​​​​John Thompson, CLA, CRMP

Membership Chair
​
SMPL Mortgage
626-583-1623
John@smplmortgage.com


 

Joan Branin, CFP® 

 
Program Chair​

​

​Branin Insurance

626-665-7700

​Joan@branininsurance.com​

CA Lic# 0826329


 ​​​​​​​​​​​Alexander Sierra, CFP® ​​​

 
Secretary

​Cetera Investors
626-653-4494
alexander.sierra@ceterainvestors.com

 ​​​​​​​​​​Melody Young, CFEI ​

 
NexGen Chair

​ms.melodyyoung2020@gmail.com

 ​​​​​​​​​Carrisa Flores ​

 
Social Media Chair

​carrisa.flores@vancewealth.com

Ben Lemon, CFP®, CMFC

Chairman 
& Government Relations Chair
 
Waddell & Reed, Inc.
626-460-7087 blemon@wradvisors.com


 

Alan Chuang, CFP®, CFA, CPA

Treasurer

​​TwoTalents Capital Management
626-993-6775
achuang@twotalents-asn.com


Steve Jackson, CFP®

​Meeting Coordinator

D. A. Davidson
626-773-4247
stevejacksonjr@dadco.com


FPA San Gabriel valley 2023 board OF DIRECTORS

 ​​​​​​​​​​Linda Polwrek, CFP®, CDFA®, RICP®​​

 
Study Group Chair

Polwrek Financial
626-460-7088​
Linda@PolwrekFinancial.com

Jon Teran, CFP®

President
 

Lido Advisors, LLC

310-651-3335
jteran@lidoadvisors.com

 

 

 

 ​​​​​​​​​​​​Ginny Delgatto​

 
Pro Bono Chair

​About Senior Solutions
626-359-0108
Ginny@aboutseniorsolutions.com