2019 Gold Sponsor - Wells Fargo Private Bank

Leadership

President

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

President Elect

805-437-3615

Membership

Morgan Stanley - Financial Advisor
805-494-0238

Secretary

Farr Johnen & Associates
805-644-3500

Treasurer

Holthouse Carlin & Van Teigt LLP
805-374-8555 x 1724

CPA Chair

JRRO CPAS
805-371-8412

Attorney Chair

Kenneth E. Devore & Associates
818-338-3252

CLU Chair

WealthPoint, LLC
805 497-6080 ext.1

Trust Officer Chair

Wells Fargo Private Bank
805.777.8362

CFP Chair

FMB Wealth Management
805-446-4494

NAEPC Liason

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

Administrator

VISIONALITY Partners
(805) 500-6610 ext. 106

The unauthorized use of member contact information obtained from this website and related material is expressly prohibited, as is the use of the “send a message” contact form for solicitation purposes.