2019 Board of Directors

President
Meghan Coolbaugh, MA, CFP®
Oak Street Advisory Group
Office: (949) 494-6820
President Elect
Fred L. Jin, CFP®
Compak Asset Management
Office: (949) 679-2500
Board Chairperson
Janet L. Larsen, CFP®, APMA®
STEP Financial
Office: (562) 384-7837
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
James Allen, CFP®, ChFC, RICP
Sterling Wealth Partners
Office: (714) 592-7705
Allied Professionals Chair
Mark P. Silberfarb, CFP®, TEP®, ChFC, CLU, AEP
Global Financial Institute, LLC
Office: (949) 207-7392
Business Success Chair
Aileen Danley, CFP®, MBA
Oak Street Advisory Group
Office: (949) 494-6820
Communications/Public Relations Chair
Monica Singhania, CFP®, CFA
Purposeful Financial
Office: (949) 328-1600
Community Outreach Chair
Robert Wallace, CFP®
Crown Wealth Management
Office: (714) 962-1800
Membership Chair
Jared Tanimoto, CFP®
Ascent Wealth
Office: (949) 535-3559
Partners Chair
Douglas Frazier, CFP®, AIF®
Pence Wealth
Office: (949) 660-8777
Programs Chair
Julie Bray, CFP®
GW Financial
Office: (714) 850-0534
Volunteer Development
Travis McShane, CFP®, CFA
Eclectic Associates, Inc.
Office: (714) 738-0220
Chapter Executive
Carol Bobke
FPA Orange County
Office: (877) 622-3729