FPALA / Member Anniversaries

June Anniversaries

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

Edward Kelly -
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- 34 years - Amerprise Financial Services, Inc.

Hiroko Tatebe -
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- 28 years

Michael Jones -
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- 23 years

Alfred McIntosh -
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- 20 years - McIntosh Capital Advisors, Inc.

Michele Havens -
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- 18 years - Northern Trust

Rick Friend -
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- 18 years - R Friend Financial

Douglas Taylor -
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- 17 years - Taylor Wealth Management

Simon Gevurtz -
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- 17 years

Oscar Navarro -
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- 16 years

Gary Lamberson -
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- 15 years - Nigro Karlin Segal & Feldstein LLP

Evan Barrett -
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- 9 years - Barrett Planning Group, Inc.

Jim Sandstrom -
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- 8 years - Woloz & Associates

Robert Ham -
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- 7 years - E*Trade

Matt Stadelman -
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- 6 years - 1080 Financial Group

Laura Gilman -
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- 6 years - KCS Wealth Advisory LLC

Warren Friedland -
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- 5 years - Morgan Stanley

Brittany Yudkowsky -
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- 4 years - Morton Capital Management

Carly Jeavons -
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- 1 year

Jaycee Lette Figueroa -
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- 1 year

Upcoming Events:

18
Jun
 
FPALA Mixer
Thursday | June 18, 2020 12:45 P.M.
23
Jun
 
NexGen: Social Media for Financial Advisors
Tuesday | June 23, 2020 3:00 P.M.
15
Jul
 
FPALA NexGen Trivia Happy Hour
Wednesday | July 15, 2020 5:30 P.M.
23
Jul
 
FPALA Mixer w/Education
Thursday | July 23, 2020 6:00 P.M.
13
Aug
 
FPALA NexGen Study Group LMU
Thursday | August 13, 2020 12:45 P.M.
20
Aug
 
FPALA Education Event
Thursday | August 20, 2020 12:45 P.M.
10
Sep
 
FPALA New Members And Board Opportunities Networking Breakfast
Thursday | September 10, 2020 8:30 A.M.
24
Sep
 
FPALA NexGen Happy Hour w/CalCPA Alliance
Thursday | September 24, 2020 6:00 P.M.
17
Oct
 
ProBono: Financial Planning Day
Saturday | October 17, 2020 10:30 A.M.
View Calendar >>
 

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