FPAOC’S Partners

Our Platinum, Gold and Silver Partners will have representatives, our guests, at each quarterly meeting and other FPA of Orange County events.

 

Our Platinum Partners will have representatives, our guests, at each quarterly meeting and other FPA of Orange County events. Please take a few minutes to introduce yourself and thank them for making possible the many services they are providing to our membership and the community in which we live and work. Always perform your own due diligence before engaging any professional.

Contact: David Allen Brown
Phone: (949) 453-2900
Website: www.brownandstreza.com

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

 

Our Gold Partners will have representatives, our guests, at each quarterly meeting and other FPA of Orange County events. Please take a few minutes to introduce yourself and thank them for making possible the many services they are providing to our membership and the community in which we live and work. Always perform your own due diligence before engaging any professional.

Contact: Chad Cochran, RIA Regional Consultant
Mobile: (203) 858-1617
Office: (800) 247 4154 ext. 3427
Website: www.alliancebernstein.com
Contact: Raleigh Watson,
RIA & Bank Trust Specialist, Western US
Mobile: (858) 999-5042
Website: www.alliancebernstein.com

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

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

Contact: Sean Mihal
Phone: (310) 893-9278
Website: www.weitzinvestments.com

Contact: Cyndia Crafton, Director,
West Region, Business Development
Phone: (855) 882-0363
Website: www.joincambridge.com

OC OFFICE:
Contact: James Regitz or Aileen Grant
Newport Advisory
Phone: (949) 622-9000
Website: www.NewportAdvisory.com

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

Contact: Damian Eckstein
Phone: (949) 328-0618
Website: www.americanfunds.com/advisor

Contact: John Leon
Phone: (949) 241-6612
Website: investor.vanguard.com/corporate-portal

Our Silver Partners will have representatives, our guests, at each quarterly meeting and other FPA of Orange County events. Please take a few minutes to introduce yourself and thank them for making possible the many services they are providing to our membership and the community in which we live and work. Always perform your own due diligence before engaging any professional.

Contact: Tim Bryan
Phone: (801) 983-4125
Website: www.wasatchfunds.com

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

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

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

Contact: John J. Leonard
Phone: (619) 206-0785
Website: www.jpmorganfunds.com

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

Contact: Andrew Scammon
Phone: (562) 743-0111
Website: www.effectiveretirement.com

Contact: Eric Miller
Phone: (562) 682-0746
Website: alpinemc.com/ericmiller

Contact: Nick Rosenthal
Phone: (949) 514-1160
Website: www.griffincapital.com

Contact: Traci Stier
Phone: (714) 369-4887
Website: www.loandepot.com/tstier

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