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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.
Professional Growth Sub-committee
Practice Management Sub-committee
In addition, the committee is continuing other goals: