California Insurance licenses in both Life/Health and Property/Casualty.
VP Project Management
Mark earned a M.S. degree in Mathematics from the Claremont Graduate University. Mark has 15 years of experience in the defense industry, designing relational database systems and performing computer simluations of product test lines.
Since joining CFS as an analyst programmer, Mark has designed database integration with leading companies in the credit union industry.
Serving the Credit Union Industry Since 1976
VP Research and Development
Frank earned a M.S. degree in Mathematics, with a concentration in statistics, from Claremont Graduate University. Frank has been a teacher at Cal Poly Pomona for 26 years, teaching a range of courses from Algebra to Calculus and various levels of Statistics.
Frank has developed over 30 customs scoring models for leading credit unions and heads a team of programmers to validate statistical models.
We strive to help business owners develop a solid foundation and business strategy so they can be successful. We will work to improve sales, productivity, organization, company culture, and employee relations.
“CFS delivered everything they promised. Our loans have grown and we have reduced delinquency."
Dr. Mortagy is an Associate Professor at the College of Business and Public Management, University of La Verne, CA, USA. He teaches in two areas: Information technology and Quantitative Sciences. Currently he is the co-chair of the electronic commerce group at the college.
Dr. Yehia is a consultant to CFS for special projects.
Center for Financial Studies
PO Box 518
Claremont, CA 91711
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