2025 Board of Directors

President 

Director of Programs

Jonathan Gruber, CFP®

Capstone Partners Financial

& Insurance Services



Vice President, Director of DEI &

Director of NexGen

Uziel Gomez

Primeros Financial



Secretary 

Gloria Cisneros

LourdMurray



Treasurer

Elliot Rosenbrg

Rosenberg & Kawabata Law

Director of Corporate Relations

David Tassone, CFP®

Solid Wealth Advisors



Director of Membership

Martin Irani

Cheviot Value Management


Director of Communications

Theresa Pablos

Wealth Enhancement Group


Director of Advocacy and Co-Director of Public Pro-Bono

Jamie Rugg, CFP®

Highline Wealth Partners


Director of Public Pro-Bono

Amy Born, CFP®, CFA

SVB Private

Co-Director of Membership

Carl Walsh

C2 Financial Corporation



Chairperson &  Director of Programs

Katrina Soelter, CFP®

Equalis Financial




© 2024 FPA of Los Angeles - All rights reserved
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

Refund Policy   Privacy Policy   Website Terms and Conditions