Ives Machiz
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Mail code: 3906Campus: Tempe
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Ives Machiz, PhD, CFP®, earned his doctorate in Personal Financial Planning from Kansas State University. He is currently a Clinical Assistant Professor in the personal Financial Planning program at Arizona State University. While earning his degree, Ives was also an Instructor teaching numerous Personal Financial Planning courses at Kansas State University and the University of Kentucky. Ives practiced as a fee-only financial planner for 22 years. He taught high school Mathematics, including AP Statistics and Personal Finance, for 8 years. Ives earned his Master of Business Administration from Arizona State University in 1989. He earned Bachelor of Science degrees in Accounting and in Computer Science from Arizona State University in 1986. Ives is a member of the National Association of Personal Financial Advisors (NAPFA), the Financial Planning Association (FPA), the Association of Financial Planning and Counseling Education (AFCPE), and the American Council on Consumer Interests (ACCI). Ives’ research agenda focuses on the relationship between financial education and financial health.
Ives is a Certified Financial Planner (CFP) professional.
Ives holds an Arizona 6-12 Teaching Certificate, HQ in Mathematics and Business.
PhD - Personal Financial Planning - 2023 - Kansas State University
MBA - Finance - 1989 - Arizona State University
BS - Accounting - 1986 - Arizona State University
BS - Computer Science - 1986 - Arizona State University
Rollins-Koons, A., Machiz, I., McCoy, M., Wu, J., & White, K. (2026). Examining Anxiety as an Additional Antecedent to Trust and Commitment in Financial Planning. Financial Planning Research Journal, 13(1).
McCoy, M., Machiz, I., Johnson, P., White, K., Watkins, K., & Bennets, C. (2025). Resilient personality or financial resilience framework for coping with physical and mental health during COVID-19 pandemic. Financial Services Review, 33(1), 67-85.
McCoy, M., Machiz, I., Harris, J., Lynn, C., Lawson, D., & Rollins-Koons, A. (2022). The Science of Building Trust and Commitment in Financial Planning: Using Structural Equation Modeling to Examine Antecedents to Trust and Commitment. Journal of Financial Planning, 35(12).
White, K. J., Ouyang, C., Machiz, I., McCoy, M., & Qi, J. (2022). An Application of Financial Resilience to Retirement Planning by Racial/Ethnic Status. The Journal of Retirement, 9(4), 31-45.
Sensenig, D. J., Walsh, B., Machiz, I., Stanley, N., Russell, M., McCoy, M., & CET, P. (2020). Utilizing what we know about tele-mental health in tele-financial planning: a systematic literature review. Journal of Financial Planning, 33(9), 48-58.
Watkins, K., Machiz, I., McCoy, M., Russell, M., Johnson, P., & White, K. (2022). Using the Financial Resilience Framework and Resilient Personality Theory to Examine Coping with Financial Uncertainty during COVID-19. [Manuscript submitted for publication]
Harris, J., Joseph, M., Machiz, I., & McCoy, M. (2021). Exploring how developmental theories could shape the integration of financial education into K-3rd grade curriculum. In T. Lucey & J. Xiao (Eds.) Financialization, Financial Literacy, and Social Education. London, UK: Routledge.
Courses
2027 Spring
| Course Number | Course Title |
|---|---|
| FIN 460 | Personal Fin Cases & Modeling |
| FIN 380 | Personal Financial Management |
| FIN 386 | Estate Planning Strategies |
2026 Fall
| Course Number | Course Title |
|---|---|
| FIN 380 | Personal Financial Management |
| FIN 386 | Estate Planning Strategies |
| FIN 460 | Personal Fin Cases & Modeling |
2026 Spring
| Course Number | Course Title |
|---|---|
| FIN 460 | Personal Fin Cases & Modeling |
| FIN 380 | Personal Financial Management |
| FIN 386 | Estate Planning Strategies |
| FIN 386 | Estate Planning Strategies |
| FIN 594 | Conference and Workshop |
2025 Fall
| Course Number | Course Title |
|---|---|
| FIN 380 | Personal Financial Management |
| FIN 386 | Estate Planning Strategies |
| FIN 460 | Personal Fin Cases & Modeling |
| FIN 386 | Estate Planning Strategies |
2025 Summer
| Course Number | Course Title |
|---|---|
| FIN 594 | Conference and Workshop |
| FIN 594 | Conference and Workshop |
| FIN 594 | Conference and Workshop |
| FIN 594 | Conference and Workshop |
2025 Spring
| Course Number | Course Title |
|---|---|
| FIN 460 | Personal Fin Cases & Modeling |
| FIN 460 | Personal Fin Cases & Modeling |
| FIN 460 | Personal Fin Cases & Modeling |
2024 Fall
| Course Number | Course Title |
|---|---|
| FIN 420 | Personal Portfolio Management |
| FIN 460 | Personal Fin Cases & Modeling |
| FIN 594 | Conference and Workshop |
| FIN 420 | Personal Portfolio Management |
2024 Summer
| Course Number | Course Title |
|---|---|
| FIN 594 | Conference and Workshop |
| FIN 594 | Conference and Workshop |
| FIN 594 | Conference and Workshop |
| FIN 594 | Conference and Workshop |
2024 Spring
| Course Number | Course Title |
|---|---|
| FIN 420 | Personal Portfolio Management |
| FIN 385 | Personal Insurance Planning |
| FIN 594 | Conference and Workshop |
| FIN 594 | Conference and Workshop |
| FIN 594 | Conference and Workshop |
| FIN 594 | Conference and Workshop |
2023 Fall
| Course Number | Course Title |
|---|---|
| FIN 385 | Personal Insurance Planning |
| FIN 420 | Personal Portfolio Management |
| FIN 594 | Conference and Workshop |
| FIN 594 | Conference and Workshop |
| FIN 594 | Conference and Workshop |
| FIN 594 | Conference and Workshop |
Machiz, I., McCoy, M., Wu, J., Rollins-Koons, A., & White, K. (2023, September). Examining Anxiety as an Additional Antecedent to Trust and Commitment in Financial Planning Using Structural Equation Modeling. Academy of Financial Services, Phoenix, AZ
Machiz, I., Antonoudi, E., McCoy, M., White, K., & Russell, M. (2023, September). Literacy and retirement planning’s impact on overall well-being. Academy of Financial Services, Phoenix, AZ
McCoy, M., Machiz, I., Johnson, P., White, K., Watkins, K., & Bennets, C. (2023, September). Resilient personality or financial resilience framework for coping with physical and mental health during COVID-19 pandemic. Academy of Financial Services, Phoenix, AZ
[1] Machiz, I., Russell M., Johnson, P., Watkins, K., Chen, Z. White, K., McCoy, M. (2023, July). Resilient Personality or financial resilience framework for coping with difficulties meeting expenses and life satisfaction. International Academy of Financial Consumers, Tokyo, Japan
Machiz, I., Antonoudi, E., Russell, M., McCoy, M., & White, K. (2023, June). Literacy and retirement planning’s impact on overall well-being. Financial Management Association, Aalborg, Denmark.
Watkins, K., Machiz, I., McCoy, M., Russell, M., Johnson, P., Chen, Z., & White, K. (2023, May). Impact of a Resilient Personality and Financial Resilience Framework on Well-Being During the Covid-19 Pandemic. American Council on Consumer Interests, Las Vegas, NV.
Machiz, I. (2022, November). The Effects of Financial Education on Downstream Financial Health. Kansas State University, PFP 900 Seminar, Virtual Seminar.
Machiz, I. (2022, May). Financial education and differences in financial intentions. Financial Planning Association, Orange County Chapter, Irvine, CA.
Machiz, I. (2021, October). The Effects of Financial Education on Financial Wellness. Kansas State University, PFP 900 Seminar, Virtual Seminar.
Harris, J., McCoy, M., Machiz, I., & Joseph, M. (2020, December). Financial literacy, financialization, and social education, traditional perspectives and topics – a book talk conversation. College & University Faculty Assembly of the National Council for the Social Studies 2020 Annual Conference, Virtual Conference.
Machiz, I., Harris, J., Joseph, M., & McCoy, M. (2020, November). Bridging the gap for financial educators: a systematic literature review of best practice for early elementary financial education. 2020 AFCPE Research and Training Symposium, Virtual Conference.
Walsh, B., Sensenig, D., Machiz, I., Russell, M., Stanley, N., & McCoy, M. (2020, October). Utilizing what we know about tele-mental health in tele-financial planning: a systemic literature review. Financial Planning Association Annual Conference, Virtual Conference.
[1] Best student paper award for the International Academy of Financial Consumers (IAFICO)
Academy of Financial Services (AFS)
American Council on Consumer Interests (ACCI)
Association of Financial Planning and Counseling Education (AFCPE)
Financial Planning Association (FPA)
National Association of Personal Financial Advisors (NAPFA)
Mentor / thesis director for Barrett Honors College
Clinical Assistant Professor
FIN 294 (Fundamentals of Personal Finance), FIN380 (Personal Financial Management), FIN385 (Personal Insurance Planning), FIN420 (Personal Portfolio Management), FIN 460 (Personal Finance Cases and Modeling), FIN 594 (Investment Management for Educators), FIN 594 (Psychology and Technology in Personal Finance for Educators), FIN 594 (Risk Management for Educators)
Arizona State University
2023 – present
Financial Planning Instructor and Adjunct Professor
PFP101 (Money 101), PFP105 (Introduction to Personal Financial Planning), PFP305 (Advanced Personal Financial Planning), PFP624 (Fundamentals of Family Financial Planning), PFP805 (Statistical Software in Personal Financial Planning)
Kansas State University
2021 – present
Financial Planning Instructor
FAM251/CEF251 (Personal and Family Finance)
University of Kentucky
2022 – 2023
Mathematics Teacher
AP Statistics, Personal Finance, Trigonometry/Pre-Calculus, Algebra II, Algebra I
Arcadia High School
2009 – 2018
Financial Planner and Principal
Ives Asset Management, Inc.
1987 – 2009
National Education Opportunity Network (2025 to present) - support for FIN 294 in Title I high schools
FPA Arizona (2025 to present) – Financial literacy outreach program
Financial Planning Association
Board Member
9/2026 - Present
Financial Planner and Principal
Ives Asset Management, Inc.
1987 – 2009