2024 Board of Directors


Director of New Professionals

Katrina Soelter, CFP®

Equalis Financial

Chairperson/ Director of Corporate Relations

David Tassone, CFP®

Solid Wealth Advisors


Jon Bacon, CFP®

EP WealthAdvisors


Elliot Rosenberg

Rosenberg & Kawabata Law

President-Elect/ Director of Programs

Jonathan Gruber, CFP®

Capstone Partners Financial

& Insurance Services

Director of Membership

Carl Walsh

C2 Financial

Director of Communications

Theresa Pablos

Wealth Enhancement Group

 Director of Advocacy

Jamie Rugg, CFP®

Highline Wealth Partners

Director of Public Pro-Bono 

Amy Born

SVB Private

Director of NexGen

Michelle Herd

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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