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Board of Directors
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Board Members serve for a term of one year, and are re-elected annually by members of the Financial Planning Association, Los Angeles Chapter. Board
members are not compensated for their work and donate both their time and resources for the benefit of consumers, FPALA members locally, and for the
benefit of the Profession of Financial Planning. CFP®, Certified Financial Planner and the CFP® logo are federally registered service marks of the
Certified Financial Planner Board of Standards, Inc.
Chairperson
Mark Rothstein
Tri Star Financial & Income Tax Service
Suite 270 909 N Sepulveda Blvd
El Segundo, CA 90245
Tel.(310) 414-1500
mrothstein@tristaretg.com | 
President
Eric Bruck
Silver Oak Wealth Advisors, LLC
Suite 1300 12121 Wilshire Blvd
Los Angeles, CA 90025
Tel.(310) 207-4800
ebruck@silveroakwa.com | 
President-Elect
Don Hance
Glenmore Financial, Inc.
Ste A-450 17383 Sunset Blvd
Pacific Palisades, CA 90272-4181
Tel.(310) 230-2318
don@glenmorefinancial.com | 
Secretary/Treasurer
Becky Rhodes
Platinum Capital
3500 Sepulveda Blvd
Manhattan Beach, CA 90266
Tel.(310) 303-3446
becky.rhodes@platinumcapital.com | 
Executive VP- Programs
Glenn Yasukochi
Greenwich Financial & Insurance
1200 E Route 66 Ste 206
Glendora, CA 91740-6360
Tel.(626) 335-9881
gfis.glenn@speakeasy.net | 
VP- Regulatory Affairs & CFP-Liason
Marcus Ranger
Ameriprise Financial
Ste 900E 11835 W Olympic Blvd
Los Angeles, CA 90064
Tel.(310) 954-2552
d.m.ranger@ampf.com | 
Director of Membership
Lara Lamb
Lamb Financial Planning LLC
16133 Ventura Blvd. 7th Floor
Encino, CA 91436
Tel.(818) 942-7100
lara@lambfinancialplanning.com | 
Director
Marv Kaye
Kaye Capital Management
Suite 385 East 11835 West Olympic Blvd.
Los Angeles, CA 90064
Tel.(310) 207-5293
marv@kayecapital.com | 
Director
Lisa Tepper
Wells Fargo Family Wealth Group
Suite 2000 333 S. Grand Avenue
Los Angeles, CA 90071
Tel.(213) 253-3345
Lisa.J.Tepper@wellsfargo.com | 
Administrator
Janine Nichols
FPA of Los Angeles
Suite C 210 North Glenoaks Blvd
Burbank, CA 91502
Tel.(818) 558-3908
jnichols@emaoffice.com | 
Director at Large
Richard Burnes
UCLA Extension
Suite 515 10995 Le Conte Ave
Los Angeles, CA 90024
Tel.(310) 206-7248
rburnes@uclaextension.edu | 
Director at Large
Gregory Fong
Planned Wealth Consultants
3655 Torrance Blvd 250
Torrance, CA 90503-4832
Tel.(310) 792-0801
gregpf@earthlink.net | 
Director at Large
Phillip Cook
Mogul Wealth Management, Inc.
22937 Arlington Ave 1ST Fl
Torrance, CA 90501-5462
Tel.(310) 325-9002
phil@cookandassoc.com | | |
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Committee Members
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Committee Member
David Zuckerman
Zuckerman Capital Management
2029 Century Park E Ste 1400
Los Angeles, CA 90067-2915
Tel.(310) 867-2778
dzuckerman@zuckermancapital.com | 
Committee Member
Melanie Jocson
Virtual Partners Group, Inc.
Suite 619 8335 Winnetka Ave
Winnetka, CA 91306
Tel.(818) 718-4667
melanie@virtualpartnersgroup.com | 
Committee Member
Jonathan Carr
Summit Portfolio Management
1801 Century Park East, Suite 475
Los Angeles, CA 90067
Tel.(310) 592-0140
jonathan@summitportfolio.com | 
Committee Member
Eric Toya
Trovena, LLC
417 Beryl Street
Redondo Beach, CA 90277
Tel.(310) 697-0400
eric.toya@trovena.com | 
Committee Member
Amanda Asherson
Polycomp Administrative Services
Suite 250 6400 Canoga Ave
Woodland Hills, CA 91367
Tel.(818) 716-0111
aasherson@polycomp.net | 
Committee Member
Jeffrey Goodrich
Union Bank of CA
51 Coolwater Rd
West Hills, CA 91307
Tel.(805) 557-7407
jeffrey.goodrich@uboc.com |
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News & Events
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