2017 FPA San Diego Board

Board of Directors & Officers

President
Krysta Cordill, CFP®, CPA
Partner
Darcy Capital
(858) 461-4391
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Chairman of the Board
Jeremy Kovacevich, CFP®
Senior Financial Planner
HoyleCohen, LLC
(858) 636-7193
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President Elect
Catherine Magana, CFP®
Managing Partner
WWM Financial
(760) 692-5190
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Treasurer
Maureen Hoffmann Verduyn, CFP®, EA, MEd
Founder/Partner
The Financial Team
(760) 448-2882
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Board Chair – Professional Development
Xavier Maldonado, CFP®
President
Global Vantage Wealth Management
(619) 892-8882
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Board Chair – Membership
Eric Billock
Mortgage Planner
High Tech Lending
760-476-3127
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Board Chair – Programs
Mark Halby, CFP®, AIF®
Financial Planner
Nautilus Advisors
(619) 331–0427
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Board Chair – Corporate Sponsorship
Nick Gardner, CFP®
The Financial Team, Inc.
(414) 350-7918
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Board Chair – NexGen
Adam Werner, CFP®
Donnelly Wealth Advisors
(858) 622-9009 x 114
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Board Chair – Technology & Communications
Steven Fox, EA
Founder/Financial Planner
Next Gen Financial Planning
(760) 683-4666
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Secretary
Ian Kutner, CFP®


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Board Chair - Pro Bono
Jas Arandia, AFC®
Financial Counselor
Financial Independence Training
(619) 957-6846
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Member at Large - SDSU Liaison
Richard Fogg, CFP®, CLTC, CDFA
President & CEO
Pacific Coast Financial Planning Group
(858) 693-7556
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Student Chapters

Chapter President - SDSU FPA
Isaac Cardoza
Student Chapter President
SDSU FPA

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Administrators

Chapter Administrator
Linna Morgan
FPA San Diego
(619) 202-6791
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