OUR MISSION

The mission of the Financial Planning Association of San Diego is to promote financial security for residents of San Diego County through excellence in financial planning.

FPA of San Diego seeks to:

• Build and retain a growing membership base of financial professionals
• Lead and serve the San Diego community by being the premiere resource for financial information
• Increase the awareness of financial planning using the CFP® mark as the cornerstone
• Nurture and develop the careers of our members through outstanding educational programs

2008 OFFICERS AND BOARD OF DIRECTORS

Officer - President Hillel Katzeff, CFP® HK Financial Inc. hillkat@hkfinancial.com 4330 La Jolla Village Dr. #330, SD 92122 858-550-0425 | 858-362-3176 fax	Director - Ways and Means Michael Carlyle, CFP® Carlyle Capital Management michael@carlylecapitalmgmt.com 11512 El Camino Real #370, SD, CA 92130 858-481-1358 | 858-481-1359 fax
Officer - President Elect Jim Lingelbach, CFP® MetLife® jlingelbach@metlife.com 3131 Camino del Rio N. #1200, SD 92108  619-281-9890 x132 | 619-281-9253 fax 619-641-3632 phone	Director - Public Awareness Judy Hagar Wolters, Hagar & Pratt, Financial Planning Inc. judyh@whpfinancial.com 6390 Greenwich Dr. Suite 230 SD 92122 858-550-7090
Officer - Secretary Gil Armour, CFP® AIG Financial Advisors garmour@aigfinancialadvisor.com 5151 Shoreham Place #130, SD 92122 858-558-2090 x1049 | 858-558-2021 fax	Director - Programs Jon Beyrer, CFP® Blankinship & Foster beyrer@bfadvisers.com 420 Stevens Ave #250, Solana Beach, CA 92075 858-755-5166 | 858-755-5358 fax
Officer - Treasurer Jeremy Martinson, MsBA MetLife® jmartinsen@metlife.com 3131 Camino del Rio N. #1200, SD 92108   619-281-9890 x70 | 619-641-3670 fax 619-641-3670 phone	Director - Government Relations / Ethics Steve Hansen, CFP® Comprehensive Financial Group shansen@htk.com 4350 Executive Drive #215, SD 92121 858-622-0066 x234 | 858-622-0215 fax
Director - Membership Mark Vannatta, CFP® Del Mar Financial Partners mark_vannatta@glic.com 12390 El Camino Real #150, SD 92130 858-703-2734 | 858-755-2021 fax	San Diego State University Financial Planning Association Student Chapter President Corey Holland corey@gmail.com
Officer - Chairman of the Board Christopher Rand, CFP®, MSFS, AEP, CLU MetLife® crand@metlife.com 3131 Camino del Rio N. #1200, San Diego, CA 92108 619-281-9890 x144 | 619-281-9253 fax	Director - Public Relations Lisa Brinig CFP® CBIZ Financial Solutions Inc. lbrinig@cbiz.com 10616 Scripps Summit Ct SD 92131 858-795-2117
Director - Marketing Anamarie L. Lammé LoanStar Financial Corp. Anamarie@LoanStarFinancial.com 1495 Pacific Highway, Ste. 100 SD 92101 619-544-6444	Chapter Administer Teresa Lass info@fpasandiego.org P.O. Box Number 880936 San Diego, CA 92168 619-504-0142 | 858-271-0599 fax
Financial Planning Association of San Diego - Events Coordinator Michele McDougal Michele@fpasandiego.org P.O. Box Number 880936 San Diego, CA 92168 619-696-7076 | 619-923-3144 fax
Emeritus Council (Past FPA of San Diego Presidents) 2007 Christopher Rand, MSFS, CFP® 2006 Jeanni Harrison, CFP® 2005 Larry Steckler, CFP® 2004 Dennis Filangeri, CFP® 2003 Kent Thompson, CFP® 2002 Paul Justin, CFP® 2001 Troy Daum, CFP®
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