About The FPA of the East Bay

The CERTIFIED FINANCIAL PLANNER™ professional’s partner in planning.

Since our founding in 2000 with the merger of the IAFP and ICFP, FPA has been the CERTIFIED FINANCIAL PLANNER™ professional’s partner in planning by helping them realize their vision of success with practice support, learning, advocacy, and networking.

Curious about what it’s like to be on our Board?

Come shadow a board meeting, which take place for about an hour after our monthly chapter meetings. To learn more about opportunities to join the board, or to attend a Board meeting as a guest, please contact our Current President.

The FPA East Bay Board​ of Directors is responsible for setting the vision and strategic direction for the Financial Planning Association.

Using FPA’s core beliefs as the key filters for making decisions in a fiduciary capacity on behalf of members and constituents, Board members must think strategically, engage in open dialogue, and work collaboratively.

Board members (excluding the president-elect, president, and past president) are elected to an initial three-year term, based on the calendar year.

Those who are elected to the Executive Committee serve an additional three years, one year each as president-elect, pre​sident, and past president, in that order. FPA’s CEO serves as Board secretary.

2026 Board Of Directors

Carlson, Brian T.
Brian Carlson, CIMA®, CFP®
2026 President
President-Elect and Sponsorship Chair
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President Elect
TBA
Karen White
Karen White
Secretary/Treasurer

Longbridge-Financial

Liz Mintzer, CFP®
Director of Programs
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Director of Advocacy
TBA
Mary Ballin, CFP®, CDFA®
Mary Ballin, CFP®, CDFA®
Director of Pro Bono

Perigon Wealth Management

Clay Selland, CPA, CRMP
Past President

Principal Problem Solver
Signet Reverse Mortgage

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Director of NexGen
TBA
Lucien Cazenave
Lucien Cazenave
Director at Large

The Gunderman Group

Liz Cassal
Liz Cassal
Director of Career Development & Scholarship

Baron Capital Group

Argenis David Biscardi, CFP® ChFC® WMCP®
Argenis David Biscardi, CFP® ChFC® WMCP®
Director at Large
Pacific Financial Partners
Emily Tsai, CPA
Emily Tsai, CPA
Director of Marketing/PR/Communications
CBIZ CPAs
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Director at Large- NorCal Conference
TBA
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Director of Allied Professional
TBA
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Director of Membership
TBA
Hayes Alex CIMA
Alex Hayes, CIMA
Director of Sponsorship/Partnership
Tom Croxton
Tom Croxton
Director at Large
Mike O'Connor, CWS
Michael O'Connor, CWS
Director at Large

Chapter Administrators

Krysta M. Patterson
Krysta Patterson
Executive Director

FPA of the East Bay
(925) 778-1165

In my position as Chapter Administrator, I strive to provide exceptional administrative and management solutions to the FPA of the East Bay Chapter. I am passionate about giving more than expected, resulting in long-term valued relationships and prosperity for this wonderful organization. 

Wade Rodrigues
Wade Rodrigues
Chapter Administrator

FPA of the East Bay
(925) 778-1165

In my position as co-Chapter Administrator, my goal is to be a supportive component of the overall functions and operations of FPA of the East Bay Chapter.

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