Venue
The Pacific Club
The Pacific Club, 4110 MacArthur Blvd, Newport Beach, CA 92660, USA

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Event Date Thu Oct 18 EDT (about 3 years ago)
Location The Pacific Club
4110 MacArthur Blvd, Newport Beach, CA 92660, USA
Region Americas
Details

The Financial Planning Association® (FPA®) of Orange County is the leadership and advocacy organization connecting those who provide, support and benefit from professional financial planning

Speakers

2018 Speakers:

Gideon Rothschild, JD, CPA
Moses & Singer, LLP, Past Chair of the Real Property Trust and Estate Law Section of the American Bar Association

Thomas J. Pauloski, J.D.
National Managing Director for Wealth Planning and Analysis, Alliance Bernstein

Kevin Curtiss
Senior Vice President, Private Client Group, PRobin Kalota

Robin Kalota
Founder, Plan Art, LLC

Joy Berus, Esq.
Berus Law Group

Sponsors & Partners

2018 Sponsors:

• Alliance Bernstein
• AIG
• CalCPA
• CNL Securities Corp.
• Dorsey & Whitney LLC
• Fidelity Charitable
• High Tech Lending
• NIW Companies, Inc.
• Pictet North America Advisors SA, Zurich and Geneva
• Prudential Individual Life Insurance
• Über Mortgage

Platinum Partners:
• BROWN STREZA LLP
• HighTechLending
• nuveen
• ScholarShare529
• T.RowerPricw

Gold Partners:
• ALLIANCE BERNSTEIN
• charesSCHWAB
• Nationwide
• Nothern Trust
• Profesional Fiduciary Services
• Thornburg
• Trust Company
• Weitz

Silver Partners:
• American Beacon
• California Lutheran University
• Cantor Fitzgerald
• dpl financial partners
• electric
• JACKSON
• Janus Henderson Investors
• J.P Morgan
• my529
• Sheaff Brock
• TD Ameritrade
• UCI
• WASATCH FUNDS
• William Clair
• WILSHIRE FINACE PARTNERS

Additional Partners:
• Advyzon
• ACM
• CAVANAL HILL
• Healthy 65
• Right Capital
• Rusell Investment
• Ryan Grant