Do you feel the desire to give back to your community?

Our chapter is in the process of creating Pro Bono and public awareness programs, and the success of the programs will be determined by the involvement of our members.

We encourage all of our chapter members to get involved in the Pro Bono program, and as a first step, we would like to gauge the interest of our members. Attached is a questionnaire asking you to express your willingness to participate and the groups in which you would like to get involved.

APPLICATION: Pro Bono Sign Up

For information contact:

Jeffrey A. Harwood, CFA, CFP®, President, Ventura Advisors

Phone:  (818) 224-6063 – (818) 224-6643 email:  harwoodj@venturaadvisors.com

The membership Committee is dedicated to attracting new members to our chapter, as well as helping them get involved in chapter activities. The membership committee’s activities include developing new member campaigns, contacting current and terminating members by phone or letter and assisting the membership chairs.

VISIT PAGE: Become An FPA Member

For information contact an Area Coordinator:

Santa Maria & San Luis Obispo Area Coordinator
John Buerger, CFP®, Wealth Coach, ALTUS Wealth Solutions
Phone: (805) 476-0333 email: jdbuerger@altuswealth.com

Santa Barbara Area Coordinator
Gary F. Strom, CFP®, CLU, ChFC Partnervest Financial Group
Phone:  (805) 899-3269 – (805) 218-4679 email: gstrom@partnervest.com

Ventura, Oxnard & Camarillo Area Coordinator
Scott P. Hansen, CFP® Vice President, Private Client Advisor
Phone:  (805) 557-3708 – (805) 557-3727 email: scott.p.hansen@bankofamerica.com

Thousand Oaks, Westlake, Newbury Park, Moorpark & Simi-Valley Area Coordinator
Daniel Casey, CFP® Financial Planner, Westlake Financial Advisors, LLC
Phone:  (805) 371-4777 email: dcasey@fwg.com

Agoura Hills, Calabasas & Woodland Hills Area Coordinator
Jeff A. Harwood, CFA, CFP® President, Ventura Advisors
Phone:  (818) 224-6063 email: harwoodj@venturaadvisors.com

Do you have a topic you would like to see on our quarterly programs?
Do you know a great speaker?

Help design our educational quarterly programs and case studies. In addition, work with us to identify potential chapter partners with industry experts.

For information contact:

Richard A. Smith Director, Sagemark Consulting/Lincoln Financial Advisors

Phone:  (818) 540-6944 – (818) 540-6991 email:  richard.smith@lfg.com

The role of the media relations Committee is to enhance the visibility of the Financial Planning profession and the members of the Ventura County Chapter. We are looking for volunteers to work as part of a team developing public awareness activities and close relationships with media.

Our chapter receives media requests for information on a wide range of financial topics. When we refer the media, remember you are representing FPA, not your own practice. To ensure that you understand the nature of this responsibility, you must sign an FPA media Agreement. The Media Agreement is approved for chapter members with CFP® designation only. Please read the instructions carefully and send a copy to Committee Chair.

For information contact the Communications Chair:

Marcy S. Burton, Partner, Chief Marketing Officer, Partnervest Financial Group

Phone: (805) 966-1266 email: mburton@partnervest.com