The Financial Planning Association of San Diego

 

Register for Events

 


PUBLIC RELATIONS COMMITTEE

Purpose:
To increase visibility of the FPA and its members!

What’s in it for you?
-Enhance your Public Relations skills to help your business!
-Increase visibility in your own community
-Meet other members and benefit from networking


Melinda M. Staab
Public Relations Committee Chair
melinda@prlatitude.com
760-295-8245

Ask Melinda Staab for more info or to join her committee.



PUBLIC AWARENESS COMMITTEE

Purpose:
To increase the public’s awareness of FPA SD and the financial planning profession

What’s in it for you?
-Enhance your Public Awareness and promotion skills to help your business!
-Increase visibility in your own community
-Meet other members and benefit from networking

Nathaniel Ritchison, CFP®
Public Awareness Committee Chair
nritchison@gmail.com
619-814-4100

Ask Nathaniel Ritchison for more info or to join his committee.




PRO BONO COMMITTEE

Purpose:
To Bring Financial Planning to those in need!

What’s in it for you?
-Help build and run pro bono programs that assist people in need, strengthen ties with our community, and raise awareness of the financial planning profession

Cathie Restivo
Pro Bono Committee Chair
cathier3@att.net
805-857-5900

Ask Cathie Restivo for more info or to join her committee.




GOVERNMENT RELATIONS / ETHICS / PROFESSIONAL ADVOCACY COMMITTEE

Purpose:
To advocate for the profession and inform members of key developments

What’s in it for you?
-
Be an advocate for our members
-Learn/strengthen government relations skills!
-Learn about FPA & meet others
-Share ideas and have a voice in the future of FPA!

Cory T. Schmelzer, CFP®
Government Relations / Professional Advocacy Committee Chair
cory@retirementandtaxsolution.com

858-270-7705

Ask Cory Schmelzer for more info or to join his committee.




MEMBERSHIP COMMITTEE

Purpose:
To enlist new members & retain existing members

What’s In it for you?
-Meet new friends & colleagues
-Network with your peers to share business ideas
-Help your industry’s association continue to THRIVE!

Lynn Buchholz, CFP®
Membership Committee Chair
lnbuchholz@aol.com
619-417-5731

Ask Lynn Buchholz for more info or to join her committee.




MARKETING

Purpose:
To have fun while we promote the nation’s best FPA chapter!

What’s in it for you?
-Learn or strengthen your marketing skills!
-Learn about FPA & meet others
-Share ideas and have a voice in the future of FPA!

Lisa Saxton
Marketing Team Chair
lisa.saxton@mossadams.com
858-627-5501

Ask Lisa Saxton for more info or to join her committee.


 


PROGRAMS

Purpose:
To Plan Interesting & Educational Quarterly Meetings!

What’s in it for you?
An opportunity to…
-Have a say in our guest speakers
-Get more involved in your association
-Give back to your community


Kevin Barrett, CFP®
Programs Team Chair
kevin@bfsconsulting.com
858-793-0513 x22

Ask Kevin Barrett for more info or to join his committee.

 


SYMPOSIUM COMMITTEE (formerly Planner Resource Day)

Purpose:
Plan an outstanding Symposium!

What's in it for you?
-Be associated with one of FPA's premier events!
-Satisfaction of contributing to a vital organization
-Enhance your leadership skills!

Leslie S. Klein, CFP®
Team P.R.D. Chair
lklein@firstam.com
858-410-5755

Ask Leslie Klein for more info or to join her committee.

 

 


"CASINO NIGHT" PLANNING TEAM

Peggy A. Mengel
Ways and means committee chair
peggy.mengel@dnabehavior.com
858-485-1001

Ask Peggy Mengel for more info or to join her committee.

Financial Planning Association of San Diego --- P.O. Box Number 880936, San Diego, CA 92168 --- Tel: (619) 504-0142