Financial Planning Association of Orange County

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Financial Planning Association of Orange County Employees

Employee
Years
Job
Industry
Aileen (Lau) Danley, CFP® Aileen (Lau) Danley, CFP® Orange County, California Area Details
Aileen (Lau) Danley, CFP®'s Financial Planning Association of Orange County Experience January 2014 - Present
Job Financial Planner at RGT Wealth Advisors | Orange County | Independent RIA | FeeOnly | Family Office
Industry Financial Services
Experience
RGT Wealth Advisors  June 2014 - Present
Financial Planning Association of Orange County   January 2014 - Present
Zeiders Enterprises, Inc.   October 2013 - Present

Education
University of California, Irvine   2005 — 2008
Certificate, Personal Financial Planning

Pepperdine University   1990 — 1992
MBA, Business

University of California, Los Angeles   1982 — 1987
BS, Computer Engineering

Fred Giron, CPCU, AIC Fred Giron, CPCU, AIC Orange County, California Area Details
Fred Giron, CPCU, AIC's Financial Planning Association of Orange County Experience January 2014 - December 2014
Job Personal Insurance Broker at PHD Insurance Brokers
Industry Insurance
Experience
PHD Insurance Brokers   May 2012 - Present
Financial Planning Association of Orange County   January 2014 - December 2014
Emerging Insurance Professionals - Orange County   January 2014 - December 2014
Emerging Insurance Professionals - Orange County   August 2012 - January 2014
PrideMark-Everest Insurance   May 2009 - April 2012
The Leavitt Group  May 2009 - April 2012
Insurance Incorporated of Southern California   2006 - 2009

Skills
Claim, Umbrella Insurance, General Insurance, Risk Management, Property & Casualty..., Brokers, Employment Practices..., Insurance, Sales, Workers Compensation, Customer Service, Life Insurance, Professional Liability, Marketing, Health Insurance, Commercial Lines, Commercial Insurance, Liability, Access, Casualty, Underwriting, Program Management, Legal Liability

Education
California State University-Fullerton   2000 — 2006
Bachelors, Business Administration

Carolanne Chavanne, CFP® Carolanne Chavanne, CFP® Torrance, California Details
Carolanne Chavanne, CFP®'s Financial Planning Association of Orange County Experience January 2012 - December 2012
Job Financial Planner and Investment Advisor Representative at LPL Financial
Industry Financial Services
Experience
LPL Financial  March 2008 - Present
Financial Planning Association of Orange County   January 2012 - December 2012
Financial Planning Association of Orange County   January 2011 - December 2011
Financial Planning Association of Orange County   January 2008 - December 2009
Comerica Bank  January 2007 - March 2008

Skills
Retirement Planning, Strategic Financial..., Wealth Management, Investments, Estate Planning, Financial Advisory, Investment Advisory, Asset Allocation, Personal Financial..., Mutual Funds, Investment Strategies, Personal Finance, Investment Management, College Education..., Life Insurance, Long Term Care Insurance

Education
College for Financial Planning   1998 — 1999
CERTIFIED FINANCIAL PLANNER® PRACTITIONER, Financial Planning

San Diego State University-California State University   1983 — 1988
Bachelor of Science, Financial Services

Andrew Scammon Andrew Scammon Greater Los Angeles Area Details
Andrew Scammon's Financial Planning Association of Orange County Experience January 2013 - December 2013
Job Home Equity Retirement Officer at Retirement Funding Solutions
Industry Banking
Experience
Retirement Funding Solutions  August 2015 - Present
Security One Lending; division of Reverse Mortgage Solutions (RMS)   July 2012 - Present
Chapel of Change   February 2012 - Present
Financial Planning Association of Orange County   January 2013 - December 2013
United States Coast Guard Auxiliary  September 2011 - October 2012
LLCF; The River Church   2010 - 2011
CFG Bancorp   2008 - February 2010
Saxon/Morgan Stanley   June 2004 - February 2008
National Ski Patrol  2001 - 2007
National Ski Patrol  2001 - 2007

Skills
Loans, Strategic Financial..., Mortgage Banking, Mortgage Lending, Contract Negotiation, Loan Origination, Banking, Residential Mortgages, Retirement Planning, Sales Management, Retirement, Investments, Credit, Customer Service, Strategic Planning, Refinance, Reverse Mortgages, Leadership, Reverse Mortgage, Finance, FHA, FHA financing, Credit Analysis, Real Estate, Commercial Mortgages, Foreclosures, Financial Analysis, Underwriting, Mortgage Underwriting, Financial Advisory, Investment Properties, Funding, Government Loans, Home Equity Lines of..., Mortgage Servicing, Real Estate Financing

Education
Prince George's Community College   1983 — 1984
Economics

Heena Shah, CFP®, EA Heena Shah, CFP®, EA Orange County, California Area Details
Heena Shah, CFP®, EA's Financial Planning Association of Orange County Experience January 2012 - December 2012
Job
Industry Financial Services
Experience
The Ayco Company, L.P., a Goldman Sachs Company   2013 - Present
Lighthouse Financial Services, Inc.   2002 - 2013
Financial Planning Association of Orange County   January 2012 - December 2012
Homebase  1997 - 1998

Skills
* Microsoft Office, * NaviPlan - Financial..., * Advent/Axys -..., * Morning Star -..., * Lacerte - Tax, Strategic Financial..., Portfolio Management, ProSeries, Microsoft Office, Asset Management, Risk Management, Tax, Estate Planning, Financial Planners

Education
California State University-Dominguez Hills   1992 — 1994
Bachelor of Science, Business Administration Marketing

Jacqueline Zweig, CPA, CFP Jacqueline Zweig, CPA, CFP Newport Beach, California Details
Jacqueline Zweig, CPA, CFP's Financial Planning Association of Orange County Experience April 2013 - Present
Job CPA, CFP® at South Coast Wealth Management
Industry Financial Services
Experience
South Coast Wealth Management   November 2013 - Present
Financial Planning Association of Orange County   April 2013 - Present
Jacqueline S. Zweig, Inc.   March 2011 - Present
Lorin & Zweig, CPAs   August 2006 - Present
Hd Vest Securities   August 2012 - October 2013
Waddell & Reed  August 2007 - August 2012

Skills
Income Tax, Retirement Planning, Individual Taxation, Tax Preparation, Corporate Tax, Tax Accounting, Investment Advisory, Excel, Quickbooks, Word, Lacerte, Outlook, QuickBooks, Microsoft Excel, Tax, Wealth Management, Estate Planning, Microsoft Word, Strategic Financial..., Insurance, IRAs, Small Business, Personal Finance, Investments, Roth IRA, Financial Goals, Retirement, Personal Financial..., Wealth, CPA, Asset Allocation, Accounting, Series 7, Financial Services, Certified Financial..., Tax Advisory, Mutual Funds, Financial Planners, Life Insurance, Financial Advisory, 401k, Estate Tax Planning, 401k Rollovers, Financial Accounting, Long Term Care Insurance, Investment Management, Finance

Education
California State University-Fullerton   2006 — 2011
Business Administration, Finance, Accounting, Bachelor of Business Administration

Daniel Sands Daniel Sands Orange County, California Area Details
Daniel Sands's Financial Planning Association of Orange County Experience January 2014 - Present
Job CERTIFIED FINANCIAL PLANNER TM
Industry Financial Services
Experience
Silversage Advisors   June 2002 - Present
Financial Planning Association of Orange County   January 2014 - Present
Geneos Wealth Management  November 2006 - Present
Associated Securities Corp.  September 2000 - November 2006
Claremont Financial Group   March 2000 - June 2002
Trust Company of America  August 1995 - June 2000

Skills
Wealth Management, CFP®, Investment Advisory, Retirement Planning, Financial Planners, Estate Planning, Asset Allocation, Investments, Insurance, Tax, Asset Managment, Project Planning, Research, Management, Financial Analysis, Portfolio Management, Strategic Financial..., Loans, 401k, Employee Benefits

Education
University of California, Irvine   2005 — 2007
Financial Planning

California State Polytechnic University-Pomona   2000 — 2002
Bachelor of Science, Finance, Real Estate and Law

William Cuthbertson William Cuthbertson Orange County, California Area Details
William Cuthbertson's Financial Planning Association of Orange County Experience January 2014 - December 2014
Job FeeOnly financial planner specializing in financial guidance for life.
Industry Financial Services
Experience
Fiscalis Advisory, Inc.   May 2003 - Present
Financial Planning Association of Orange County   January 2014 - December 2014
Financial Planning Association of Orange County   January 2013 - December 2013
Alliance of Comprehensive Planners   September 2007 - September 2010
The Tarbox Group, Inc.   September 2000 - May 2003

Skills
Planning, Financial Planning, Wealth Management, Investments, Personal Finance

Education
University of California, Irvine   1998 — 2000
PFP Graduate Certificate, Personal Financial Planning

Webster University   1993 — 1997
MBA

California State University-Long Beach   1976 — 1979
BA

Steve Kiernan Steve Kiernan Orange County, California Area Details
Steve Kiernan's Financial Planning Association of Orange County Experience January 2009 - December 2012
Job President, Anchor Financial Group
Industry Financial Services
Experience
Anchor Financial Group  January 1988 - Present
Toastmasters International  1998 - 2013
Financial Planning Association of Orange County   January 2009 - December 2012
Lex Romana   2005 - 2009

Skills
Personal Financial..., Retirement planning, College Education..., Life Insurance, Disability Insurance, Long Term Care Insurance

Education
California State University-Fullerton   1982 — 1986

Sunny Hills