|
|
President
Suzanne Lawrence
Advisor Business Solutions
562-439-4804
slawrence@advisorbusinesssolutions.com
|
 |
President Elect
Cristina Fuentes, CFP®
Ameriprise Financial
(626) 744-9760
christine.x.fuentes@ampf.com
|
|
|
Treasurer
Jeff Rollert
ALM Advisors, Inc.
626-432-5600 ext 810
jrollert@almadvisors.com
|
|
|
CE Coordinator
Jim Stewart, CFP®
RPM Retirement Portfolios
& Management
626-915-4545
RPM.MGMT@verizon.net
|
 |
Facilities
Larry Stratton, J.D.
Stratton Financial Services
626-695-4803 (cell)
dean.stratton@gmail.com
|
|
|
Membership
Andrew Chou, CFP®
Westmount Asset
Management, LLC
310-556-2502
achou@westmount.com
|
|
|
Chapter Executive
Martha Döbler
909-456-0527
marthadobler@fpasgv.org
|
