COMMITTEES
Imagine what your practice would be like if you had an army of peers you could turn to for advice, ideas and support. Through our network of 24,000 members, FPA provides numerous opportunities to get connected, informed and involved.
Opportunities to Get Involved Today!
We're always look for members to be more involved. Here are some areas that may benefit from your talents:
Pro Bono
The FPA pro bono programs are aimed at assisting individuals and families who are "underserved"; that is, those who need financial planning but lack the means to engage a financial planning professional on a commercial basis.
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Membership
The Membership Committee is dedicated to serving our chapter by working to connect with our existing members and reach out to prospective members. We work hard to welcome visitors and new members while also making longtime members feel appreciated for their service to our community.
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Education
The Education Committee plans and organizes the Quarterly Education Meetings for our chapter.
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Member Benefits
The Member Benefits Committee designs and manages various programs that enhance the value of being a member of the FPA Orange County Chapter.
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Communications
The Communications Committee is a dynamic group of individuals that cover all communications to the members of our chapter. We work with the different committees to be sure that our members are aware of the opportunities that are available within the FPA Orange County Chapter.
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Public Relations
The PR Committee works in partnership with FPA's Corporate PR offices to provide the latest news and happenings in the industry. We distribute the "Financial Perspectives" articles, press releases and media alerts to local newspapers, business journals and trade publications.
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Allied Professionals
The Allied Professionals creates a dynamic environment designed to facilitate networking among wealth managers professionals of all disciplines, develop the structure and skills necessary to collaborate in a team approach to serve clients, and learn about practical advanced planning techniqures.
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Government Relations
The Government Relations ("GR") Committee has three main functions: First, to communicate legislative and regulatory information to the Orange County chapter members that may affect the financial planning profession and/or their practices.
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Partners
The Partners Committee coordinates the efforts of our sponsors in conjunction with the FPA members.
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- I wanted to contribute to the financial planning profession locally. Meet new colleagues and allied professionals.
- Edward Mora, ChFC, CRC, CFP® - I enjoy doing things for others, giving back to the community, and working toward an important cause. Serving also helps me to learn from others in the chapter and develop stronger relationships in our financial planning community.
- Kevin Henss - Personal challenge, Relationships, Advance Financial Planning.
- Mark Rylance, CFP® - Improves my professional and personal connectivity. Is intellectually stimulating. Deepens my knowledge of professional/industry trends. Is a good addition for the professional resume.
- Ralph Adamo, CFP® - Network with other advisors to help me in my profession and broaden my options for my future, as well as to keep on top of what is happening in the local and national financial planning community and how FPA fits into this picture.
- Steve Kiernan, CFP® - To keep busy; Hone and develop new skills; Promote the name of my company.
- Steve Okamura, CFP® - It's my way of giving back to the chapter, the community and the FPA.
- Andi YH Kang, CFP® - To be an advocate for our profession.
- Mike Shockley, CFP®, JD, MBA - I serve to build strong, mutually beneficial relationships with local financial planners and allied professionals, to play an active role in advancing our profession, to learn more about our very diverse profession, and to seek out opportunities that will ultimately benefit my clients.
- David MacLeod, CFP® - I serve for both personal and professional enrichment. I like being in a position to influence change for the greater good.
- Bill Cuthbertson, MBA, EA, CFP® - I enjoy the camaraderie that the FPA offers. Also, it is important that I stay in front of FPA members as an affiliate and they understand my services that I provide.
- Tyler Banks - The relationships that I form through service; I want to make a difference in our profession/community; I like to be in charge; I am seeking further leadership opportunities in our organization.
- Evelyn Zohlen, MBA, MS, CFP® - I serve because I have a mission to get Financial Planning as a curriculum into our high schools. I am hopeful that I can leave that as a legacy.
- Julie Holmes-Grady, MBA, CPA - I enjoy working with the under-served of our OC community to help them better understand the concepts of financial planning so that they can integrate the concepts and actions into their own lives on a habitual basis.
- Julie Holmes-Grady, MBA, CPA - I found that by serving the chapter and the community it ultimately served me through the friendships I've formed and the contributions made to the chapter's future success.
- Carolanne Chavanne, CFP®
