Our chapter is grateful to Linda Lewis for all that she does as a member of our Partners Committee and for her constant support of our allied professionals efforts. Linda, a reverse mortgage specialist with Resolute Bank, has been a member of FPA since 2008. Thank you, Linda, for all your hard work!
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
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
Join your fellow FPAOC members at Advocacy Day 2018 in Washington, D.C., on June 6-7, 2018!
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
2018 Gathering Conference: June 24 – 26, 2018
University of California – Santa Barbara
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.