2019 Board of Directors

 Kristen Hafner

President & Media/Marketing
Kristen Hafner, MBA, CFP®, Financial Moxie
2945 Townsgate Road, Suite 200, Westlake Village, CA 91361
(805) 217-3126     Email                                            Disclosure

(805) 764-0335     Email

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President Elect
Barry Bolker, Ph.D., CFP®
,
P O Box 346, Camarillo, CA 93011
(805) 388-8784     Email

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Program Co-Chair
Elizabeth Saghi, CFP®, Avalan Wealth
233 E Carrillo Street, Suite B, Santa Barbara, CA 93101
(805) 962-7725     Email

 

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Treasurer/Parliamentarian
Richard Womack, CFP®, Conejo Tax Service
792 Pamela Wood St, Newbury Park, CA 91320
(805) 499-7278     Email

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Secretary
Pattye Zeto, VP, Client Relations, Skyline Home Loans
27001 Agoura Road, Third Floor, Calabasas, CA 91301
(818) 971-4211     Email


 Marangola

Advocacy Chair
Michael Marangola, CFP®,
Marangola Financial Group
24025 Park Sorrento, Suite 250, Calabasas, CA 91302
(818) 225-9699     Email

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NexGen
Galen Herbst de Cortina, CFP®, Buff Your Finances
                              Email

 Pete Kozak Resource Partners Chair
Peter P. Kozak, CFP®, BrightPath Wealth Planning, LLC
5999B Ridge View Street, Camarillo, CA 93012
(805) 764-0335
     Email
alt Past President
John Buerger, CFP®, Wealth Coach, ALTUS Wealth Solutions
684 Higuera Street, San Luis Obispo CA 93401
(805) 476-0333    
Email