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BROUGHT TO YOU BY

San Diego
Financial Planning Day
SATURDAY, OCTOBER 8, 2011
Welcome
Welcome and thank you for attending today’s 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 you’re not
sure how to begin. Or you may have a specifc question about your personal
fnancial planning situation and feel it’s time you went to a fnancial planner for
some professional advice. No matter what category you are in, today’s 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 us—the fnancial planning
community and local governments nationwide—with a shared vision to unite our
collective resources and bring you Financial Planning Days.
Today’s 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
confdential—there 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, you’ll be able to attend educational workshops addressing
popular fnancial topics.
We hope that today’s 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 today’s 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 financial
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 benefits
• Managing health insurance
• Health savings accounts
• Pension benefts
Schedule
11:00am–3:00pm
Ask-a-
planner
clinic
9 financial
planners, 2 HUD-
certified housing
counsleors, and
a credit counselor
will be available
Counseling Room
11:00am–11:50am
Workshop session 1
12:00pm–12:50pm
Workshop session 2
1:00pm–1:50pm
Workshop session 3
2:00pm–3:00pm
Workshop session 4
10:00am–10:50am Main Theatre
Keynote speakers
Mayor Jerry Sanders
Council President Tony Young
KUSI’s Tom Jordan as MC
Workshops
Workshop
Room 1
Forging Your
Financial
Future
(English)
Leslie Klein,
CFP
®
Session 1
11:00–11:50am
Workshop
Room 2
Workshop
Room 3
Workshop
Room 4
Workshop
Room 5
Session 2
12:00–12:50pm
Session 3
1:00–1:50pm
Session 4
2:00–3:00pm
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
Nonprofit 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 Attorney’s
office
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
Nonprofit 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 Tomorrow’s
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 today’s
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 O’Dowd
• 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 Attorney’s Offce
• San Diego Vet Center
• SDG&E Care Program
• Springboard Credit
• Univision
• VITA
• Veteran’s Village of San Diego
Warrior Transitions