BROUGHT TO YOU BY

San Diego
Financial Planning Day
SATURDAY, OCTOBER 8, 2011
Welcome
Welcome and thank you for attending todays Financial Planning Day!
Dear Financial Planning Day attendee,
You may have come across the term fnancial planning and wondered what
it means. You may have decided to start your own fnancial plan but youre not
sure how to begin. Or you may have a specifc question about your personal
fnancial planning situation and feel its time you went to a fnancial planner for
some professional advice. No matter what category you are in, todays Financial
Planning Day can help you get the information you need.
We are very pleased to welcome you to this special event. Over the years, our
organizations have seen up close the economic challenges people are facing
across our nation. Many have pressing fnancial questions that need answers, and
unfortunately, many have not had the opportunity to discuss those questions with
professional fnancial planners. This has presented usthe fnancial planning
community and local governments nationwidewith a shared vision to unite our
collective resources and bring you Financial Planning Days.
Todays Financial Planning Day is an opportunity to get your fnancial questions
answered by professional fnancial planners. These professionals include those
who have earned the prestigious CERTIFIED FINANCIAL PLANNER

certifcation
and experts from the Financial Planning Association

. Your conversations are

confdentialthere will be no sale of products or services and not even a business
card will be offered. In other words, there are no strings attached. In addition to
the one-on-one advice, youll be able to attend educational workshops addressing
popular fnancial topics.
We hope that todays Financial Planning Day will provide you with frst-hand
experience on how fnancial planning can improve your life. And to help you get
started with your own fnancial plan after todays event, be sure to pick up the free
publications and resources.
Sincerely,
Certifed Financial Planner Board of Standards
Financial Planning Association
Foundation for Financial Planning
The United States Conference of Mayors
Topics
General nancial
planning
Planning your fnancial future
College planning
Debt reduction & credit repair
Money management & budgeting
Special circumstances
Job loss and job change
Foreclosure assistance
Change in marital status
Investment planning
Investment strategies
Asset accumulation
Generating investment income
Retirement planning
Building a retirement fund
401(k) and 403(b) plans
IRA accounts
Social Security
Income tax planning
Tax reduction strategies
Charitable contributions
Small business taxation
Estate planning
Building an inheritance
Wills and trusts
Estate tax strategies
Insurance planning
Life insurance coverage
Disability insurance
Long-term care planning
Employee benets
Managing health insurance
Health savings accounts
Pension benefts
Schedule
11:00am3:00pm
Ask-a-
planner
clinic
9 nancial
planners, 2 HUD-
certied housing
counsleors, and
a credit counselor
will be available
Counseling Room
11:00am11:50am
Workshop session 1
12:00pm12:50pm
Workshop session 2
1:00pm1:50pm
Workshop session 3
2:00pm3:00pm
Workshop session 4
10:00am10:50am Main Theatre
Keynote speakers
Mayor Jerry Sanders
Council President Tony Young
KUSIs Tom Jordan as MC
Workshops
Workshop
Room 1
Forging Your
Financial
Future
(English)
Leslie Klein,
CFP

Session 1
11:0011:50am
Workshop
Room 2
Workshop
Room 3
Workshop
Room 4
Workshop
Room 5
Session 2
12:0012:50pm
Session 3
1:001:50pm
Session 4
2:003:00pm
Accomplishing
Your Financial
Mission for
Military
Families
Linda Rogers,
CFP

Foreclosure
Prevention
Options
Ali Tarzi
Community Housing
Works, Housing
Opportunities
Collaborative
Improving Your
Credit Score
Melinda
Opperman
Senior Vice President
of Community
Outreach and
Industry Relations,
Springboard
Nonprot Consumer
Credit Management
CARE (Credit
Abuse Resistance
Education)
Program for
Young Adults
Lilys D. McCoy
Consumer
Protection Attorney,
McCoy, Turnage &
Robertson, LLP
Forging Your
Financial
Future
(Spanish)
Xavier
Maldonado,
CFP

candidate
Financial
Considerations
for Your Small
Business
Peg Eddy, CFP

First Time Home

Purchasing
Cheryl Zenski
Community Housing
Works
Vikki Monce
San Diego Housing
Commission
Debt
Management
Aric Jacobson,
CFP

Avoiding
Scams, Fraud
and ID Theft
Stephen
Robinson
District Attorneys
ofce
Managing Your
Money in Hard
Times (English)
Jon Beyrer,
CFP
Estate Planning:
What Everyone
Needs to Know
Lynda Selton
Estate Planning
Attorney with
DenHerder &
Associates
Thinking
About
Bankruptcy?
What You
Should Know
Ruben
Arizmendi
Housing Opportunities
Collaborative Pro
Bono Attorney
Workforce
Partnership
Job Market
Panel
Improving Your
Credit Score
Melinda
Opperman
Senior Vice President
of Community
Outreach and
Industry Relations,
Springboard
Nonprot Consumer
Credit Management
Buying
REOs, Short
Sales, and
Foreclosure
Properties
Gabe Del Rio
Community Housing
Works, Housing
Opportunities
Collaborative
Investing
Basics:
How to Use
Investments
for Tomorrows
Future
John Goodrich,
CFP

Managing
Your Money
in Hard Times
(Spanish)
Xavier
Maldonado,
CFP

candidate
Accomplishing
Your Financial
Mission for
Military
Families
Bill Boggs,
CFP

Debt
Management
Aric Jacobson,
CFP

Volunteers
For your convenience, contact information for fnancial planners who have volunteered at todays
Financial Planning Day is included in this directory, along with additional languages they speak other
than English. Please note that we have verifed only that each volunteer holds CFP

certifcation; other
designations listed are provided at the request of the individual and have not been verifed.
Gil Armour, CFP

5151 Shoreham Place, #130

San Diego, CA 92122
858-558-2090
garmour@sagepointadvisor.com
www.sandiegoretirementplanners.com
Andrea Ashbacher, CFP

3121 Huula Dr.

Oceanside, CA 92058
andreaashbacher@hotmail.com
Jon Beyrer, CFP

420 Stevens Ave #250

solana beach, CA 92075
858-755-5166
beyrer@bfadvisers.com
David Block, CFP

4924 Vista Arroyo

La Mesa, CA 91941
619-322-7520
dblocksdsu@aol.com
Lisa Brinig, CFP

10616 Scripps Summit Court

San Diego, CA 92131
858-795-2117
lbrinig@cbiz.com
www.marinerwealthadvisors.com
Casey Broach, CFP

4542 Ruffner St. STE 300

San Diego, CA 92111
858.560.0366
casey@dacafg.com
www.dacafg.com
Magetta Chantiloupe, CFP

11060 Creekbridge Place

San Diego, CA 92128
858-513-2602
mchantiloupe@san.rr.com
mchantiloupe.com
Sandra Conners, CFP

10616 Scripps Summit Court, Suite 110

San Diego, CA 92131
8587952121
sandrasd500@msn.com
Peter Dold, CFP

13520 Evening Creek Dr Suite 110

San Diego, CA 92057
858 769 3841
peter.j.dold@ampf.com
ameripriseadvisors.com/peter.j.dold
Robert Eddy, CFP

888 Rio San Diego Dr #1150

San Diego, CA 92108
619-298-3993
bob@mycccmi.com
myccmi.com
Margaret Eddy, CFP

8880 Ro San Diego Drive Suite 1150

San Diego, California 92108
619-298-3993 307
peg@myccmi.com
myccmi.com
Jeff Goldman, CFP

1947 Camino Vida Roble, Suite 108

Carlsbad, CA 92008
760-918-0304 111
jeff@lifeplanningadvisors.com
John Goodrich, CFP

16835 W. Bernardo Dr., Suite 105

San Diego, CA 92127
858.485.7200
john@goodrichfg.com
www.goodrichfg.com
Volunteers continued
Judy Hagar, CFP

6390 Greenwich Drive #230

San Diego, California 92122
858-550-7090
whp@whpfnancial.com
www.whpfnancial.com
French
Aric Jacobson, CFP

1111 Klish Way

Del Mar, ca 92014
858-353-5141
aricdj@yahoo.com
Leslie Klein, CFP

4380 La Jolla Village Dr., Ste. 200

San Diego, CA 92122
858-410-5755
lklein@frstam.com
frstamtrust.com
Jeremy Kovacevich, CFP

6390 Greenwich Dr. #230

San Diego, CA 92122
8585506090
jeremy_kovacevich@yahoo.com
www.whpfnancial.com
John Lattarulo, CFP

10636 Scripps Summit Court, Suite 126

San Diego, CA 92131
6192182734
jlattarulo@alphaglobalinvest.com
www.alphaglobalinvest.com
Xavier Maldonado
12651 High Bluff Dr. Suite 350
San Diego, CA 92130
(858) 794-2100
xavier@wealthanalytics.com
www.wealthanalytics.com
Spanish
John Parrillo, CFP

11545 W. Bernardo Court Ste 203

San Diego, CA 92127
888-604-2321 1
john.parrillo@gmail.com
Mary Beth Pavia, CFP

9350 Waxie Way, #500

San Diego, CA 92123
858-636-7183
marybeth.pavia@hoylecohen.com
Cathie Restivo, CFP

3788 Elliott St. #21

San Diego, CA 92106
805-857-5900
cathier3@att.net
www.lfeinstitute.com
Nathaniel Ritchison, CFP

3131 Camino del Rio N

San Diego, CA 92108
619-814-4100
nritchison@gmail.com
www.purefnancial.com
Linda Rogers
9350 Waxie Way, Suite 500
San Diego, CA 92123
917-574-7486
linda.rogers@hoylecohen.com
John Rossitto, CFP

PO Box 19
Spring Valley, CA 91976
(619) 4611199
john.rossitto@lpl.com
WWW.LPL.COM/AFD
Melinda Staab
760.295.8245
Melinda@PRLatitude.com
www.PRLatitude.com
Larry Steckler, CFP

14259 Danielson Street

Poway, CA 92064
858 513 8445
larry@swgrp.com
www.stecklerandwynns.com
David Unger, CFP

3089-C Clairemont Drive #488

San Diego, CA 92117
619-884-0840
dunger@spassociation.org
www.SPAssociation.org
Notes
Notes
Notes
Notes
Acknowledgments
For additional resources and to learn about future events, visit
www.FinancialPlanningDays.org
San Diego Financial Planning Day is presented by
City of San Diego
Financial Planning Association of San Diego
Certifed Financial Planner Board of Standards
Foundation for Financial Planning
The United States Conference of Mayors
Additional support has been provided by
Steering committee
Offce of Mayor Jerry Sanders: Stephen Lew, Victoria Joes, Nancy Guido, and
Ron Lacey
Offce of City Council President Tony Young: Venus Molina
City-County Reinvestment Task Force: Maggie Ruiz
Housing Opportunities Collaborative: Gregorio Estrella and Appaswamy
Vino Pajanor
Community Housing Works: Gabe del Rio
San Diego Housing Commission: Megan ODowd
Workforce Partnership: Todd Philips, Margie de Ruyter, and Mark Nanzer
National media sponsor
Chris Rand, Your Family
Matters, KCBQ 1170 AM
George Chamberlin, Money in
the Morning, KOGO 600 AM
KUSI
The San Diego Union-Tribune
San Diego City-County
Reinvestment Task Force
San Diego City Economic
Growth Services
San Diego City Offce of Small
Business Development
San Diego District Attorneys Offce
San Diego Vet Center
SDG&E Care Program
Springboard Credit
Univision
VITA
Veterans Village of San Diego
Warrior Transitions