The Financial Planning Association of San Diego

 

Register for Events

 


PUBLIC RELATIONS COMMITTEE

Purpose:
To increase visibility of the FPA and its members!

What’s in it for you?
-Enhance your Public Relations skills to help your business!
-Increase visibility in your own community
-Meet other members and benefit from networking


David Lawrence
Public Relations Committee Chair
Dlawrence@efficientpractice.com

Ask David Lawrence for more info or to join his committee.



PUBLIC AWARENESS COMMITTEE

Purpose:
To increase the public’s awareness of FPA SD and the financial planning profession

What’s in it for you?
-Enhance your Public Awareness and promotion skills to help your business!
-Increase visibility in your own community
-Meet other members and benefit from networking


Matthew Costanzo

Public Awareness Committee Chair
Matthew@ajcostanzo.com

Ask Matthew Costanzo for more info or to join his committee.




PRO BONO COMMITTEE

Purpose:
To Bring Financial Planning to those in need!

What’s in it for you?
-Help build and run pro bono programs that assist people in need, strengthen ties with our community, and raise awareness of the financial planning profession


Cathie Restivo

Pro Bono Committee Chair
cathie@LFEinstitute.com

Ask Cathie Restivo for more info or to join her committee.




GOVERNMENT RELATIONS / PROFESSIONAL ADVOCACY COMMITTEE

Purpose:
To advocate for the profession and inform members of key developments

What’s in it for you?
-
Be an advocate for our members
-Learn/strengthen government relations skills!
-Learn about FPA & meet others
-Share ideas and have a voice in the future of FPA!

Troy Daum
Government Relations / Professional Advocacy Committee Chair
Troy@Wealthanalytics.com


Ask Troy Daum for more info or to join his committee.




MEMBERSHIP COMMITTEE

Purpose:
To enlist new members & retain existing members

What’s In it for you?
-Meet new friends & colleagues
-Network with your peers to share business ideas
-Help your industry’s association continue to THRIVE!


Gil Armour

Membership Committee Chair
Garmour@sagepointadvisor.com

Ask Gil Armour for more info or to join his committee.




MARKETING TEAM

Purpose:
To have fun while we promote the nation’s best FPA chapter!

What’s in it for you?
-Learn or strengthen your marketing skills!
-Learn about FPA & meet others
-Share ideas and have a voice in the future of FPA!


Lisa Saxton

Marketing Team Chair
lisa.saxton@mossadams.com

Ask Lisa Saxton for more info or to join her committee.






PROGRAMS TEAM

Purpose:
To Plan Interesting & Educational Quarterly Meetings!

What’s in it for you?
An opportunity to…
-Have a say in our guest speakers
-Get more involved in your association
-Give back to your community



Mark Vannatta

Programs Team Chair
mark_vannatta@glic.com

Ask Mark Vannatta for more info or to join his committee.

 

TEAM P.R.D. (Planner Resource Day)

Purpose:
Plan an outstanding Planner Resource Day !

What's in it for you?
-Be associated with one of FPA's premier events!
-Satisfaction of contributing to a vital organization
-Enhance your leadership skills!



Judy Hagar

Team P.R.D. Chair
judyh@whpfinancial.com

Ask Judy Hagar for more info or to join her committee.

 

 

"CASINO NIGHT" PLANNING TEAM


Anamarie L. Lammé, MSEL
Ways and means committee chair
anamarie@thompsonspiteri.com

Ask Anamarie L. Lammé for more info or to join her committee.

Financial Planning Association of San Diego --- P.O. Box Number 880936, San Diego, CA 92168 --- Tel: (619) 504-0142