Ventura County Chapter's Resource Partner Program forges relationships between financial planners and the supporting industries that provide the tools, products and services we use daily in our profession. We realize that by working together, as partners, we can make our mutual business ties stronger, which in turn benefits our communities and those we serve.

Through the generosity of our Partners, we are able to offset the cost and provide educational programs of the highest quality for our members. The addition of these partners at our meetings brings networking opportunities for members and partners alike.

2018 Chapter Resource Partners

The Ventura County Chapter Board of Directors extends our appreciation to our 2018 Resource Partners for their support and we encourage our members to support those who support our financial planning community.




 Scott Thurman • Managing Director, BGA Premier

alt  (805) 208-6587

BGA is a Life Insurance Brokerage General Agency representing Life, Annuity, Long Term Care and Disability Insurance products. BGA has aligned themselves with only the best run and highest rated carriers. They are proud of the relationships they have forged with these premier companies and the products that they are able to offer their clients.



California Lutheran University

Cindy Grether • Program Manager at CLU  (888) 372-4155

The MBA in Financial Planning from California Lutheran University's School of Management is one of the country's most comprehensive master-level programs, providing financial professionals with the acumen needed to excel. The program is offered fully online with small classes taught by world-class faculty with an emphasis on ethics, character and client needs. The MBA is available in two tracks - for those who seek their CFP® and for those who already have it.




Holly Collinsworth, RN NurseCore   (805) 535-1099

NurseCore is a national leader in medical staffing and home care services, specializing in connecting healthcare professionals, nurses and caregivers with medical facilities and home care positions in need of their expertise. They provide consistent and compassionate nursing service 24 hours a day, 7 days a week.



Mark Klein  Skyline Home Loans

alt  (818) 657-657-2253

Skyline Home Loans is a direct-to-consumer lender offering home refinance loans in more than 10 states.


 Comfort Keepers

Cindy O'Brien • Community Relations Manager at Comfort Keepers   (805) 390-6850

World leader in Senior Care, helps seniors live happy, healthy lives in the comfort of their own homes by providing quality, compassionate care to preserve independence and contribute to a better life.