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Our Vision Statement:
"To be the voice and the resource for financial planning in Orange County."
Our Mission Statement:
Advance the financial planning profession by:
- Upholding the highest standards of knowledge and integrity
- Provide quality education and networking opportunities to our members
- Serve the public through outreach and education
Through our web site, you can:
find out about upcoming events,
communicate with our board of directors and committee members,
look for a local financial planner through the National Search feature,
and a variety of other functions. Thank you for visiting our site
today.
You can contact FPA OCC at:
President: Mark K. Rylance, CFP®
Membership: George Agopian, CFP®
Programs: Evelyn Zohlen, CFP®
Web Site/Communications: Nancy J. Carr, CFP®
Public Relations: Aaron Newland, CFP® |
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