2018 Board of Directors

President
Janet L. Larsen, CFP®, CeFT®, APMA®
STEP Financial
Office: (562) 384-7837
President Elect
Meghan Coolbaugh, MA, CFP®
Oak Street Advisory Group
Office: (949) 494-6820
Board Chairperson
David K. MacLeod, CFP®, CFA
Eclectic Associates, Inc.
Office: (714) 738-0220
Treasurer
Sandra M. Juranich, CPA, CFP®
Office: (714) 321-0718
Secretary
H. Robert Welge, AAMS
Robert’s 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/Public Relations Chair
Monica Singhania
Office: (224) 358-8534
Membership Chair
Jared Tanimoto, CFP®
Ascent Wealth
Office: (949) 535-3559
Partners Chair
Balaji Rao, MBA
Waddell & Reed
Office: (714) 437 7510 x 187
Community Outreach Chair
Fred L. Jin, CFP®
Compak Asset Management
Office: (949) 679-2500
Programs Chair
Julie Bray, CFP®
GW Financial
Office: (714) 850-0534
Volunteer Development
Karmen Younes
JanHobbs Financial Group
Office: (949) 338-3802
Chapter Executive
Carol Bobke
FPA Orange County
Office: (877) 622-3729