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FPA Orange County



February 2013


Hip Hip Hurrah for 2013!

Hopefully, that is what we'll all be saying with 20-20 hindsight a year from now! At the close of the market today, the S&P 500 is up over 2.5% for the year, and according to Bloomberg News, it has extended its longest rally since 2004. Are we in for a boom year? Will the rally continue, or will it be undercut by ongoing economic concerns regarding the Euro, the United Kingdom, and the "fiscal cliff" here at home? Clearly, we'll all have to wait to see…..

Fortunately, the same is not true for our FPA Chapter activities here in Orange County! The positive results our chapter continues to experience from year to year come from the intentional and planned efforts of many fine individuals. Your Board of Directors completed its annual strategic planning meeting in early December, and together we're busily working to implement our collective vision for 2013.

As we work through leadership transitions and lay down the year's foundation, many things are already blooming into life. Let's take a moment to see some of what's on tap:

  • Fantastic speakers and topics at our Quarterly Education Meetings in February, May, August and November. Because of our amazing partners, in 2012 we provided over 17 hours of top-notch education to our members at a personal cost of less than $5 per credit hour (including lunch)!
  • Re-invented Study Groups providing for in-depth education and networking opportunities in multiple OC locations.
  • Ongoing "community of interest" events including NexGen, and Advisors in Transition.
  • Regular mixers for Allied Professionals and the Allied Professionals Summit in October.

As we discussed at the annual strategic planning meeting, this chapter exists for you, the member.  In addition to helping you maintain and advance your professional expertise, it also exists to advance the practice and profession of financial planning.

This is why we're rethinking and renewing our efforts around public relations, community outreach, and government relations. These activities should not only serve to educate the public about the value of financial planning, they must create an opportunity for us give back to our communities in a way that builds interest, awareness, and trust in our profession. Step up now so you'll be able to be involved in these worthwhile initiatives - undoubtedly you'll be glad you did!

Additional changes are also underfoot with regard to professional advocacy for financial planning on both the national stage and here at home in California.  FPA of California Council is now fully functional as our state-level advocacy body, and FPA National continues to participate on the national stage in its own right and as a member of the Financial Planning Coalition. These advocacy groups work tirelessly on our collective behalf, and deserve our continued support along with a hearty thank you for all they do (and will do)!

As you can see, it's clear there is a tremendous amount going on in chapter life, and the golden rule of involvement continues to prove itself: The more you become involved, the greater the difference we'll make, and the greater the return you'll reap - both personally and professionally!

In addition to the Board of Directors, I thank you all for your commitment to the profession, and your continuous support of this chapter. Please feel free to contact myself, any board member, or our Chapter Administrator, Carol Bobke, with any questions, or suggestions you may have for our further success.

Best regards,

Bill Cuthbertson


Quarterly Education Meeting

Our next meeting will be on February 20, 2013, from 8:30 am to 4:30 pm, at UCI Student Center.

Scheduled Speakers:
  • Dr. Esmael Adibi,director of the A. Gary Anderson Center for Economic Research at Chapman University
    The U.S. and California Economic Outlook

  • Michael Kitces, MSFS, MTAX, CFP®, CLU, ChFC, RHU, REBC, CASL,
    partner and Director of Research for Pinnacle Advisory Group
    Cutting Edge Tax Planning Developments and Opportunities

  • Jeffrey Cleveland, Senior Economist, Payden & Rygel
    The Euro Is Dead; Long Live The Euro

  • Jerry Cohen, CPA/PFS, CFF, ChFC, CDFA™, the Los Angeles Collaborative Family Law Association
    And Cinda Jones, CFP®, CDFA™,owner of Divorce Financial Solutions
    Divorce Planning: Opportunities and Responsibilities

  • Gary Miller, CFA, , founder and chief investment officer of Frontier Asset Management, LLC
    And Bob Veres, commentator and author
    MPT Isn’t Dead - Markowitz Got An Awful Lot Right
Six CFP CE credits are available for this meeting.

For more information please visit : http://www.fpaocc.org/chapter-events.htm.

Be sure to register early! This meeting is filling up quickly!

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FPA Orange County

2012 FPAOC Volunteer of the Year

Zohlen, President, MBA, MS, CFP®
The FPAOC congratulates Evelyn Zohlen, MBA, MS, CFP® as the 2012 Volunteer of the Year. Evelyn is President of Inspired Financial in Huntington Beach.

Her impact on the FPA Orange County chapter goes far beyond any one year of accomplishments. She served as the chapter President in 2010 as well as Director of Education, Director of Member Benefits, and Junior Achievement Liaison in prior years. She also consistently volunteers on chapter committees such as Education, Pro Bono and Government Relations. At the regional level, she is an original founder of FPA of California and is serving as that group’s President in 2013. Nationally, she served as Taskforce Chair for FPA’s largest conference in 2011, FPA Experience, and serves as Chair of FPA’s Advocacy Committee in 2013. Evelyn’s passionate commitment to the financial planning profession is evidenced not only by her tireless service to the Financial Planning Association but by the time she dedicates to its advancement through speaking, teaching, and mentoring new advisors. She demonstrates that volunteerism in FPA is a benefit to her business success. It doesn’t distract from business, but builds it.

Congratulations, Evelyn! Thank you for ALL you do for the FPA!
Celebrating a Successful 2012

Volunteers from all areas of the FPA Orange County Chapter came together to celebrate a successful 2012 at the Volunteer Appreciation Holiday Party held at the home of our Chairman, Mike Shockley. Mike and his wife, Meg, went all out, bringing in a homemade taco station, a yummy chocolate fountain, and a signature cocktail or two. If you haven’t volunteered for the chapter yet, make sure you do so by the end of 2013! A fabulous and festive time was had by all!

FPA San Diego Holiday Party 2012

Looking for an Intern?
Would You Like to Be an Intern?

FPA Orange County sponsors a very active internship program for both interns and employers.  Individuals who would like to experience working in a financial planning office or those who are just “kicking the tires” can sign up to be an intern.  Planners who seek occasional extra help or who might be looking to see how a potential new employee might work out can utilize the services of the intern.

Internships last for approximately ten weeks.  Interns need to be able to work at least 10 hours per week to be able to get a good understanding of how a firm functions.

The FPAOC Internship Program has been an ongoing success in our chapter for many years.  Both interns and employers have great results.  Contact Linda Barlow at [email protected] for more information.


UC Irvine

Make your Mark as a CFP Professional
Get the training you need to advance your career as a CFP professional. UC Irvine Extension’s PFP Specialized Studies Program is a 5-month accelerated program designed for working and experienced financial planners with a client-centered, hands-on approach which will enable you to master the knowledge you need to pass the exam. Program starts March 2013. Registration deadline is February 19th. Learn more.




Name Joined City Company
Ken Hada November Costa Mesa  
James Jones November Mission Viejo  
Seema Ali November Newport Beach  
Meghan Coolbaugh November Dana Point  
Nicole Alfonso November Irvine Signature Resources
Minh Nguyen November Santa Ana  
Anthony DiLiberto December Huntington Beach  
Aryn P. Sands December Irvine Outsource This, Inc
John D. Nguyen December Anaheim J & N Financial Group
Louis Avalos December Irvine Effective Planning
Carol Dishler January Torrance Crown Capital Securities LLP
Leon Laub January Brea Merill Lynch
Nader Razavi January Orange Union Bank
Catherine Utley January Aliso Viejo  
Mark Stelling January Laguna Hills  
Bryon Pyle January Newport Beach Crossmark Financial - HomeSafe
Chad DeJarnatt January Murrieta  
Hamilton Kenney January Orange  


Name Years Company  
Gaston Escudero 20 OCM Inc  
David Reagan 15 City National Bank Private Client Services
George McDaniel 15 Lighthouse Financial Services, Inc  

FPA Orange County One Thing Leads to Another... Get involved and make a difference! If we all just did ONE THING, imagine the impact we can have on our Chapter and on shaping our profession! 


Members, ever hear the one about the guy who goes to see his CFP and complains about the sorry state of his 401K?  The Planner, astonished, tells him, “I told and told you, it’s not enough to HAVE a 401K, you have to contribute.”  There are many reasons, but the outcome is always the same.  The biggest payoff in FPAOC comes when you contribute:

•           Give back to the FPA community
•           Make business connections
•           Grow your business
•           Impress your friends
•           Make political connections
•            Network
•           Grow a new skill

What you get back from involvement in the chapter will exceed your expectations.  We are one of the largest and highest regarded FPA chapters in America.  We are award winning!

If you can’t volunteer right now, we get it!  And we love our members; you motivate us to serve the OC FPA community.  Your presence is plenty.

Not ready to commit, but maybe participate?  Want to get your feet wet?  Our “Do One Thing” program below is just for you.  We have many opportunities to do one thing, and we want to match you up with something you’ll enjoy.

Maybe you already know what’s going on and you want to be involved?  Let us know what your interests are and we will match you to a role on a committee.  You will be pleasantly surprised at the return on your investment in FPA committee participation.

Maybe you’re interested in leadership?  All of our board members and officers have been groomed through their involvement in FPAOC committee participation.  Let us know what you’re ready for and we will guide you there.

Contact me directly to learn more.

All the best,

Andrew Scammon; FPAOC Volunteer Development Chair

Current Opportunities:
  • Be a liaison for one of the speakers at a Quarterly Education Meeting
  • Greet our Partners as they arrive and set up for our Quarterly Education Meetings
  • Help us launch an FPAOC presence on Twitter
  • Help check in attendees at a Quarterly Education Meeting
  • Share about the FPAOC with local press on the PR Committee
  • Take part in the event planning for one of our Volunteer Appreciation Events
  • Manage communications between the local college financial planning programs and the FPAOC
If you are interested in helping out with one of the above, or getting involved other areas of our chapter, please contact Andrew Scammon, Volunteer Development, at [email protected].


Zohlen, President, MBA, MS, CFP®
FPA Member Benefit – 2012 Practitioners Resource Guide
Did you know the Financial Planning Association (FPA) offers members discounted rates on a variety of products and services that are essential to running financial planning firms? The organizations and solutions included in this guide represent some of the best in product, service and solution providers. These affinity partnerships have been developed to enhance your success and increase your bottom line.

Click here to download your free copy.



Brown Streza LLP Attorneys at Law
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FPA Orange County