Leadership
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President
Forum Financial Management, LP (805) 494-3416 x102
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President-Elect
805-437-3615
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Secretary
Farr Johnen & Associates 805-644-3500
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Treasurer
Holthouse Carlin & Van Teigt LLP 805-374-8555 x 1724
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Attorney Chair
Kenneth E. Devore & Associates 818-338-3252
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CPA Chair
JRRO CPAS 805-371-8412
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CFP/Wealth Advisor Chair
FMB Wealth Management 805-446-4494
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CLU/Life Insurance Chair
WealthPoint, LLC 805 497-6080 ext.1
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Trust Officer/Fiduciary Chair
Wells Fargo Private Bank 805.777.8362
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Membership Chair
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NAEPC Liaison
Tamara L. Harper, A Professional Corporation 805-409-0530
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Administrator
VISIONALITY Partners (805) 500-6610
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