Board Of Directors

David Allen
2017 President
David Allen, CFP®
True Wealth Advisory Group
(925) 934-9076
Thomas Bennett
2017 Presiden Elect
Thomas Bennett, CFP®, CLU®, CRPC®
UBIS LLC/Union Bank
(707) 980-1506
Gire
Secretary & Treasurer
Nancy Gire, CPA, CFP®
J.P. King Advisors
(925) 935-1555

Past President/Chairperson
Susan Danzig
Susan Danzig, LLC
(925) 954-1773

Teresa Riccobuono
Public Relations Director
Teresa Riccobuono
Simply Organized
(510) 381-8046
Megan Rouse
Co-Program Director
Megan Rouse, CFP®
Megan Rouse Financial Planning
(925) 999-8293

Co-Program Director
Eric M. Flett
Concentric Wealth Management
(925) 962-1100

Career Development and Scholarship Director
Hyun Joo Park, ChFC, CLU, LUTCF
Mass Mutual Pacific
(925) 949-7413


Co-Sponsorship Director
John Jordan
Flex Shares-Northern Trust
(707) 696-0190

Co-Sponsorship Director
Stonecrest
(415) 840-6815
Pare
Co-Advocacy Director
Frank Paré, CFP®
PF Wealth Management Group, LLC
(510) 986-0598

Co-Advocacy Director
Alise Kraus, ®
Mercer Advisors
(877) 494-5123


Co-Membership Director
Eric McCormack
Fidelity Investments
(800) 544-8235 ext. 52960

Co-Membership Director
Tom Mcneil
Hartford Funds
(925) 464-8102

Co-Pro Bono Director
Thomas Howard, MBA
Lodestar Private Asset Management
(925) 838-1234

Co-Pro Bono Director
Clay Selland, CPA
Signet Motgage
(925) 807-1500 ext. 303


Allied Professionals
Caorlyn Sweeney
Robert Half
(925) 930-8180 ext. 21519

Director at Large
Brian C. Gemmer
Gemmer Asset Management LLC
(925) 933-3786

Director at Large
Damien Couture, CFP®
Walnut Creek Wealth Management
(925) 280-1800 ext. 101

Past President
Barry Mendelson, CFP®
ZRC Wealth Management Inc.
(925) 962-5600

Not Members of the Board of Directors But of Service to the Board


Chapter Executive
Krysta M. Patterson
FPA of the East Bay
(925) 778-1165
Rodrigues
Chapter Executive
Wade Rodrigues
FPA of the East Bay
(925) 778-1165