Personal Financial Planning

2022–24 Chair:

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.

2022-24 Goals:

The committee continues to approach its mission through the use of four sub-committees, each with its own goals.

Communications Sub-committee

  • Working together to create, communicate and deliver content to CPAs that develops opportunities around the specialization of Personal Financial Planning in California.
  • Communicate on a regular basis with CalCPA leadership: First Vice-President, and past chairs and meet virtually with the CEO to promote programs that advance our profession.
  • Members to produce articles for the June issue of California CPA magazine each year, and one each quarter. Occasional policy pieces.
  • Chapter chairs and others on the committee present at chapter meetings, universities, chapter discussion groups. Focus on profession/CPA. Promoting career path, why choose PFS, etc.
  • Continue gathering/creating toolkit (templates, tagline, elevator speech, press releases) that everyone can use.
  • Produce a series of one-hour webinars that discuss such subjects as retirement planning, investment planning, practice management, economics, and financial planning updates.
  • Develop and promote communications to CFO, CEO, and key CalCPA constituencies Pooled Employer Plan

Legislative and Regulatory Sub-committee

  • Provide updated information primarily related to California CPA financial planners including:
    • Actual changes in law and regulation that impact CPA financial planners
    • Significant pending changes in law and regulation that might impact CPA financial planners
    • Other compliance issues that might impact CPA financial planners
  • Will include information available through CalCPA, SBA and federal resources
  • Only the full committee will make formal referrals to CalCPA or other interested parties. Individual committee members are not limited in their use of any provided information.

Professional Growth Sub-committee

  • To develop and implement professional growth initiatives to support the mission of the statewide PFP Committee.
  • To promote the personal financial planning core service and enable California CPAs to provide outstanding and profitable personal financial planning services

Practice Management Sub-committee

  • To research and present cutting-edge practice management ideas for CPA financial planners and to present those ideas to the Personal Financial Planning Committee for dissemination to CALCPA membership.
  • Explore and develop best practices for California investment advisory and financial practices, which encompass the areas of tax planning, investment management, estate planning, risk management and charitable giving