2023 Board of Directors


Director of Corporate Relations

David Tassone, CFP

Kaye Capital

President Elect

Director of New Professionals

Katrina Soelter

KCS Wealth Advisory


Jon Bacon, CFP

EP WealthAdvisors


Michael Johnston, CMA

Water Mark Home Loans


Jamie Rugg, CFP

Highline Wealth Partners

Director of Membership

Carl Walsh

C2 Financial

Director of Communications

La Tanya Harris

Voya Financial

Director of Programs

Jonathan Gruber, CFP

Capstone Partners Financial

& Insurance Services

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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, PO Box 4130  Scottsdale AZ 85261