About Us / FPALA Board

2019 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.

Julia Wiss
Chairperson
Julia Wiss, CRPC
Lumen Wealth Group
(323) 919-0021
Email
Bio
John Agnew
President
John Agnew, CFP®, CDFA®, CRPC®
Email
Don Hance, Jr.
President-Elect
Don Hance, Jr., CFP®, EA
LifeSighted
(424) 291-2480
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
Seta Keshishian
Director of Programs
Seta Keshishian
JSF Financial
(323) 866-0833
Email
Bio
Warren Friedland
Director of Corp Relations/Sponsors
Warren Friedland


Email
Bio
Michael Shotton
Director of Corp Relations/Sponsors Co-Chair
Michael Shotton, CFP®
Cantor Fitzgerald Capital
(650) 387-9079
Email
Bio
Joe Rosol
Director of Pro-Bono
Joe Rosol, CFP®
Acacia Wealth Advisors
(310) 246-0585
Email
Bio
Mark Cecchini
Director of NexGen
Mark Cecchini, CFP®
Facet Wealth
(610) 329-2657
Email
Bio
David Tassone
Director of NexGen Co-Chair
David Tassone
Kaye Capital Management
(310) 207-5293
Email
Bio
Charles Wenker
Administrator
Charles Wenker, IOM
FPA of Los Angeles
(818) 558-3908
Email
Bio

2019 Committee Members

Pro Bono

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

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


Upcoming Events:

20
Nov
 
FPA of Orange County November Quarterly Education Meeting
Wednesday | November 20, 2019 8:30 A.M.
12
Dec
 
Holiday Meeting & Silent Auction
Thursday | December 12, 2019 12:45 P.M.
24
Jan
 
2020 FPA Southwest Financial Planners Conference
Friday | January 24, 2020 12:45 P.M.
View Calendar >>
 

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PO Box 11376
Burbank, CA 91510

(818) 558-3908
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