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
Tracy Cavanaugh
Director of Membership
Tracy Cavanaugh
The CS Mortgage Croup
(310) 889-8520
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

Mark Cecchini, CFP®
Aspiriant, LLC
(310) 806-4007
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

Programs

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


Upcoming Events:

13
Dec
 
Holiday Meeting & Silent Auction
Thursday | December 13, 2018 11:45 P.M.
15
Jan
 
FPALA Women's Mixer
Tuesday | January 15, 2019 12:45 P.M.
25
Jan
 
FPA Southwest Regional Conference
Friday | January 25, 2019 4:00 P.M.
21
Feb
 
Bi-Monthly meeting
Thursday | February 21, 2019 12:45 P.M.
27
Mar
 
FPALA Mixer
Wednesday | March 27, 2019 12:45 P.M.
25
Apr
 
Bi-Monthly meeting
Thursday | April 25, 2019 12:45 P.M.
18
May
 
FPALA Mixer
Saturday | May 18, 2019 12:45 P.M.
20
Jun
 
Bi-Monthly meeting
Thursday | June 20, 2019 12:45 P.M.
24
Jul
 
FPALA Mixer
Wednesday | July 24, 2019 12:45 P.M.
View Calendar >>
 

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