Join us for the 8th Annual Allied Professionals Summit!

Collaborate with other high-performing financial professionals in a cooperative learning atmosphere.
Gain strategies to grow your practice from top speakers, valuable networking, breakout sessions and more.

You will want to attend if you are a:

• Registered Investment Advisor • Attorney • Trust Professional
• Certified Financial Planner™ • Professional Fiduciary • Government Leader
• Financial Advisor • Real Estate Professional • Enrolled Agent
• Certified Public Accountant • Non-Profit Administrator • Insurance Professional
• Chartered Financial Analyst® • Investment Adviser Representative • Bank Executive

Tuesday, September 29, 2015
11:30 AM - 5:00 PM
The Pacific Club
4110 MacArthur Blvd.
Newport Beach, CA 92660
By Thursday, September 24, 2015

Brought to you by:


Early Bird Registration:
(ends September 1st)
Online Registration:
At the door:

Cost includes lunch, wine reception and parking.

Keynote Speakers:

FPA Orange County
Founder and CEO, Stearns Lending
Passion, Profits, People and Priorities

Glenn Stearns was born and raised in a low-income housing project on the outskirts of Washington, D.C. The oldest of two children, his parents had modest careers, and both struggled with Drug and Alcohol dependency. Glenn's childhood struggles included dyslexia, failure of the 4th grade, divorce of his parents and becoming a father at the age of 14. Glenn worked his way through Towson University and became the first in his family to attend and graduate college. At 25, Glenn formed his own mortgage company after being a loan officer for only 10 months.

Today Stearns Lending is the #1 wholesale lender in America and the 8th largest direct lender. The majority of his companies focus on financial services, but Glenn is a serial entrepreneur and has investments in many different areas, including land development and with an entertainment startup,

Glenn is one of the youngest individuals inducted into the prestigious Horatio Alger Association of Distinguished Americans and is the youngest member on the Association's Board of Directors. Glenn and his wife Mindy, who competed together (and won) the TBS reality game-show "The Real Gilligan's Island", are parents to six children and two grandchildren. They are friends and co-landowners with Sir Richard Branson, whom they partner with in many philanthropic causes. Glenn and Mindy and have won numerous awards for their charitable contributions.

FPA Orange County
Head of Invesco Consulting
NEW WORD ORDER: It’s Not What You Say, It’s What People Hear

Scott West is Head of Invesco Consulting, overseeing the largest consulting division of its kind in the asset management industry. In this position, he works with and presents to financial professionals across North America.

Scott is a sought-after keynote speaker who brings nearly 30 years of industry experience coupled with a creativity that seeks to both educate and entertain. He is a coauthor of five books, including StorySelling for Financial Advisors: How Top Producers Sell*, which was named a "must read" by financial, and, most recently, Defining Conversations.**

Prior to joining Invesco in 2010, Scott was with Van Kampen Investments, where he cofounded VK Consulting (now known as Invesco Consulting). In his 25+ years with the firm, he advanced from field sales to regional sales and finally to national sales positions. In addition, he served as Director of Marketing. Prior to his career in financial services, Scott worked in sales distribution with Procter & Gamble. Scott holds a B.A. in economics and communications from Wheaton College in Wheaton, Illinois.

Born and raised in Toronto, Scott is an avid hockey enthusiast. He assumes full credit for his Texas-born wife's newfound love of the sport. Scott is the father of four children and resides in Wheaton, Illinois.

Program Schedule:

11:30 AM - 12:00 PM
12:00 PM – 1:30 PM
Lunch with Keynote Speaker: Glenn B. Stearns, Founder and CEO, Stearns Lending
1:45 PM – 2:45 PM
Breakout Sessions
3:00 PM - 4:00 PM
Keynote Speaker: Scott West, Head of Invesco Consulting
4:00 PM – 5:00 PM

Corporate sponsorship opportunities are available. Contact Chair: Balaji Rao.

Also, register now for future Allied Professionals Mixers!

Don’t want to wait until September's Summit to connect? FPA of Orange County’s Allied Professionals Mixers are the perfect networking event to meet others who are working to advance the field of financial planning.

To register, please click on the upcoming mixers below:

Wednesday, September 16, 2015 »

Wednesday, November 4, 2015 »

All mixers are 5:30 - 7:30 PM

Located at JT Schmid’s Restaurant and Brewery in Tustin

Cost: $15.00. Includes appetizers and a beverage.
Parking is free.

FPA Orange County