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
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