Member-Get-A-Member Program Doubles for August!


1. Refer a colleague at
2. FPA will send an invitation to join on your behalf
3. Get rewarded! Save money on your dues renewal for each new member who joins.

Receive $50 toward your dues renewal for each FPA CFP® Professional and Allied Professional member referred.
Receive $20 toward your dues renewal for each Faculty, CFP® Certificant and CFP® Candidate member referred.
The more you refer, the … Read More

FPAOC Member David Nanigian Wins Cal State Fullerton Faculty Student Service Award

Congratulations to David Nanigian, Ph.D., CFP®, Associate Professor of Finance and the Personal Financial Planning Program Director of the Mihaylo College of Business and Economics, California State University, Fullerton, for winning this year’s Faculty Student Service Award from the Mihaylo College of Business. This prestigious $1,000 award honors a full-time faculty member for providing outstanding service to students. Nanigian is donating the entire $1,000 cash award to the Mihaylo College’s Financial Planning Program so that he can further his personal … Read More

FPA Member Maria Kutscher to Speak at State of Orange County Event


FPAOC Member and past board chair, Maria Kutscher, will be one of the keynote panelists at The State of Orange County – A CFAOC Women in Finance Event. The panel, which also includes Orange County Treasurer, Shari Freidenrich, will be at The Pacific Club in Newport Beach on Thursday, April 12th, from 11:30 AM – 1:30 PM. More information and registration can be found here.Read More

Congratulations to FPA Member and Author, Kelly DiGonzini


Congratulations to FPA Member Kelly DiGonzini, CFP®, MST, of Beacon Pointe Wealth Advisors, on the publication of her new book, Your Dollars, Our Sense. Kelly, along with six colleagues, wrote the book based on their weekly personal finance emails called The Sense.

The Sense was inspired by the women of Beacon Pointe Advisors. In 2014, they set out on a mission to combine the most sought after financial guidance, carefully reflecting on thousands of discussions with clients, family members … Read More

In the Spotlight!



FPAOC Members Maria Kutscher, U.S. Trust, Bank of America Private Wealth Management, and Barbara Meyers, Meyers Financial Group, are dancing, singing, and giving of their time as cast members in this year’s CHOC Follies musical, “Footloose.” The Follies is the annual fundraiser for CHOC Hospital, taking place March 29-31 at the Robert B. Moore Theatre on the Orange Coast College Campus in Costa Mesa.

Get tickets by clicking on a cast member’s picture on For general information, … Read More

President’s Message (Nov/Dec 2017)

As we approach the holidays and the year starts to wind down, we reflect, and we look ahead to 2018.

But first, please register today for the upcoming Quarterly Education Meeting on November 15th. Our Program Committee has put together another outstanding meeting agenda.

Rather than rattle off a list of accomplishments (there have been many – please read about recent successes later in this newsletter), I want to remind us of why our organization exists.

FPA of Orange County … Read More