FPALA / Member Anniversaries

May Anniversaries

FPA's would like to thank all of our members new and old.

Wilbert McZeal -
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- 39 years - SagePoint Financial Inc.

E. Martin Von Kanel -
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- 29 years - Patriot Wealth Mgmt.

Dirk Huybrechts -
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- 22 years - HFM Advisors

Eric Toya -
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- 12 years - Navigoe, LLC

Tamar Asken -
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- 10 years - Asken Financial Planning

Mark Cecchini -
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- 7 years - Aspiriant, LLC

Joe O'Boyle -
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- 6 years - O'Boyle Wealth Management

John Agnew -
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- 5 years - Morgan Stanley Wealth Management

Jesse Serra -
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- 5 years

Katrina Soelter -
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- 4 years - Wells Fargo Advisors

Mark Reyes -
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- 4 years - Wilshire Associates Inc.

Kevin Welch -
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- 4 years

Jeffrey Rao -
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- 4 years - Fidelity Investments

Mathius Gertz -
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- 2 years - West-Cal Mortgage, Reverse

Joshua Bradburn -
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- 1 year - Charles Schwab

Hannah Quackenbush -
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- 1 year - Scripps College

Lorenzo Herman -
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- 1 year - Lorenzo Herman

Mark Ramseyer -
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- 1 year - UCLA Extension

Brenda O'Leary -
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- 1 year - BNY Mellon Investment Management

Yechiel Goldberg -
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- 1 year - MassMutual / Fraser Financial Group

Bradford Yamada -
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- 1 year - Argos Wealth Advisors

Jonathan Peters -
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- 1 year

kay nagano -
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- 1 year

Kelly Pham -
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- 1 year - JP Morgan Chase

Scott Thompson -
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- 0 year

Upcoming Events:

28
May
 
Growth Investing by Value Managers
Tuesday | May 28, 2019 11:00 A.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.
17
Oct
 
Symposium
Thursday | October 17, 2019 9:45 A.M.
13
Nov
 
FPALA Mixer DTLA Angel City Brewery
Wednesday | November 13, 2019 12:45 P.M.
12
Dec
 
Holiday Meeting & Silent Auction
Thursday | December 12, 2019 12:45 P.M.
View Calendar >>
 

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