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2020-2021 PFP Committee Members Robert Ades, Robert Ades AC Timothy Anderson, Halbert Hargrove Global Advisors Mark Astrinos, Libra Wealth Lynette Atchley, CPA Financial Advisors, Inc. Michael Baird, Fred A. Marcussen CPA Mark Berkman, Mark G Berkman & Company Robert Bleeck, Bleeck Financial Management, Inc. Jean-Luc Bourdon, BrightPath Wealth Planning, LLC Ralph Bovitz, Ralph Bovitz, CPA A/C Gina Chironis, Clarity Wealth Management Patrick Chu, Marrick Wealth Greg Desmond, Desmond Consulting Steve Dougherty, Dougherty CPAs Michael Eisenberg, Squar Milner Financial Services LLC Elizabeth Flores, Sterling Advisory Services LLC Joseph Forlenza, Skycity Advisors LLC Glenn Freed, Fortress Wealth Mitchell Freedman, MFAC Financial Advisors Inc. Robert Fromson, Fromson & Scissors Mary Geong, Mary M Geong, CPA Karen Goodfriend, WealthValues, LLC Bob Jones, Collins Mason & Co LLP Bruce Kajiwara, Kajiwara Wealth Advisors David Koehler, Koehler & Associates, CPAs John Levy, John Levy CPA Jerry Nightingale, Nightingale Financial Advisory Joy Puyear, Intersect Capital LLC Brooke Salvini, Salvini Financial Planning James Sullos, Windes Montgomery Taylor, Montgomery Taylor Wealth Management Daniel Thomas, Thomas & Thomas CPAs Marleen Thudium, Marleen Thudium, CPA Michael Trank, Wertz & Co LLP Michael Velazquez, The Accountancy Phillip Winslow, Phillip S Winslow CPA Leonard Wright, Northwestern Mutual Wealth Mngmnt Co.
Mission: To promote the personal financial planning core service and enable California CPAs to provide preeminent and profitable personal financial planning services.
* This is a state committee with corresponding chapter committees.
The committee continues to approach its mission through the use of three sub-committees, each with its own goals.
Communications Sub-committee
Professional Growth Sub-committee
Practice Management Sub-committee
In addition, the committee is continuing other goals: