About Us / FPALA Board

2018 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
Email
Bio
Julia Wiss
President
Julia Wiss, CRPC
Lumen Wealth Group
(323) 919-0021
Email
Bio
John Agnew
President-Elect
John Agnew, CFP®, CDFA®, CRPC®
Morgan Stanley Wealth Management
(626) 405-9308
Email
Bio
Alexis Cole
Secretary
Alexis Cole, CFP®
California Capital Management
(818) 766-0660
Email
Bio
Rene
Treasurer
Rene' Nourse, CFP®
URBAN Wealth Management, LLC
(424) 277-2260
Email
Bio
Seta Keshishian
Director of Programs
Seta Keshishian
JSF Financial LLC
(323) 866-0833
Email
Bio
Warren Friedland
Director of Corp Relations/Sponsors
Warren Friedland
Kinecta Financial and Insurance Services
(424) 367-9684
Email
Bio
Joe Rosol
Director of Pro-Bono
Joe Rosol, CFP®
Acacia Wealth Advisors at HighTower
(310) 246-0585
Email
Bio
Nicholas Strunc
Director of Advocacy
Nicholas Strunc
Aequitas Wealth Management
(310) 956-3804
Email
Bio
Don Hance, Jr.
Director of NexGen
Don Hance, Jr., CFP®, EA
LifeSighted
(424) 291-2480
Email
Bio
Dominique McQueen
Director of NexGen Co-Chair
Dominique McQueen, CFP®
Finwell Benefits
(424) 270-4817
Email
Bio
Charles Wenker
Administrator
Charles Wenker, IOM
FPA of Los Angeles
(818) 558-3908
Email
Bio

2018 Committee Members

Membership

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

Tracy Cavanaugh
The CS Mortgage Group of AFFG
(310) 889-8520
Email

Pro Bono

Amy Born, CFP®, CFA, CIMA
HighTower - Acacia Wealth Advisors
(310) 246-0520
Email

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

Programs

Janice Cohen
Retirement Funding Solutions
(732) 740-9573
Email


Upcoming Events:

28
Jul
 
ProBono: Financial Counseling Sessions with Habitat Homeowners
Saturday | July 28, 2018 9:00 A.M.
31
Jul
 
NexGen Taco Tuesday & Margarita Mixer
Tuesday | July 31, 2018 5:30 P.M.
16
Aug
 
Aug.16th Meeting (Santa Monica)
Thursday | August 16, 2018 1:00 P.M.
15
Sep
 
ProBono: Financial Counseling Sessions with Habitat Homeowners
Saturday | September 15, 2018 9:00 A.M.
18
Oct
 
Change is the Only Constant - October Symposium
Thursday | October 18, 2018 9:45 A.M.
27
Oct
 
ProBono: Financial Counseling Sessions with the public (Los Angeles Public Library Financial Literacy Day)
Saturday | October 27, 2018 10:00 A.M.
17
Nov
 
ProBono: Financial Counseling Sessions with Habitat Homeowners
Saturday | November 17, 2018 10:00 A.M.
13
Dec
 
Holiday Meeting & Silent Auction
Thursday | December 13, 2018 12:45 P.M.
25
Jan
 
FPA Southwest Regional Conference
Friday | January 25, 2019 4:00 P.M.
View Calendar >>
 

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(818) 558-3908
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