Personal Financial Planning Members

Officer

2016-18 Chair: Brooke Salvini

CalCPA respectfully requests that you do not download information from this roster for the purpose of soliciting our members.


Name Address Phone
Timothy Anderson Halbert Hargrove Global Advisors
111 W. Ocean Blvd., Fl 23
Long Beach, CA 90802
(563) 425-5657
Janice Angell Moss Adams
21700 Oxnard St., #300
Woodland Hills, CA 91367
(818) 577-1822
Mark Astrinos Libra Wealth
388 Market St., Ste 1300
San Francisco, CA 94111
(415) 997-0758
Lynette Atchley
Inland Empire Board Liaison
Lynette Atchley, CPA
447 Missouri Court
Redlands, CA 92373
(909) 793-3233
Michael Baird
Peninsula/Silicon Valley Chapter Chair
Fred A. Marcussen CPA
990 Industrial Road, #210
San Carlos, CA 94070
(650) 508-1040
Mark Berkman
San Francisco Chapter Chair
Mark G Berkman & Company
135 Main St., 12th Fl.
San Francisco, CA 94105
(415) 926-6512
Jean-Luc Bourdon
Channel Counties Chapter Chair
BrightPath Wealth Planning, LLC
2920 De La Vina St.
Santa Barbara, CA 93105
(805) 764-0335
Ralph Bovitz Ralph Bovitz,CPA, A/C
20335 Ventura Blvd, #400
Woodland Hills, CA 91364
(818) 789 6112
Gina Chironis Clarity Wealth Management
16440 Bake Pkwy, #150
Irvine, CA 92618
(204) 477-0577
Patrick Chu
OC/LB Chapter Chair
Marrick Wealth
2211 Michelson Dr Ste 545
Irvine, CA 92612
(949) 258-9700
Greg Desmond Desmond Consulting
1850 Mt Diablo Blvd Ste 630
Walnut Creek, CA 94596
(925) 932-1994
Michael Eisenberg Squar Milner Financial Services LLC
15760 Ventura Blvd, Ste 1100
Encino, CA 91436
(818) 981-2600
Elizabeth Flores Sterling Advisory Services, LLC
1541 The Alameda, #B
San Jose, CA 95126
(408) 213-6970
Joseph Forlenza
San Diego Chapter Chair
Ameriprise Financial
8910 University Center Lane, #200
San Diego, CA 92122
(858) 525-1331
Glenn Freed LourdMurray
9777 Wilshire Blvd., #1018
Beverly Hills, CA 90212
(310) 300-9830
Mitchell Freedman MFAC Financial Advisors Inc
32123 Lindero Canyon Road, #210
Westlake Village, CA 91361
(818) 905-0321
Robert Fromson Fromson & Scissors
16030 Ventura Blvd., #490
Encino, CA 91436
(818) 380-8181
Mary Geong Mary M Geong, CPA
1415 Grand Ave.
Piedmont, CA 94610
(510)220-4417
David George Buckingham Asset Management LLC
3 Park Plaza, #420
Irvine, CA 92614
(949) 752-7997
Karen Goodfriend WealthValues, LLC
1100 Alma St., #101
Menlo Park, CA 94025
(650) 941-5530
Bruce Kajiwara
Sacramento Chapter Chair
Kajiwara Wealth Advisors
1300 Ethan Way, #150
Sacramento, CA 95825
(916) 643-1400
David Koehler
Silicon Valley/San Jose Chapter Chair
Koehler & Associates, CPAs
1541 The Alameda
San Jose, CA 95126
(408) 286-7400
John Levy John Levy CPA
21610 Ygnacio Valley Road, #210
Walnut Creek, CA 94598
(925) 297-6400
Jerry Nightingale Nightingale Financial Advisory
2600 El Camino Real, #220
Palo Alto, CA 94306
(650) 842-0760
Robert Oberstein RSO Advisors, LLP
16130 Ventura Blvd., #550
Encino, CA 91436
(818) 908-1272
Joy Puyear Intersect Capital LLC
12657 Alcosta Blvd.
San Ramon, CA 94583
(925) 790-2895
Laura Ross EisnerAmper LLP
One Market St., #620
San Francisco, CA 94105
(415) 974-6000
Irwin Rothenberg Buckingham Asset Management
3550 Round barn Blvd., #212
Santa Rosa, CA 95403
(707) 542-3600
Brooke Salvini
2016–18 Chair
Salvini Financial Planning
P.O. Box 102
Avila Beach, CA 93424
(805) 543-6622
Bill Spaniel
Staff Liaison
California Society of CPAs
330 N. Brand Blvd., #710
Glendale, CA 91203
(818) 546-3552
James Sullos Windes
111 W. Ocean Blvd., Fl 22
Long Beach, CA 90802
(562) 435-1191
Daniel Thomas Thomas & Thomas CPAs
3991 MacArthur Blvd., #240
Newport Beach, CA 92660
(949) 252-0165
Marleen Thudium Marleen Thudium, CPA
5638 Lake Murray Blvd., #222
La Mesa, CA 91942
(619) 655-4222
Michael Trank Wertz & Co. LLP
5450 Trabuco Road
Irvine, CA 92620
(949) 756-5000
Peter van Gemeren Peter van Gemeren CPA PC
1670 Riviera Ave. #220
Walnut Creek, CA 94596
(925) 943-1122
Phillip Winslow
East Bay Chapter Chair
Phillip S Winslow CPA
1910 Olympic Blvd., #325
Walnut Creek, CA 94596
(925) 932-1655
Leonard Wright Northwestern Mutual Wealth Mngmnt Co
600 W. Broadway, #600
San Diego, CA 92101
(619) 230-8069