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2022-23 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
Gina Chironis, Clarity Wealth Management
Greg Desmond, Desmond Consulting
Michael Eisenberg, Baker Tilly Wealth Management, LLC
Rosie Flaherty, Eide Bally
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
Dan Herron, Better Business Financial Services/Elemental Wealth Advisors
Bob Jones, Collins Mason & Co LLP
Bruce Kajiwara, Kajiwara Wealth Advisors
David Koehler, Koehler & Associates, CPAs
Andrew Le, Moss Adams LLP
Christine LeGrand, PwC
Carmen Lepiane, Vanderbilt CPA, PC
John Levy, John Levy CPA
Dwight Nakata, Yamada & Nakatas CPAs
Lawrence Pon, Pon & Associates
Joy Puyear, Intersect Capital LLC
Brooke Salvini, Salvini Financial Planning
Robert Seltzer, Seltzer Business Management
James Sullos, Windes
Daniel Thomas, Thomas & Thomas CPAs
Marleen Thudium, Marleen Thudium, CPA
Michael Trank, Wertz & Co LLP
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 four sub-committees, each with its own goals.
Legislative and Regulatory Sub-committee
Professional Growth Sub-committee
Practice Management Sub-committee