Partners / Our Partners

2019 Corporate Partners

Special thanks to our corporate partners for their continued support of the FPALA!
Lunch Meeting Sponsor(s)

April Sponsor


Toews
Ryan Connolly
900 Broadway, Suite 801
New York, New York 10003
Phone: (888) 604-5509
ryan@toewscorp.com
www.toewscorp.com

For More Info about:
Toews
Educational Sponsor(s)

California State University, Northridge
Sherry Manavi
18111 Nordhoff Street
Northridge, CA 90303
Phone: (818) 677-4397
shahrazad.manavi@csun.edu
tax.csun.edu

The American College of Financial Services
630 Allendale Road
King of Prussia, PA 19406
Phone: (888) 263-7265
ClientRelations@TheAmericanCollege.edu
https://www.theamericancollege.edu

For More Info about:
The American College of Financial Services

UCLA Extension
Mark Ramseyer
1145 Gayley Ave.
Los Angeles, CA 90024-3439
Phone: (800) 825-9971
enroll@uclaextension.edu
www.uclaextension.edu

For More Info about:
UCLA Extension
NexGen Sponsor(s)

CNL Institutional Group
CNL Securities Corp.

Steph M. Laflamme
Corporate Headquarters - 450 S. Orange Avenue, 13th Floor
Orlando, FL 32801
Phone: (866)-245-3885
steph.laflamme@cnl.com
www.cnlsecurities.com

For More Info about:
CNL Institutional Group
CNL Securities Corp.

Happy Hour Sponsor(s)

Cantor Fitzgerald Capital
Michael Shotton, CFP®
660 Newport Beazh Center Dr. Suite 620
Newport Beach, CA 92660
Phone: (650) 387-9079
Michael.shotton@cantor.com
www.cantor.com

For More Info about:
Cantor Fitzgerald Capital
Social Engagement Sponsor(s)

Baird Equity Asset Management
Andrew Ballard, CIMA
777 E Wisconsin Avenue
Milwaukee, WI 53202
Phone: (414) 298-4984
aballard@rwbaird.com
www.rwbaird.com

For More Info about:
Baird Equity Asset Management
FPALA Partner Sponsor(s)

Balani Custom Clothiers
Rachel Lutsky
8601 Sunset Blvd.
West Hollywood, CA 90069
Phone: (610) 329-8269
rlutsky@balanicustom.com
www.balanicustom.com

For More Info about:
Balani Custom Clothiers

LoanBuddy
Alex Bottom
3712 The Strand
Manhattan Beach, CA 90266
alex@loanbuddy.us
https://www.loanbuddy.us/pricing

For More Info about:
LoanBuddy
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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