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OF THE EAST BAY |
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Financial Planning Association of the East Bay |
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A Gold Level Chapter of the FPA for the 6th Consecutive Year! |
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2008 Board of
Directors |
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Chairperson |
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President |
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President Elect |
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Gary Gardner, CFP® |
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Adele Ostomel, CFP® |
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Nancy M. Hairsine, CFP® |
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LifeWealth Advisors, Inc. |
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Ginsburg Financial Advisors,
Inc. |
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Foresters Equity Services, Inc. |
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gary@lwadvice.com |
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aostomel@ginsburgadvisors.com |
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Nancyhairsine@hotmail.com |
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My daily quest is to create
solutions that improve people's lives. |
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Comprehensive Financial
Planning, Investment Mgmt., Small Business, Executive & Employee Benefits
Planning, Estate & Ret. Planning. |
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Helping clients find clarity,
balance and focus in all stages of
life. |
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Secretary/Treasurer |
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Government Relations Co-Chair |
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Program Co-Chair |
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Greg T. Warner, CFP® |
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Leslie Biggers |
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David A. Borrelli |
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Securities America, Inc. |
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Mass Mutual Financial Group |
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Oppenheimer Funds |
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gregwarn@pacbell.net |
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lbiggers@finsvcs.com |
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DBorrelli@OppenheimerFunds.com |
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Retirement Planning, Author of How to Manage Your Retirement Cash Flows |
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Providing responsive, trusted
advice for individuals, families and closely held businesses by developing a
partnership that enables our clients to achieve their life goals through
financial planning. |
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Developing real relationships
between the Money Manager and the Financial Advisor. |
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Public Relations Chair |
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Director at Large |
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Community Outreach Chair |
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Damien Couture, CFP®, ChFC |
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C. Gordon Dunne |
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Jean Gannett, CFP® |
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Financial Network Inv. Corp |
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Financial Services Network |
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Park Place Wealth Advisors, Inc. |
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dcouture@jbcfg.com |
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gordon@fsnweb.com |
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jean@thegannetts.com |
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Customized financial solutions
for successful individuals and their families. |
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Committed to relationships,
growth and supporting our advisor members. |
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Comprehensive Financial
Planning, Investment Management, Estate & Retirement Planning, Small
Business Benefit Planning |
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Director of Career Dev. &
Scholarship |
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Membership Co-Chair |
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Director at Large |
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Mario Hernandez, CFP® |
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Marianne Johnson, CFP® |
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Peter Landini, CFP® |
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Gemmer Asset Management LLC |
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Ginsburg Financial Advisors, Inc. |
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RBP Investment Advisors, Inc. |
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mario@gemmerllc.com |
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mjohnson@ginsburgadvisors.com |
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Peter@rbpia.com |
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Specializing in managing
customized investment portfolios. |
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Comprehensive Financial
Planning, Investment Management, Retirement Planning |
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Fee-Only Financial Planning,
Investment Management, and Retirement Planning |
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Director at Large |
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Director of Sponsorship &
Advertising |
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Membership Co-Chair |
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Jane Levine, CFP® |
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Diana Mandarino |
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James Simos, CFP® |
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LPL Financial Resources |
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Redwood Mortgage Investors |
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INFINITY Financial Services |
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jane.levine@lpl.com |
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Diana@RedwoodMortgage.com |
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james@8financial.com |
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Investment Management,
Retirement Planning, Estate Planning |
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Providing investments that yield
a high rate of return from mortgage lending, while preserving and protecting
capital. |
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Advising individuals, families
and entrepreneures toward securing successful financial futures in a way that
feels right to them. |
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Government Relations Co-Chair |
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Director of Technology /
Webmaster |
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Program Co-Chair |
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Frank Pare |
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Steven "Shags"
Shagrin, JD, CFP®, |
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J.B. Walker |
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CRPC®, CRC®, Certified Money Coach |
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Franklin Templeton |
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Planning For Life |
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frank@pfwealthgroup.com |
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shags@planningforlife.info |
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jbwalker@frk.com |
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Offering
comprehensive financial planning and complete financial management
solutions |
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Money Coaching Outsourcing, Life
Planning Coaching for Financial Service Professionals & Clients,
Professional Speaking on Financial Education Topics, Couples Financial
Coaching |
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Assisting advisors and adding
value to financial planning practices |
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And Assisting the Board: |
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Chapter Executive |
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Bonni Hendricks |
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The Association Office |
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Phone/Fax
925-686-4819 |
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association_office@worldnet.att.net |
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Here are useful links for more information about our
Chapter, its activities, the FPA and more. |
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