The Financial Planning Association of San Diego

OUR MISSION

The mission of the Financial Planning Association of San Diego is to promote financial security for residents of San Diego County through excellence in financial planning.

OUR VISION

FPA of San Diego seeks to:

Build and retain a growing membership base of financial professionals
Lead and serve the San Diego community by being the premiere resource for financial information
Increase the awareness of financial planning using the CFP® mark as the cornerstone
Nurture and develop the careers of our members through outstanding educational programs

2010 OFFICERS AND BOARD OF DIRECTORS

Officer - President Jon Beyrer, EA, CFP ® Blankinship & Foster beyrer@bfadvisers.com 420 Stevens Ave. #250 Solana Beach, CA 92075 858-755-5166 \| 858-755-5358 fax	Director - Ways and Means Anamarie L. Lammé, MSEL Thompson Spiteri Anamarie@ThompsonSpiteri.com 1810 State St San Diego, CA 92101 619-544-6444 \| 619-544-8333 fax
Officer - President Elect Judy Hagar, CFP® Wolters, Hagar & Pratt Financial Planning judyh@whpfinancial.com 6390 Greenwich Dr. #230 San Diego, CA 92122 858-550-7090 \| 858-550-7099 fax	Board Chair Jim Lingelbach, CFP® MetLife® jlingelbach@metlife.com 3131 Camino del Rio N. #1200 San Diego CA 92108 619-281-9890 x132 \| 619-281-9253 fax 619-641-3632 direct
Director - Public Awareness Matthew A. Costanzo, CFP® Costanzo Financial Group matthew@ajcostanzo.com 3453 Corte Selva Carlsbad, CA 92009 (619)-871-1561	Officer - Treasurer Leslie S. Klein, CFP® First American Trust, FSB Lklein@firstam.com 4380 La Jolla Village Dr., # 200 San Diego, CA 92122 858-410-5755 \| 619-615-4973 fax
Director - Membership Gil Armour, CFP® SagePoint Financial, Inc garmour@sagepointadvisor.com 5151 Shoreham Place #130 San Diego, CA 92122 858-228-1049 \| 858-558-2021 fax	Director - Marketing Lisa Saxton, CFP® Moss Adams Wealth Advisors lisa.saxton@mossadams.com 9665 Granite Ridge Dr. #600 San Diego, CA 92123 858-627-5501
Director - Programs/Eucation/Training Mark Vannatta, CFP® Park Avenue Securities mark_vannatta@glic.com 3111 Camino Del Rio N, Suite 1150 San Diego, CA 92108 619-684-6408 \| 619-684-6410 fax	Director - Government Relations / Ethics Troy Daum, CFP® Wealth Analytics Troy@wealthanalytics.com 12520 High Bluff Drive, Suite 385 San Diego, CA 92130 858-794-2100
Officer - Secretary Lynn Buchholz, CFP® Buchholz Financial Planning lnbuchholz@aol.com 619-417-5731	Director - Public Relations David L. Lawrence, RFC®, AIF® EfficientPractice.Com dLawrence@efficientpractice.com 877-296-6876
Director - Pro Bono Catherine R. Restivo, CFP® LFE Institute, Inc. cathie@LFEinstitute.com 3788 Elliott Street #21 San Diego, CA 92106 805-857-5900
FPA SDSU
San Diego State University Financial Planning Association Student Chapter President Derek Pires dpires07@yahoo.com 408-910-6464
FPA ADMINISTRATORS
Chapter Administrator Linda Gayhart info@fpasandiego.org P.O. Box Number 880936 San Diego, CA 92168 619-504-0142	Financial Planning Association of San Diego - Events Coordinator Michele McDougal McDougal & Associates Michele@fpasandiego.org 2427-1 A Street San Diego, CA 92102 619-696-7076

Emeritus Council (Past FPA of San Diego Presidents) 2009 Jim Lingelbach, CFP® 2008 Hillel Katzeff, CFP® 2007 Christopher Rand, MSFS, CFP® 2006 Jeanni Harrison, CFP® 2005 Larry Steckler, CFP® 2004 Dennis Filangeri, CFP® 2003 Kent Thompson, CFP® 2002 Paul Justin, CFP® 2001 Troy Daum, CFP®
FPA National 4100 E. Mississippi Avenue, Suite 400 Denver, CO 80246 (800) 322-4237 \| www.fpanet.org
Web Hosting - Website Design : Mance Creative 619-269-8001 \| www.mancecreative.com wecreate@mancecreative.com

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