May 19 QEM Resources Page

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FPAOC Pro Bono/Community Outreach Resources

Thanks for participating in our Quarterly Educational Event! 
You can download our session schedule here: 

 

 

As a reminder, if you are a FPA member you can get $200 off the CFP Exam just by calling the CFP Board before you register. FPAOC also awards three $200 scholarships to deserving chapter members each year. For more information, reach out to membership@fpaoc.org for more information. FPA also puts on quarterly virtual media training for all members. This is a great way to become an expert for journalists looking to speak on the record about financial planning. For more information, visit: www.financialplanningassociation.org/lead/media-training. 

Our next Quarterly Education Meeting will take place on Wednesday, August 18. 

BIG THANKS to our partners for bringing trusted business solutions to our quarterly education events. They are here to help you and your business.


Some of our presentations are available for donwload- see attachments below. 

 

Thank you to our FPAOC Gold Partners!

CNL Securities, Steph Laflamme
Producers Choice, Scott Heinila
Anand Sheth, Pulse 360

Thank you to our FPAOC Silver Partners!

Hines Securities
Connect with Vanguard
Connect with Weitz Investments
Connect with SSG
Connect with T.Rowe Price
Connect with Griffin Capital
Connect with Thornburg

Thank you to our FPAOC Bronze Partners!

Connect with DPL today.
Connect with AAG
Connect with Eclectic
Connect with Cantor Fitzgerald
Connect with Harbor Funds
Connect with High Tech Lending
Connect with Prudential
Connect with Scholarshare
Connect with UCI

Partner Contact Details:

CNL Securities: Steph M. Laflamme, Regional Vice President • steph.laflamme@cnl.com (866)245-3885 • https://www.cnlsecurities.com/

Producers Choice Network: Scott Heinila, Regional Director, 949.503.3107 Direct, scotth@mailpcwest.com

Pulse 360: Anand Sheth, Founder, 951-254-2373, anand@pulse360.com

Hines: Ben Garate, Regional Director • ben.garate@hines.com, Office Phone: (888) 446-3773 x7749 • Cell Phone: (310) 415-5092 • www.hinessecurities.com

Vanguard: John Leon, John_Leon@Vanguard.com • (310) 994-3077 • advisors.vanguard.com

Weitz: Joe Merlo • jmerlo@weitzinvestments.com • (402) 384-5340 • www.weitzinvestments.com

SSG: Barry Boyte, Executive Vice President • bboyte@ssginstitutional.com, (858) 530-1031 • www.ssginstitutional.com

T. Rowe Price: Matthew Jones, CFA®, US Intermediaries, Regional Sales Manager, matthew.jones@troweprice.com • (410) 274-5671 • www.troweprice.com/fi

Griffin Capital: Nick Rosenthal, Senior Vice President, 949-514-1160, nrosenthal@griffincapital.com

Thornburg:  Jesse Neerdaels, CFP, CIMA®, CFS® ​, Senior Investment Consultant - Southern California, 310.707.7760, jneerdaels@thornburg.com
Bryan Treadway, Advisor Solutions Consultant - Southern California, 505.467.7234, btreadway@thornburg.com

AAG: Lilly McBee, Mortgage Planning Professional, NMLS #384875 • LMcBee@aag.com (888)988-6939 x8631 • www.aag.expert/lillymcbee

Cantor Fitzgerald: Jason Hayes, Senior Vice President • Jason.Hayes@cantor.com • (310) 245-7855 • www.cantor.com

DPL: Jenn Czubak • jczubak@dplfp.com • 502-442-7215 • www.dplfp.com

Eclectic: David Little, CFP, CFA, President • dave@eclecticassociates.com, Carl Lachman, CFP, MBA, Vice President • CL2@eclecticassociates.com, 
David MacLeod, CFP, CFA, Financial Advisor • dmacleod@eclecticassociates.com Phone: (714) 738-0220 • www.eclecticassociates.com

Harbor Funds: Tyler VanZandt, SVP, Regional Investment Consultant • tyler.vanzandt@harborfunds.com, (312) 443-4507 • www.harborfunds.com

High Tech Lending: Renee & Robert Trommler, rtrommler@hightechlending.com, renee.trommler@gmail.com, 714-669-8313, www.rtrommler.totallyreverse.com

Prudential: Ben Barchey, Regional Vice President, 949-568-0593, benjamin.barchey@prudential.com

Scholarshare/TIAA: Mike Diephouse, 949-809-2695, mdiephouse@tiaa.org

UCI: Financeprograms@ce.uci.edu, 949-824-4661, ce.uci.edu