2023 Board of Directors


Director of Corporate Relations

David Tassone, CFP®

Kaye Capital


Director of New Professionals

Katrina Soelter, CFP®

Equalis Financial


Jon Bacon, CFP®

EP WealthAdvisors


Michael Johnston, CMA

Water Mark Home Loans


 Director of Advocacy

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