2020 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 are interested in becoming the Santa Maria/SLO Area Coordinator

(805) 476-0333    Email

For Study Group information Click Here

 

Santa Barbara Area
The chapter is currently in search of a coordinator. If you are interested in holding Study Group meetings in the Santa Barbara area, please contact Rachel

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

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

Mark Edwards
California Lutheran University

(805) 492-4140    Email
           and
Jason Artof, CFP® 
Artiea Capital Management

(805) 852-2312    Email
          ext. 102

For Study Group information Click Here