About Us / FPALA Board

2017 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.

David Zuckerman
Chairperson
David Zuckerman, CFP®
Zuckerman Capital Management, LLC
(310) 867-2778
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Bio
Julia Wiss
President
Julia Wiss, CRPC


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John Agnew
President-Elect
John Agnew, CDFA®, CRPC®
Morgan Stanley
(626) 405-9308
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Bio
Alexis Cole
Secretary
Alexis Cole, CFP®
California Capital Management
(818) 766-0660
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Bio
Don Hance
Treasurer
Don Hance, MBA, EA, CFP®
Glenmore Financial, Inc.
(310) 230-2318
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Bio
Warren Friedland
Director of Membership
Warren Friedland
Kinecta Financial and Insurance Services
(424) 367-9684
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Bio
Diane Manuel
Director of Membership Co-Chair
Diane Manuel, CFP®
Urban Wealth Management
(424) 277-2260
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Bio
Rene Nourse
Director of Programs
Rene Nourse, CFP®
URBAN Wealth Management, LLC
(424) 277-2260
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Bio
Augustine (Gus) Choi
Director of Communications
Augustine (Gus) Choi
Ameriprise Financial
(310) 694-0076
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Bio
PJ Brownrigg
Director of Corp Relations/Sponsors
PJ Brownrigg
Kinecta Financial & Insurance Services
(424) 390-3520
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Bio
Amy Born
Director of Public Relations
Amy Born, CFP®, CFA, CIMA
Acacia Wealth Advisors - HighTower
(310) 246-0520
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Bio
Joe Rosol
Director of Pro-Bono
Joe Rosol, CFP®
Acacia Wealth Advisors - HighTower
(310) 246-0585
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Bio
Don Hance, Jr.
Director of NexGen
Don Hance, Jr., CFP®, EA
Navigoe LLC
(310) 880-2613
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Bio
Charles Wenker
Administrator
Charles Wenker, IOM
FPA of Los Angeles
(818) 558-3908
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Bio

2017 Committee Members


Upcoming Events:

11
Sep
 
FPA SGV Free College Seminar
Monday | September 11, 2017 6:15 P.M.
13
Sep
 
FPALA New Members And Board Opportunities Breakfast
Wednesday | September 13, 2017 9:00 A.M.
16
Sep
 
3rd Annual NexGen SoCal Summit
Saturday | September 16, 2017 10:00 A.M.
26
Sep
 
FPA Orange County - Allied Professionals Summit
Tuesday | September 26, 2017 10:00 A.M.
11
Oct
 
FPALA New Members And Board Opportunities Happy Hour
Wednesday | October 11, 2017 6:30 P.M.
24
Oct
 
Bridging the Gap: Navigating Multi-Generational Financial Planning
Tuesday | October 24, 2017 8:00 A.M.
28
Oct
 
LA Financial Planning Day
Saturday | October 28, 2017 10:30 A.M.
View Calendar >>
 

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PO Box 11376
Burbank, CA 9110

(818) 558-3908
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