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Home
About
About FPA East Bay
About FPA National
Board Of Directors
FPA East Bay Bylaws
Committees
Newsletters
Volunteer Opportunities
Events
FPA East Bay Events
FPA East Bay Past Events
FPA National Events
Membership
Membership Benefits
Preferred Providers
Join or Renew
Career Development
Employment Opportunities & Classifieds
Scholarships
Study Groups
NexGen
Resources
Financial Professionals
Consumers
Estate Planning FAQ
Financial Planning FAQ
Investment Advisor FAQ
Retirement Planning FAQ
What is a CFP?
What Is An Investment Advisor?
Sponsors
Sponsor Circle
Why Become a Sponsor
How to Advertise
FPA Advocacy
Board Of Directors
2018 President
Thomas Bennett, CFP
®
, CLU
®
, CRPC
®
UBIS LLC/Union Bank
(707) 980-1506
2018 Presiden Elect
Thomas Howard, M
BA
Lodestar Private Asset Management
(925) 838-1234
Secretary & Treasurer
Nancy Gire, CPA, CFP®
(510) 758-8424
Past President/Chairperson
David Allen, CFP®
True Wealth Advisory Group
(925) 934-9076
Public Relations Director
Teresa Riccobuono
Simply Organized
(510) 381-8046
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
Kara Paik, JD
Stonecrest
(415) 840-6815
Advocacy Director
Alise Kraus, CFP®
Mercer Advisors
(877) 494-5123
Co-Membership Director
Eric McCormick
Fidelity Investments
(800) 544-8235 ext. 52960
Co-Membership Director
Mike Whitney
Russell Investments
(303) 618-4044
Co-Pro Bono Director
Corey Silva
MFS Investment Management
(415) 676-7801
Co-Pro Bono Director
Clay Selland, CPA
Signet Mortgage
(925) 807-1500 ext. 303
Director at Large
Susan Danzig
Susan Danzig, LLC
(925) 954-1773
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
Chapter Executive
Wade Rodrigues
FPA of the East Bay
(925) 778-1165
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