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 |