FPAOC’S Partners

FPAOC is thankful to all our Partners for supporting the mission and activities of our chapter and for coming alongside our members to grow their businesses. Our Partners will have representatives at each quarterly meeting and other FPA of Orange County events, please take a few minutes to introduce yourself, find out how they might help you, and please thank them for making possible all that we do to grow financial planning! (As always, perform your own due diligence before engaging any professional.)


Contact: Shawnette Gauer
Phone: (949) 720-4954
Website: www.schwabadvisorcenter.com

Contact: Steph M. Laflamme, Regional Vice President
Phone: (866) 245-3885
Website: www.cnlsecurities.com

Contact: Sherri Page
Phone: (714)595-9044

Contact: Renee and Robert Trommler
Office Phone: (714) 669-8313
Renee’s Cell: (714) 856-9554
Robert’s Cell: (714) 856-9555
Website: www.rtrommler.totallyreverse.com

Contact: Cory Harkleroad, CEO
Direct: (469) 702-1031
Mobile: (316) 208-7100
Website: www.hjh1031.com

Contact: Ben Widders
Phone: (661) 678-1338
Website: www.innovativeportfolios.com

Contact: Chad Givens
Phone: (415) 595-5720
Website: www.nuveen.com

Contact: Ryan Grant, Producing Area Manager
Phone: (949)651-6300
Website: www.RyanGrantTeam.com

Contact: Tyler VanZandt, Vice President
Phone: (310) 984-4875
Website: www.troweprice.com

Contact: John Gould
Phone: (877) 215-1330 ext. 7125
Website: www.thornburg.com

Contact: John Leon
Phone: (310) 994-3077
Website: advisors.vanguard.com


Contact: Rob Forrester, MBA, CIMA, Senior Vice President, Director – Western Division
Phone: (888) 805-42424
Website: www.alliancebernstein.com

Contact: Mac Winchester, CMFC®, APMA®, Regional Manager, Advisor Services
Phone: (201) 827-2306
Website: www.lordabbett.com/

Contact: Doug Brown, Business Development Executive
Phone: (602) 743-4169
Website: www.northerntrust.com

Contact: Peter Kote
Phone: (949) 600-8625
Website: www.trusteepro.com

Contact: Mike Diephouse, Senior Consultant
Phone: (949) 809-2695
Website: www.scholarshare.com

Contact: Chris Grant
Phone: (801) 983-4125
Website: www.wasatchfunds.com

Contact: Matthew Baldridge, Senior Sales Executive
Phone: (714) 348-1461
Website: www.alpsfunds.com

Contact: Andrew Ballard, CIMA®
Phone: (414) 298-4984
Website: www.bairdequityassetmanagement.com

Contact: Cynthia Grether
Phone: (805) 493-3325
Website: www.callutheran.edu

Contact: Jason Hayes, Senior Vice President
Phone: (310) 245-7855
Website: http://www.cantor.com/

Contact: Tanis Alonso, Account Executive
Phone: (877) 464-1066
Website: www.cloanc.com

Contact: Tim Rembowski, Senior Consultant
Phone: (502) 398-6772
Website: www.dplfp.com

David Little, CFP, CFA, President
Carl Lachman, CFP, MBA, Vice President
David MacLeod, CFP, CFA, Financial Advisor
Phone: (714) 738-0220

Contact: John J. Leonard, Executive Director, Client Advisor
Phone: (619) 206-0785

Contact: Chris M. Johnson, Executive Director
Phone: (949) 246-8997

Website: www.jpmorganfunds.com

Contact: UESP Professional Services Team
Phone: (888) 529-1886
Website: advisor.uesp.org

Contact: Scott Monroe
Phone: (949) 366-4161
Website: www.tdainstitutional.com

Contact: Francine Berg
Phone: (949) 824-4661
Website: unex.uci.edu

Contact: Jessica Nagengast, CFP®
Phone: (402) 384-5324
Website: www.weitzinvestments.com

Contact: Don Pelgrim
Phone: (866) 575-5070
Website: www.wilshirefp.com


Other Partners

Contact: Mark Netjes, Senior Vice President - Business Development
Phone: (312) 651-6021
Website: www.advyzon.com

Contact: Jeff Omdahl, Vice President, Sales
Phone: (571) 340-2565
Website: www.folioinstitutional.com

Contact: Ben Garate, Regional Director
Phone: (888) 446-3773 x7749
Website: www.hinessecurities.com