Leadership

President

California State University Channel Islands
805-437-3615

President-Elect and Secretary

Farr Johnen & Associates
805-644-3500

Immediate Past President and NAEPC Liaison

Forum Financial Management, LP
(805) 494-3416 x102

Treasurer

KROST
818-914-7100

External Relations Chair

Casa Pacifica
805-366-4422

Attorney Chair

Kenneth E. Devore & Associates
818-338-3252

CPA Chair

JRRO CPAS
805-371-8412

CFP/Wealth Advisor Chair

FMB Wealth Management
805-446-4494

CLU/Life Insurance Chair

WealthPoint, LLC
805 497-6080 ext.1

Trust Officer/Fiduciary Chair

Wells Fargo Private Bank
805.777.8362

Membership Chair

Governance Chair

Tamara L. Harper, A Professional Corporation
805-409-0530

Administrator

Conejo Valley Estate Planning Council

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