Platinum Partners | Gold Partners | Silver Partners

Our Silver Partners will have representatives, our guests, at each quarterly meeting and other FPA of Orange County events. Please take a few minutes to introduce yourself and thank them for making possible the many services they are providing to our membership and the community in which we live and work. Always perform your own due diligence before engaging any professional.

Contact: Tim Bryan
Phone: (801) 983-4125
Website: www.wasatchfunds.com
Contact: Marty Burke
Phone: (949) 388-1607
Website: www.pimco.com
Contact: Scott Monroe
Phone: (949) 366-4161
Website: www.tdainstitutional.com
Contact: Laani Watanabe
Phone: (949) 824-5088
Website: unex.uci.edu
Contact: Mike Diephouse
Phone: (949) 809-2695
Website: www.scholarshare.com
Contact: John J. Leonard
Phone: (619) 206-0785
Website: www.jpmorganfunds.com
Contact: Cynthia Grether
Phone:(888) 258-4723
Website: www.callutheran.edu
Contact: Andrew Scammon
Phone:(562) 743-0111
Website: www.effectiveretirement.com
2549-B Eastbluff Drive #220, Newport Beach, CA 92660-3500 | 877-622-3729