About Us / FPALA Board

2020 Board of Directors


Board Members serve for a term of one year, and are elected annually by members of the current Board of Directors at the Annual Meeting of the Board. 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.

John Agnew
Chairperson
John Agnew, CFP®, CDFA®, CRPC®
Email
Don Hance, Jr.
President
Don Hance, Jr., CFP®, EA
LifeSighted
(424) 291-2480
Email
Bio
Warren Friedland
President-Elect
Warren Friedland
Morgan Stanley
(323) 715-0577
Email
Bio
Janice Cohen
Secretary/Treasurer
Janice Cohen
Retirement Funding Solutions
(732) 740-9573
Email
Bio
Tracy Cavanaugh
Director of Membership
Tracy Cavanaugh
The CS Mortgage Group
(310) 887-1342
Email
Bio
Michael Kozak
Director of Programs
Michael Kozak, CFP®
Bank of The West/CFP
(818) 728-3632
Email
Bio
Michael Shotton
Director of Corp Relations/Sponsors
Michael Shotton
Cantor Fitzgerald Capital
(650) 387-9079
Email
Bio
Jamie Rugg
Director of Pro-Bono
Jamie Rugg, CFP®
Charlesworth & Rugg, Inc.
(818) 340-0157
Email
Bio
David Tassone
Director of NexGen
David Tassone, CFP®
Kaye Capital Management
(310) 207-5293
Email
Bio
Charles Wenker
Administrator
Charles Wenker, IOM
FPA of Los Angeles
(818) 558-3908
Email
Bio

2020 Committee Members

Membership

Thom Taylor
Del Rey Capital Management
(310) 313-3401
Email

Richard Watson
R Watson Financial
(510) 301-6021
Email

NexGen

Jon Bacon, CFP®
Harris Financial Advisors
(310) 791-3226
Email

Laura Robayo, CFP®
Silver Oak Wealth Advisors
(310) 207-4800 x211
Email

Jamie Rugg, CFP®
Charlesworth & Rugg, Inc.
(818) 340-0157
Email

Katrina Soelter, CFP®
KCS Wealth Advisory, LLC
(310) 734-4740
Email

Marcelo Yepez Jr.
(713) 344-4364
Email

Pro Bono

Amy Born, CFP®, CFA, CIMA
Boston Private Wealth
(424) 653-5018
Email

Sponsorship

Dave Westerhout
Raymond James, Investment Advisors Division
(619) 459-4973
Email


Upcoming Events:

13
Aug
 
FPALA NexGen - Digital Client Communication
Thursday | August 13, 2020 1:00 P.M.
20
Aug
 
FPALA Education Event
Thursday | August 20, 2020 12:45 P.M.
10
Sep
 
FPALA New Members And Board Opportunities Networking Coffee Chat
Thursday | September 10, 2020 8:30 A.M.
24
Sep
 
FPALA NexGen Study Group via Zoom
Thursday | September 24, 2020 6:00 P.M.
17
Oct
 
ProBono: Financial Planning Day
Saturday | October 17, 2020 10:30 A.M.
22
Oct
 
FPALA Allied Mixer
Thursday | October 22, 2020 6:00 P.M.
24
Oct
 
FPALA NexGen Behavioral Finance via Zoom
Saturday | October 24, 2020 1:00 P.M.
10
Nov
 
FPALA NexGen Study Group
Tuesday | November 10, 2020 1:00 P.M.
19
Nov
 
FPALA Monthly meeting
Thursday | November 19, 2020 12:45 P.M.
View Calendar >>
 

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PO Box 11376
Burbank, CA 91510

(818) 558-3908
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