2018 Area Coordinators

 

 John Buerger

Santa Maria & San Luis Obispo Areas
John Buerger, CFP® (interim coordinator)
Santa Maria/San Luis Obispo members please contact John if you would be interested in becoming the  Santa Maria/SLO Area Coordinator

(805) 476-0333    Email

For Study Group information Click Here

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Santa Barbara Area
Elizabeth Saghi, CPF®
Avalan Wealth

(805) 962-7725     Email

For Study Group information Click Here

Pete Kozak

Camarillo, Ventura & Oxnard Areas
Peter P. Kozak, CFP®
BrightPath Wealth Planning, LLC

(805) 764-0335    Email

For Study Group information Click Here

Mark Edwards

Juan Ros

Thousand Oaks, Westlake, Calabasas,
Newbury Park, Moorpark & Simi Valley Areas

Mark Edwards
California Lutheran University

(805) 492-4140    Email
           and
Juan Ros,CFP® 
Lamia Financial Group, Inc.

(805) 494-3416    Email
          ext. 102

For Study Group information Click Here