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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 | .jpg) 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 |
