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FPA National

2012 BOARD OF DIRECTORS


2012 Chapter President
Michael Shockley, CFP®, J.D., MBA
RGT Capital Management Ltd
1 Park Plaza, Suite 950
Irvine, CA 92614
Office:(949) 955-5525
Fax: (949) 955 5526
President Elect
Mr. William Cuthbertson, MBA, EA, CFP®
Fiscalis Advisory, Inc.
30320 Rancho Viejo Rd, Suite 100
San Juan Capistrano, CA 92675
Office: (949) 429-5995
Fax: (949) 682-4035
Chairwoman
Carolanne M. Chavanne, CFP®
LPL Financial
19001 S Western Ave T106
Torrance, CA 90501
Office: (310) 618-5370
Fax: (310) 533-0169
Treasurer
Julie M. Holmes-Grady, MBA, CPA, CFP®
Grady Corporation
15392 Cherbourg Ave
Irvine, CA 92604
Office: (949) 981-0463
Fax: (501) 640-6614
Secretary
Michael Weber
Diversified Securities, Inc.
6700 E. Pacific Coast Hwy. Ste #150
Long Beach, CA 90803
Office: (562) 493-8881
Fax: (562) 493-2682
Education Chair
Rick Kagawa, MSFS, CFP™, ChFC, CLU, LUTCF
Capital Resources & Insurance, Inc.
5500 Bolsa Ave. Suite 145
Huntington Beach, CA 92649
Office: (714) 903-2400
Fax: (714) 379-0979
Allied Professionals Chair
Howard Erman, CFP®
Erman Retirement Advisory
3020 Old Ranch Pkwy, Ste. 100
Seal Beach, Ca 90740
Office: (562) 546-6021
Fax: (562) 596-6024
Public Relations Chair
Ralph G. Adamo, CFP®
Integrity Wealth Management
3991 MacArthur Blvd, Ste 215
Newport Beach, CA 92660
Office: (949) 955-1188
Fax: (949) 955-1187
Membership Chair
David K. MacLeod, CFP®
Eclectic Associates
1021 W Bastanchury Rd, Ste 120
Fullerton, CA 92833
Office: (714) 738-0220
Fax: (714) 738-0483
Member Benefits
Stephen P. Kiernan, CFP®
Anchor Financial Group
1801 Parkcourt Place, Bldg H
Santa Ana, CA 92701
Office: (714) 835-7703
Fax: (714) 835-7054
Pro Bono Co-Chair
Paul Kirz, CFP®, EA, MD
1063 Carmel Circle
Fullerton CA 92833
Office: (714) 871 4173
Pro Bono Co-Chair
Heena Shah, CFP®, EA
Lighthouse Financial Services, Inc.
3000 East Birch St., 107
Brea, CA 92831
Office: (714) 572-8900
Government Relations Chair
Samantha Vient, CFP®, EA
Craig & Associates, LLP
2365 North Batavia
Orange, CA 92865
Office: (714) 226-1913
Communications Chair
Kenneth Yee
RGT Capital Management, LTD.
1 Park Plaza Suite 950
Irvine, CA 92614
Cell: (949) 632-4376
Fax: (949) 955-5526
Partners Program Chair
Wesley Gunter
Merrill Edge
26821 Trabuco Rd.
Mission Viejo, CA 92691
Office: (949) 378-2853