As a senior financial advisor, Liz provides financial planning and advice, working with clients to develop strategies unique to their financial and personal goals. She coordinates all aspects of wealth management and collaborates with Running Point’s team of cross-disciplinary professionals to provide options and solutions for individual situations.
Jan Walsh is a highly motivated and accomplished insurance executive with personal and professional integrity. Her innovative sales and marketing strategies and leadership skills are the foundation of her success.
Janelle has 20 years of global experience across human resources, operations and strategy. With Latina roots from Honduras, she co-founded Aneuvia with the simple belief that diversity isn’t about counting numbers – it’s about making the numbers count. Janelle’s deep passion for diversity and inclusion, coupled with her strategic forte in investments is highly sought after by clients.
Joyce Averna is a Vice President with J.P. Morgan’s Private Bank in Orange County, California. She is responsible for serving and advising families on all facets of their financial life including investment and wealth management strategies, banking, lending, trust and estate planning, and charitable giving.
Juila is an Educational Consultant. She holds a doctorate in Education from USC and a Master’s degree in Administration. She is co-founder and past president of the Bulls, Bears & Ladies investment group, has founded two additional groups and has served as consultant in organizing new investment clubs. She is a member of the Protocol Commission of the Orange County Office of Protocol & International Business Development and is designated as Deputy Chief for Education. She serves on the Advisory Committee to the California State Dept. of Education and the National Advisory Committee to the American Horticultural Society.
Since November 2013, I have been a volunteer and recent board member with my role being VP Marketing Officer at WISE. My goal is to recruit new members by introducing them through mixers and special events.
Lisa L. Banning is a Certified Financial Planner, a Registered Representative of FMN CAPITAL CORPORATION and a Registered Investment Advisory Representative of FINANCIAL MANAGEMENT NETWORK, INC. She holds her series 7 and 66 securities licenses as well as her Life/Health/Disability Insurance license, with an emphasis in Long Term Care.
Rosemary Pugh is an accomplished marketing executive who most recently served as Senior Vice-President of Marketing for Research Affiliates and Green Street. Her tenure at both firms was marked by exceptionally rapid growth in followers across digital platforms, virtual event attendance and inbound lead generation. Green Street more than doubled in value.
Stephanie King is a seasoned investment management executive whose career includes seventeen years at PIMCO. As head of institutional sales groups, she drove strategy to exceed revenue targets. And, she advised and educated investors and their boards on investment strategies as a senior account manager.
Anna Yu a Senior Vice President and an Account Manager at Pacific Investment Management Company (PIMCO) with over 20 years of experience working in the asset management industry. Anna focuses on client servicing and business development in the U.S. and works primary with institutional corporate retirement plans.
“My own life-changing transition inspired me to start Inspired Financial so that I could help other women and their families navigate their difficult life transitions and emerge confident, financially secure and empowered to deal with future life events.”
Evelyn is a Certified Financial Planner™ (CFP®) professional and serves on the Board of Directors of the Financial Planning Association. She was an adjunct professor in the Personal Financial Planning Program at the University of California at Irvine and serves on the Advisory Board for the Center for Investment and Wealth Management at UCI.
Laura has been sought after to serve on professional boards throughout her career. She is currently a member of the TD Ameritrade Elite Advisory Board, where members meet quarterly to weigh in on industry issues. She was recently appointed a Trustee of the Board of Foundation for Financial Planning, a national organization that supports pro bono financial planning. Laura has also served as a Director on the National Board of the Institute of Certified Financial Planners, and is a past President of the Orange County Society of the ICFP. Laura served on the Charles Schwab Institutional Advisory Board and the Certified Financial Planner Board of Standards’ Board of Examiners.
As executive director of Age Well Senior Services, Dr. Marilyn Ditty leads a nonprofit public-benefit charitable organization that provides vital services to the elderly in Orange County. She is best known for establishing an excellent model for community-based care for the elderly, which has served the 85,000 elderly in Orange County for nearly 30 years.
Mark Moehlman holds an MBA from the USC Marshall School of Business, and has dedicated his entire business career to helping others manage their wealth. Mark was born in Los Angeles and moved to Newport Beach in 1975, and has lived in Big Canyon for the past twenty years.
Financial services professional with over 20 years of industry experience. Previous positions prior to joining Prudential in 2011 have been a retirement plan consultant specializing in investment consulting, branch manager/compliance officer for large independent broker/dealer firm and portfolio manager for high net worth individuals.
Dr. Victoria Collins, Ph.D., Invest In Yourself Conference Founder, a principal in First Foundation Advisors, has been named among the "best financial advisers" in the country by Worth Magazine for five consecutive years.