Committees

Getting involved in the Financial Planning Association of the East Bay by joining one of the committees is a great way to enhance your leadership skills and make connections with other FPA EB Chapter members. If you are interested in learning more about any position, please contact the Director of the committee. We are currently seeking volunteers for the positions listed below:

Career Development Committee
If you are interested in learning more about this committee, please contact our, Directors of Career Development at
Hyun Joo Park
Mass Mutual Pacific
(925) 949-7413

Corporate Sponsorship Committee
If you are interested in learning more about this committee, please contact our Directors of Corporate Sponsors at
John Jordan
Flex Shares-Northern Trust
(707) 696-0190
Kara Paik, JD
Stonecrest
(415) 840-6815

Allied Professionals Committee
If you are interested in learning more about this committee, please contact our Director of Allied Professions at
Carolyn Sweeney
Robert Half
(925) 930-8180 ext. 21519

Membership Committee
If you are interested in learning more about this committee, please contact our Director of Membership at
Tom McNeil
Hartford Funds
(925) 464-8102
Eric McCormick
Fidelity Investments
(800) 544-8235 ext. 52960

NexGen Committee
If you are interested in learning more about this committee, please contact our Director of NexGen at
Alise Kraus
Mercer Advisors
(877) 494-5123

Public Relations & Media Committee
If you are interested in learning more about this committee, please contact our Directors of PR & Media at
Teresa Riccobuono
Simply Organized
(510) 381-8046

Pro Bono Committee
If you are interested in learning more about this committee, please contact our Director of Pro Bono at
Thomas Howard, CFP®
Lodestar Private Asset Management
(925) 838-1234
Clay Selland, CPA
Signet Motgage
(925) 807-1500 ext. 303

Programs Committee
If you are interested in learning more about this committee, please contact our Directors of Programs at
Megan Rouse, CFP®
Megan Rouse Financial Planning
(925) 999-8293
Eric Flett
Concentric Wealth Management
(925) 962-1100