Special Acknowledgements

FPAOC Volunteers of the Year

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2018
Bonnie S. Stramer, CFP®

Bonnie Stramer embodies the combination of welcoming warmth and capable intelligence that we find in the best chapter volunteers. She served on the Programs Committee for several years before coming on the Board of Directors first as the Communications Chair and then Secretary. Bonnie is appreciated now for her ability to fill whatever need arises. She is part of the Programs Committee, the Volunteer Development Committee, and the Community Outreach Committee. Thank you, Bonnie, for all you do!


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2017
Julie Bray, CFP®


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2016
Fred Jin, CFP®, CRCP®


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2015
Karmen Younes


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2014
Linda Barlow CFP®


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2013
Aileen Danley MBA, CFP®


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2012
Evelyn Zohlen, MBA, MS, CFP®


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2011
Kevin Henss, CFP®, MA


FPAOC’s Volunteer of the Quarter

2019

2nd Quarter
1st Quarter – Balaji Rao

2018

4th Quarter – Leslie Rea
3rd Quarter – Mark Powell
2nd Quarter – Linda Lewis
1st Quarter – Scot Shier

2017

4th Quarter – Sandy Juranich
3rd Quarter – Julie Bray
2nd Quarter – Robert Wallace
1st Quarter – Ashley Bleckner

2016

4th Quarter – Susan Goodman
3rd Quarter – Fred Jin
2nd Quarter – Kimberly McFee
1st Quarter – Mark Pendergast

2015

4th Quarter – Kevin Henss
3rd Quarter – Meghan Coolbaugh
2nd Quarter – Janet Larsen
1st Quarter – Maria Kutscher

2014

4th Quarter – David MacLeod
3rd Quarter – Andrew Scammon
2nd Quarter – Tracy Fozdar
1st Quarter – Karmen Younes

2013

4th Quarter – Bob Welge
3rd Quarter – Kimberly McFee
2nd Quarter – Aileen Danley
1st Quarter – Renee Trommler


Chapter Awards

2018 Two Outstanding Achievement Awards – Pro Bono Through Advocacy and Corporate Partnership Program

2016 Three Outstanding Achievement Awards – Leadership Development (Future Leaders Group), Technology/Website Development (FPAOC’s use of Office 365), and for the Financial Philosophy created by the Board of Directors.

2015 Two Outstanding Achievement Awards – Membership (“I AM FPA of Orange County” video) and Financial Planning Week (linking the California State Controller’s Office 2014 Manage Your Money Week with our Orange County Financial Planning Day)

2014 Outstanding Achievement Award – FPAOC Innovative Education (Quarterly Chapter Dinner)

2013 Outstanding Achievement Award – FPAOC Events Bulletin

2013 Roadmap to Success – Gold Level Achievement

2013 Blue Ribbon Best Practices Award

2012 FPA Outstanding Achievement Award – Innovative Education

2012 FPA Outstanding Achievement Award – Career Development

2011 FPA Outstanding Achievement Award – Partnering with Like-Minded Organizations