2020 Board of Directors

President
Jared Tanimoto, CFP®
Ascent Wealth
Office: (949) 535-3559
President Elect
Travis McShane, CFP®, CFA
Eclectic Associates, Inc.
Office: (714) 738-0220
Board Chairperson
Fred L. Jin, CFP®
Compak Asset Management
Office: (949) 679-2500
Treasurer
Sandra M. Juranich, CPA, CFP®
Office: (714) 321-0718
Secretary
Aileen Danley, CFP®, MBA
Oak Street Advisory Group
Office: (949) 494-6820
Advocacy Chair
James Allen, CFP®, ChFC, RICP
Anchor Bay Capital
Office: (760) 602-3470
Allied Professionals Chair
Hugh Sanders
Hugh A. Sanders, PC
Office: (949) 619-6899
Community Outreach Chair
Mark Phillips, MBA, CFP®, AIF®, CDFA®
Clearview Wealth Management, LLC
Office: (949) 333-6394
Membership Chair
Lilly McBee
AAG/American Advisors Group
Office: (714) 348-5978
Partners Chair
Scot Shier, CFP®
Quintessential Financial Corp.
Office: (949) 770-7555
NexGen Chair
Leslie Rea, CFP®,MBA
The Bahnsen Group
Office: (949) 877-5006
Programs Chair
Glenn Yasukochi, CFP®, CRPC®
Sole Proprietor
Office: 818-469-9515
Volunteer Development
Eric Kimbro
StoneKimbro Financial Services
Office: (714) 267-7778
Chapter Executive
Kaity Van Amersfort
FPA Orange County
Office: (626) 510-4085