2017 BOARD OF DIRECTORS

2017 President
David K. MacLeod, CFP CFA
Eclectic Associates, Inc.
Office: (714) 738-0220
President Elect
Janet L. Larsen, CFP, CaFT, APMA
STEP Financial
Office: (562) 384-7837
Board Chairperson
Wil Smith, CFP
Prudence Wealth Advisory
Office: (949) 791-7783
Treasurer
Jacqueline S. Zweig, CPA, CFP
Jacqueline S. Zweig, Inc.
Office: (949) 553-1040x24
Secretary
H. Robert Welge, AAMS
Roberts Financial Management
Office: (714) 593-2312
Advocacy Chair
Steve J. Carder, MBA, CFP, CRPC
Sagemark Consulting
Office: (949) 474-6834
Allied Professionals Chair
Mark P. Silberfarb, CFP, TEP, ChFC, CLU, AEP
Global Financial Institute, LLC
Office: (949) 207-7392
Communications Chair
Megan Chiramal, CFP
Office: (408) 396-1975
Membership Chair
Meghan Coolbaugh, CFP
Duttenhofer Advisory Group
Office: (949) 494-6820
Partners Chair
Balaji Rao, MBA
Waddell & Reed
Office: (714) 437 7510 x 187
Pro Bono / Community Outreach
Fred L. Jin, CFP
Compak Asset Management
Office: (949) 679-2500
Programs Chair
Ryan Price, CFP, ChFC, CLU, CRPC, AWMA
Principal Financial Group
Office: (949) 988-5514
Public Relations Chair
Patricia Heaton Parker, CFP, CDFA, CEP
Barlow & Parker Wealth Managers
Office: (949) 432-6855
Volunteer Development
Karmen Younes
Office: (949) 338-3802
Chapter Administrator
Carol Bobke
FPA Orange County
Office: (877) 622-3729
 
2549-B Eastbluff Drive #220, Newport Beach, CA 92660-3500 | 877-622-3729