The Financial Planning Association

OF THE EAST BAY

Financial Planning Association of the East Bay

A Gold Level Chapter of the FPA for the 7th Consecutive Year!

2010 Board of Directors

Chairperson

President

President Elect

Nancy M. Hairsine, CFP®

C. Gordon Dunne

David A. Borrelli

Lifetime Planning Advisors

Financial Services Network

Oppenheimer Funds

Nancyhairsine@hotmail.com

gordon@fsnweb.com

DBorrelli@OppenheimerFunds.com

Helping clients find clarity, balance and focus in all stages of life.

Committed to relationships, growth and supporting our advisor members.

Developing real relationships between the Money Manager and the Financial Advisor.

Secretary/Treasurer

Government Relations Co-Chair

Program Co-Chair

Greg T. Warner

Leslie Biggers

Chuck Bowes

Securities America, Inc.

Biggers Planning & Financial Services

Wayport Wealth Partners

gregwarn@pacbell.net

leslie_biggers@comcast.net

chuck@waypointwp.com

Author of Cookbook for Money: A Financial Guide for Women Who Want to Focus on Creating Home, Health and Happiness. Provides customized planning to reduce your family's college expenses.

Provide individuals and small businesses with a path towards achievement of financial goals through the creation of customized solutions.

We are a fee only independent wealth management firm providing investment consulting and advanced planning services to individuals and families. We specialize in helping successful families develop healthy money relationships and raise financially responsibly children.

Public Relations Chair

Director at Large

Communmity Outreach

Damien Couture, CFP®

Eric Flett

Daniel Gannett

Financial Network Inv. Corp

Concentric Wealth Management

Park Place Wealth Advisors, Inc.

dcouture@jbcfg.com

eric@concentric-wealth.com

dan@thegannetts.com

Attentive, independent financial advice.

We help busy, successful people build and manage their wealth through comprehensive financial planning and customized investment management strategies.

To enrich people’s lives by serving as a reliable and objective source of quality financial information and services. Inspiring action, enabling clients to achieve their cherished aspirations.

Membership Co-Chair

Sponsorship Co-Chair

Career Devel./Scholarship Co-Chair

Brian Gemmer

Alex Hayes

Dr. Michael Olff

Gemmer Asset Management, LLC

Putnam Investments

Stahlschmidt Financial Group

brian@gemmerllc.com

Alex_Hayes@putnam.com

michaelolff@yahoo.com

We provide customized investment management and back office services to independent financial advisors through an investment philosophy grounded in a risk-managed, asset allocation approach using select 3rd party managers.

A proactive consultant between the Money Managers and the Financial Advisor community, which provides the education, industry knowledge and training that will support the advisors in helping clients coordinate and synchronize the five pillars of a complete financial plan.

Financial Planning for Individuals, Businesses and Heath Care Professionals

Government Relations Co-Chair

Career Devel./Scholarship Co-Chair

Director of Technology / Webmaster

Frank Paré

Ken Perine

Steven "Shags" Shagrin, JD, CFP®,

CRPC®, CRC®, Certified Money Coach

PF Wealth Management Group, LLC

Meritage Wealth Advisory, LLC

The Money Coaching Institute

frank@pfwealthgroup.com

ken@meritage-wealth.com

Shags@PlanningForLife.info

Offering comprehensive financial planning and complete financial management solutions.

Helping business owners and individuals develop and execute plans to achieve their financial goals.

Money Coaching Outsourcing, Life Planning Coaching for Financial Service Professionals & Clients, Professional Speaking on Financial Education Topics, Couples Financial Coaching