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®
Morgan Stanley Wealth Management
(626) 405-9308
Email
Bio
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

(323) 866-0833
Email
Bio
Warren Friedland
Director of Corp Relations/Sponsors
Warren Friedland
Kinecta Financial and Insurance Services
(424) 367-9684
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 at HighTower
(310) 246-0585
Email
Bio
Mark Cecchini
Director of NexGen
Mark Cecchini, CFP®
Aspiriant, LLC
(610) 329-2657
Email
Bio
Charles Wenker
Administrator
Charles Wenker, IOM
FPA of Los Angeles
(818) 558-3908
Email
Bio

2019 Committee Members

Membership

Alan Altschul, CFP®
Open Mortgage
(818) 522-6081
Email

NexGen

David Tassone
Kaye Capital Management
(310) 207-5293
Email

Pro Bono

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

Patrick Dinan, CFP®
Impact Fiduciary LLC
(858) 699-6577
Email


Upcoming Events:

25
Apr
 
FPALA Meeting - College Admissions & Behavioral Finance
Thursday | April 25, 2019 12:45 PM
27
Apr
 
ProBono: Financial Counseling Sessions with the public (Los Angeles Public Library Financial Literacy Day)
Saturday | April 27, 2019 10:00 A.M.
18
May
 
FPALA Mixer - Wine Tasting in Malibu
Saturday | May 18, 2019 12:45 P.M.
28
May
 
Growth Investing by Value Managers
Tuesday | May 28, 2019 11:00 P.M.
20
Jun
 
FPALA: Fiduciary Extended Care Planning
Thursday | June 20, 2019 2:15 P.M.
24
Jul
 
FPALA Mixer K-Town Karaoke Night (Koreatown)
Wednesday | July 24, 2019 12:45 P.M.
22
Aug
 
Bi-Monthly meeting
Thursday | August 22, 2019 12:45 P.M.
19
Sep
 
FPALA End of Summer cookout/ Cornhole Tournament and Mixer @Brennan’s (West side)
Thursday | September 19, 2019 12:45 P.M.
05
Oct
 
ProBono: Financial Planning Day
Saturday | October 05, 2019 10:30 A.M.
View Calendar >>
 

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