Past Presidents of FPA Orange County
Throughout 2019, FPAOC also had continued success providing quality education to members, which we maintained as the forefront of our mission. Two of our four Quarterly Education Meetings were sold-out events. We also boasted a sold-out Orange County Tax and Financial Forum, held at The Pacific Club. While still providing great value to our partners, we decreased the amount of sponsored stage time, allowing for event attendees to have even more time spent learning, developing professionally and networking.
Volunteer board members and committee members of the FPAOC worked relentlessly to provide quality events and continually represented our group with dignity and poise. I am proud to have been able to lead a group of such accomplished individuals.
Meghan Coolbaugh, MA, CFP®
Our commitment to excellence resulted in three of the Orange County education meetings selling out. We co-hosted a Southern California conference that was held at UCLA Lake Arrowhead to rave reviews.
I enjoyed serving with the exceptional people of FPA of Orange County and helping to advance the profession of financial planning.
Janet L. Larsen, CFP®, APMA®
David K. MacLeod, CFP®, CFA
Wil Smith, CFP®
We worked really hard to serve our growing membership while having a lot of fun. We educated ourselves with keynote speakers at our Quarterly Education Meetings and study groups. We played with our children at our inaugural annual picnic and went to mixers. We took a cruise. With participation, engagement, and the assistance of multiple professional associations and our wonderful partners, this year’s Allied Professionals Summit was among the best we have ever had. The attendance was completely full, the speakers were terrific, and we enjoyed tremendous positive feedback from the attendees. We were recognized with two Outstanding Achievement Awards at the national Chapter Leaders Conference.
We also implemented:
Keep: What are the things that we should keep doing?
Stop: What are some things that we should stop doing?
Start: What are some things that we should start doing
We put the final touches to the Financial Philosophy for the chapter as we finished the year with healthy reserves.
We prospered in 2015 and finished strong with 545 members.
We worked together to “Put FPAOC on the Map!”
Andi Kang, CFP® CAP®
Howard Erman, MHA, CFP®, EA
We all stand where we are today because of what those who came before us were willing to dream, and do. Beyond carrying a debt of gratitude, we all have an obligation to “pay it forward,” and do what we can to help move the bar of accomplishment ever upward.
In this spirit, our Board took careful action to appreciate all that has come before us while also reorienting itself around new Why, Mission, and Vision statements, and making the commitment to actively use these for ongoing, guidance in both our short-term decision making, and long-term planning. Our process not only allowed us to examine our collective efforts, and whenever possible, refine our practices to achieve improved effectiveness, it also provided the space necessary to better understand how our local efforts could more effectively be used to simultaneously impact broader goals and objectives.
Due to the myriad projects and activities FPAOC traditionally executes so well, this Chapter continues to consistently rank among the best in the nation. This is a direct result of the ongoing, and oftentimes, uncelebrated efforts of so many who give of themselves unselfishly. From our Board, to all our volunteers, and our administrator, I say thank you, and encourage you all to keep up your worthwhile efforts and good work, while remembering these key ideas: Maintain your focus on who we’re here for and why we’re here; Develop true insight into your responsibilities and the organization at large; Make a commitment to ongoing quality improvement, collaboration, and to leading by example.”
William Cuthbertson, MBA, EA, CFP®
Michael J. Shockley, CFP®, J.D., MBA
Carolanne M. Chavanne, CFP®
Evelyn Zohlen, CFP®
Mark Rylance, CFP®
David L. Reagan, CFP®, CIMA®
Bob Brown, CFP®
David Little, CFP®
David McLain Duttenhofer, CFP®
Linda Barlow, CFP®
Marjorie Stanford Wray, CFP®
Glenn Woody, CFP®