FPA of Los Angeles

Chapter Member Spotlights

We want to get to know you!

The strength of our chapter has been in building great relationships and being a terrific resource for one another – here’s an opportunity to keep that spirit moving.

As an FPALA member, we’d love to feature you in our upcoming bulletin and on our web site.

Those selected for the spotlight will be drawn randomly from the questionnaire responses and asked to do an interview video for sharing through the chapter commination's and for posting to the chapter website.

We want to champion your achievements - Now’s your time to shine!

If you’re interested, please fill out our member questionnaire.

Click Here to Complete the Questionnaire


Rene' Nourse, CFP®

   Founder/CEO

   Urban Wealth Management


   Click Here to Enjoy the March Spotlight


Ken Waltzer 

   Managing Director 

   KCS Wealth Advisory, LLC


   Click Here to Enjoy the January Spotlight


David Zuckerman, CFP®

  Founder

  Zukerman Capital Management


  Click Here to Enjoy the Interview

Jonathan Gruber, CFP®, ChFC®

  Managing Director

  Capstone Partners Financial and 

  Insurance Services, LLC

Click Here to Enjoy the Interview

David Tassone, MBA, CFP®

Principal

Solidi Wealth Advisors

  Click Here to Enjoy the Interview

Jon Bacon, CFP®

Wealth Advisor

EP Wealth Advisors 

Click Here to Enjoy the Interview


Katrina Soelter, CFP®

Vice President of Financial Planning

Equalis Financial


Click Here to Enjoy the Interview

© 2024 FPA of Los Angeles - All rights reserved
Financial Planning Association of Los Angeles is a 501(c)(6) non-profit organization.

Phone:  (323) 510-4870    Mail:  In care of Premium Organization, P.O. Box 4130  Scottsdale, AZ 85261

Refund Policy   Privacy Policy   Website Terms and Conditions