Advocacy Committee

Collaborates with the FPA of California state-wide chapter to bring attention and awareness to public policy, topics and issues facing the financial planning industry and financial planners. We work to coordinate local and statewide advocacy events held twice a year where we meet with members elected state and federal representatives and regulatory bodies. We look to build relationships with these individuals to support initiatives like title protection for financial planners, and advocating for financial literacy in schools.

More Information on Advocacy Committee Reach Out to: Jamie Rugg, CFP

Finance Committee

Works to align revenue and expenses in support of the goals, vision and growth of FPALA.

More Information on Finance Committee Reach Out to: Jonathan Bacon

Membership Committee

Reaches out to new and existing members on upcoming events and the resources available at FPALA as well as encourages or directs members to appropriate resources as well as showcasing members.

More Information on Membership Committee Reach Out to: Carl Walsh

NexGen Committee

Provides a platform for new and growing advisors in the Los Angeles area to strengthen their financial planning practice, build a community of financial advisors in the first ten years of their practice, and bolster the financial planning profession in the Greater Los Angeles area.

More Information on NexGen Committee Reach Out to: Katrina Soelter

Pro Bono Committee

Cultivates, organizes and executes pro bono financial planning opportunities for FPA members to serve our local Los Angeles community. We produce pro bono events where CFP® professionals provide one-on-one financial planning sessions, or lead financial planning workshops to underserved individuals in the LA area.

More Information on Pro Bono Committee Reach Out to: Jamie Rugg

Programs Committee

Creates camaraderie among members, programs committee identifies event locations and sponsorship partners, and relays information to programs director to run formal logistics on scheduling.

More Information on Programs Committee Reach Out to: Jonathan Gruber, CFP

Sponsorship Committee

Brings together national and local corporate sponsors to cultivate professional relationships to serve as the lifeline for any and all FPA LA events.

More Information on Sponsorship Committee Reach Out to: David Tassone

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Financial Planning Association of Los Angeles is a 501(c)(6) non-profit organization.

Phone:  (323) 510-4870    Mail:  In care of Premium Organization, P.O. Box 4130  Scottsdale, AZ 85261