Special Acknowledgements

FPAOC’s Volunteers of the Year

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2017
Julie Bray, CFP®

Julie Bray is constantly striving to improve our already stellar FPAOC Programs and bring the highest-rated speakers to our Quarterly Education Meetings. She works alongside other Southern California chapters to ensure that together we are meeting the educational needs of our members. Julie served two years as Director of the Programs Committee in 2014-2015, and she is coming back on the board to lead the committee again. Thank you, Julie, for all you do!


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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, President, MBA, MS, CFP®


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2011
Kevin Henss, CFP®, MA


FPAOC’s Volunteer of the Quarter

2018

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

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