 Officer - President
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
|
 Officer - President Elect
Kevin Barrett, CFP®
Wealth Alliance
kevin@bfsconsulting.com
12555 High Bluff Drive #140
San Diego, CA 92130
858-793-0513 x22 | 858-793-1049 fax
|
 Officer - Secretary
Judith L. Seid, CFP®
Blue Summit Financial
judy@bluesummitwealth.com
9001 Grossmont Blvd. #718
La Mesa, CA 91941
619-698-4330 | 619-698-0430 fax
888-698-4330 Toll Free
|
 Director - Treasurer
Gil Armour, CFP®
SagePoint Financial, Inc
garmour@sagepointadvisor.com
5151 Shoreham Place #130
San Diego, CA 92122
858-558-2090 | 858-558-2021 fax
|
 Director - Government Relations / Ethics
Cory T. Schmelzer, CFP®
Retirement & Tax Solutions
cory@retirementandtaxsolution.com
5151 Shoreham Place #130A
San Diego, CA 92122
858-270-7705 | 619-459-7705 fax
800-617-8005 Toll Free
|
 Director - Pro Bono
Catherine R. Restivo, CFP®
LFE Institute, Inc.
cathier3@att.net
3788 Elliott Street #21
San Diego, CA 92106
805-857-5900
|
 Director - Membership
Lynn Buchholz, CFP®
Buchholz Financial Planning
lnbuchholz@aol.com
619-417-5731
|
 Director - Public Awareness
Nathaniel Ritchison, CFP®
Pure Financial Advisors
nritchison@gmail.com
3131 Camino del Rio N #1550
San Diego, CA 92108
619-814-4100 | 619-814-4109 fax
|
 Director - Programs
Tom Fisher, CFP®,CFA
Wells Fargo Bank
tfisher@wellsfargo.com
4475 Executive Way, 1st Floor
San Diego, CA 92121
858-597-4442 | 858-597-4338 fax
|
 Director - Education & Training
Jon Beyrer, CFP®
Blankinship & Foster
beyrer@bfadvisers.com
420 Stevens Ave. #250
Solana Beach, CA 92075
858-755-5166 | 858-755-5358 fax
|
 Director - Corporate Sponsorship
Peggy A. Mengel
DNA Behavior International
peggy.mengel@dnabehavior.com
17212 Carranza Drive
San Diego, CA 92127
858-485-1001 | 858-485-1081 fax |
 Co-Director - Education & Training
Brian Hoyt, CFP®,CPA,MBA
Tax & Wealth Management 360
bdhoyt@tax-wealth.com
7777 Alvarado Road, # 106
La Mesa, CA 91942
619-270-3360
|
 Director - Public Relations
Melinda M. Staab
PR Latitude
melinda@prlatitude.com
1044 Tesoro Avenue
San Marcos, CA 92069
760-295-8245
|
 Member at Large
David L. Lawrence
David Lawrence and Associates
dLawrence@efficientpractice.com
9115 Judicial Drive #4238
San Diego, CA 92122
619-208-5852 | 877-296-6876 Toll Free
|
 Board Chair
Judy C. Hagar, CFP®
Wolters, Hagar & Pratt Financial Planning
judyhagar@gmail.com
6390 Greenwich Dr. #230
San Diego, CA 92122
858-550-7090 | 858-550-7099 fax
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FPA SDSU |
San Diego State University Financial Planning Association Student Chapter President
Alicia Butera
aliciabutera@aol.com
PO Box 880936
San Diego, CA 92168
408-833-4110
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FPA ADMINISTRATORS |
 Chapter Administrator
Linna Morgan
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 |
Awards
FPA Outstanding Achievement Award 2010, Financial Literacy - Pro Bono |
Emeritus Council (Past FPA of San Diego Presidents)
2010 Jon Beyrer, CFP®
2009 Jim Lingelbach, CFP®
2008 Hillel Katzeff, CFP®
2007 Christopher Rand, 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
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