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Just press Ctrl+F and type in the city name or state abbreviation then press enter.
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Fellowship of Graduate Estate Planning Consultants by State
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| Name |
City |
State |
ZIP |
Phone Number |
Email Address |
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| Alabama |
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| Oley B. Kelley |
Birmingham |
AL |
35244 |
205-733-8006 |
oleyk@bellsouth.net |
| Kevin Crenshaw |
Huntsville |
AL |
35810 |
256-858-4939 |
khcren@aol.com |
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| Alaska |
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| Arizona |
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| John Swan |
Phoenix |
AZ |
85012 |
602-252-0911 |
jswan@cuefinancial.com |
| Myron (Mike) Strand |
Phoenix |
AZ |
85016 |
602-840-3900 |
mstrand@ecawealth.com |
| Anthony F. Marchesi |
Phoenix |
AZ |
85028 |
602-230-8222 |
anthony@netvestllc.com |
| Janet A. Mielke |
Paradise Valley |
AZ |
85253 |
480-556-6789 |
mielke@netvalue.net |
| Michelle Clay |
Scottsdale |
AZ |
85254 |
480-778-0700 |
michelle.clay@lpl.com |
| Warner Lewis, III |
Scottsdale |
AZ |
85258 |
877-438-7878 |
warner@e-trusts.net |
| Anthony J. Blackwell, J.D., GEPC |
Phoenix |
AZ |
85259 |
602-762-2758 |
ajb@i-esquire.com |
| Joanne C. Ferrara |
Cave Creek |
AZ |
85331 |
480-659-0750 |
jcferrara@cox.net |
| David N. Johnson, RFC, GEPC |
Oro Valley |
AZ |
85737 |
520-575-7020 |
davidnjohnson@comcast.net |
| Stephen L. Franklin |
Prescott |
AZ |
86305 |
928-445-0111 |
******* |
| Blaine L. Burford, CSA, CEPP |
Prescott |
AZ |
86314 |
928-772-0734 |
usarev001@yahoo.com |
| Donald J. Deasy |
Scottsdale |
AZ |
85262 |
480-595-7887 |
don@epsestateplans.com |
| Dwain D. Pickens, J.D., CPA, CFP, GEPC |
Scottsdale |
AZ |
85258 |
480-515-9800 |
taxlaw@pickensgroup.com |
| Frank Bornstein |
Phoenix |
AZ |
85028 |
602-953-7710 |
******* |
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| Arkansas |
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| W. David Moore |
Little Rock |
AR |
72205 |
501-376-0732 |
david.moore@abf.org |
| John W. Lauer |
Hot Springs |
AR |
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ArkPowerBroker@aol.com |
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| California |
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| Christopher W. Moore |
Arcadia |
CA |
91006 |
626-862-7076 |
******* |
| Mark S. Rothstein, CFP, EA |
Redondo Beach |
CA |
***** |
310-374-8950 |
mrothstein@tristareetg.com |
| Harold Stephenson |
Concord |
CA |
64520 |
925-671-2400 |
harold.stephenson@lpl.com |
| Muthukumar Balasubramanian |
Los Angeles |
CA |
90045 |
310-670-0800 |
balu@afgweb.com |
| Michael G. Crupi, MBA |
West Hollywood |
CA |
90046 |
310-493-9989 |
michaelcrupi@aol.com |
| Jason Vanclef |
Marina Del Rey |
CA |
90292 |
310-621-6541 |
******* |
| Rose Greene, CFP |
Santa Monica |
CA |
90405 |
310-399-1200 |
rose@rosegreene.com, www.rosegreene.com |
| Larry S. Hogan |
Los Alamitos |
CA |
90720 |
714-236-8270 |
larryh@lblgroup.com |
| Barbara L. Kalligan |
Seal Beach |
CA |
90740 |
562-596-6007 |
barbara@mcqueenfinancial.com |
| Jefferson D. McBriety |
Seal Beach |
CA |
90740 |
562-596-6007 |
jmcbriety@aol.com |
| Stan Diliberto, CPA, CFP |
Seal Beach |
CA |
90740 |
562-493-4495 |
stan@stancpa.com |
| David A. Perry, CFP |
Seal Beach |
CA |
90740 |
562-493-0031 |
david.perry@lpl.com |
| Ronald L. Stiles |
Seal Beach |
CA |
90740 |
562-596-0409 |
ronald_stiles18@hotmail.com |
| Bruce H. Polk |
San Marino |
CA |
91108 |
626-862-1961 |
brucepolk@aol.com |
| Bryan Hall |
Glendale |
CA |
91203 |
800-490-1447 |
bryan.hall@lpl.com |
| David M. Langan |
Calabasas |
CA |
91301 |
818-880-1242 |
dlangan@ameritas.com |
| Deborah Fassler Reed |
Thousand Oaks |
CA |
91360 |
805-370-2073 x13 |
deborah.reed@lpl.com |
| James G. Kirschner |
Thousand Oaks |
CA |
91360 |
805-499-3400 |
james.kirschner@lpl.com |
| Russell E. Suede |
Woodland Hills |
CA |
91364 |
818-348-4800 |
www.rsuede@gsandcocpa.com |
| Donna J. Cunning |
La Mesa |
CA |
91941 |
619-660-9600 |
donna@allsure.net |
| Charlie Roberts |
La Mesa |
CA |
91941 |
619-660-9600 |
charlieroberts@allstate.com |
| Daniell De Marce Stanton |
La Mesa |
CA |
91941 |
619-644-1277 |
dani66@corad.net |
| Marc Egan |
Cardiff By The Sea |
CA |
92007 |
858-922-9882 |
marcfankegan@yahoo.com |
| Douglas G. Hansen |
Carlsbad |
CA |
92008 |
858-259-7377 |
dhansen@consultant.com |
| Clark G Moffat |
Vista |
CA |
92028 |
760-731-0489 |
money-wise@sbcglobal.net |
| Jan Earl Haynes |
La Jolla |
CA |
92037 |
858-456-5225 |
******* |
| Jon Hellings |
San Marcos |
CA |
92069 |
800-397-3743 |
jhellings@lawinfo.com |
| Timothy A. McQueen |
San Diego |
CA |
92108 |
619-295-9935 |
tim@mcqueenfinancial.com |
| Paul A. Olson |
San Diego |
CA |
92108 |
619-295-9935 |
paul@mcqueenfinancial.com |
| Sandeep Varma |
San Diego |
CA |
92121 |
858-643-5756 |
sandeep.varma@lpl.com |
| Randy Paul Masciarelli |
San Diego |
CA |
92121 |
858-450-9606 x7676 |
randy.masciarelli@lpl.com |
| Steven J. Musser |
San Diego |
CA |
92121 |
858-643-5757 |
framona@aol.com |
| Jack B. Regan |
San Diego |
CA |
92121 |
858-643-5757 |
jack.regan@lpl.com |
| Bradford R. Yeater |
San Diego |
CA |
92121 |
619-518-3793 |
brad@estateandtrust.org |
| Jeffrey C. Anderson, Jr. |
San Diego |
CA |
92122 |
858-546-4449 |
jeff.anderson@lpl.com |
| Joan M. Peterson |
San Diego |
CA |
92122 |
858-546-4433 |
jpeter10@san.rr.com |
| Jim Bogart |
San Diego |
CA |
92124 |
858-278-1220 |
jim.bogart@lpl.com |
| Thomas J. Garcia, CFP |
San Diego |
CA |
92129 |
858-780-9218 |
tjg@nctimes.net |
| David M. Epstein, CEPS |
San Diego |
CA |
92130 |
858-764-6469 |
depstein@thepg.com |
| David Dow |
Palm Desert |
CA |
92260 |
760-779-8280 |
david.dow@lpl.com |
| Nancy Lois Dowgialo |
Palm Desert |
CA |
92260 |
760-779-8280 |
david.dow@lpl.com |
| Tracy Cuiying Zhang |
Riverside |
CA |
92503 |
626-625-6950 |
tracyzhang@allstate.com |
| Elizabeth A. Knoblach, CFP |
Riverside |
CA |
92506 |
909-683-7526 |
elizabeth.knoblach@lpl.com |
| Russell F. Knoblach |
Riverside |
CA |
92506 |
909-683-7526 |
russell.knoblach@lpl.com |
| Mike Duncan |
Canyon Lake |
CA |
92587 |
909-693-0595 |
lsw403b1@cs.com |
| Joe J. Suarez |
Lake Forest |
CA |
92630 |
949-837-3209 |
js@financialstrategiesusa.com |
| Myrone S. Vasquez |
Lake Forest |
CA |
92630 |
949-457-3570 |
mv@financialstrategiesusa.com |
| Michael W. Jowdy, CFP, CSA |
Huntington Beach |
CA |
92647 |
714-536-9213 |
michael.jowdy@lpl.com |
| Robert J. Krakower, CFP |
Huntington Beach |
CA |
92647 |
714-799-0774 |
lplrob@mindspring.com |
| Scott A. Smith |
Huntington Beach |
CA |
92648 |
714-719-0386 |
smith.scott@pennmutual.com |
| Ray Dicius |
Newport Beach |
CA |
92660 |
949-757-0941 |
ray@trisummit.com |
| Richard Hanson |
San Clemente |
CA |
92672 |
949-489-1112 |
csadvise@hotmail.com |
| Donald R. Davidson, III, JD |
Laguna Niguel |
CA |
92677 |
949-365-7080 |
******* |
| Patrick Murphy |
Coto De Caza |
CA |
92679 |
800-572-1098 |
pmurphy@aegonusa.com |
| Kenneth A. Nicholas, CPA |
Rancho Santa Margarita |
CA |
92688 |
949-587-1099 |
******* |
| Susan Powell, CFP, |
Tustin |
CA |
92780 |
714-665-2960 |
susan.powell@lpl.com |
| Robert S. Gascon, CLU |
Anaheim |
CA |
92807 |
800-777-9571 |
gascon.robert@pmimail.com |
| Rosetta M. Everts |
Anaheim |
CA |
92807 |
714-695-3600 |
everts.rosetta@pmlmail.com |
| Fred M. Saah |
Fullerton |
CA |
92831 |
714-879-9880 |
fsaah@htk.com |
| Harry M. Barth, Esq., CFP |
Orange |
CA |
92868 |
714-704-4828 |
harry@hmb47.com |
| Phillip J. Napper, Sr. |
Orange |
CA |
92868 |
714-704-6616 |
phillip@hmbfinlaw.com |
| Fera Shivaee |
Corona |
CA |
92882 |
909-549-6070 |
******* |
| Steve Angelo |
Corona |
CA |
92882 |
909-734-5559 |
prefbensrvs@aol.com |
| Sterling Daley |
Morro Bay |
CA |
93443 |
805-771-8975 |
sfs@charter.net |
| Jennifer Langstaff |
Paso Robles |
CA |
93447 |
805-226-0445 |
jennifer.langstaff@lpl.com |
| Ryan J. Langstaff |
Paso Robles |
CA |
93447 |
805-226-0445 |
******* |
| Gisela Schulz, EA, CFP, GEPC |
California City |
CA |
93505 |
760-373-4987 |
gschulz@ccis.com or gisela.schulz@lpl.com |
| Brian Dragon |
Belmont |
CA |
94002 |
650-298-0210 |
******* |
| Alexander J. Teodoro |
San Francisco |
CA |
94114 |
415-821-1880 |
alex.teodoro@lpl.com |
| Larry Wiens |
Alamo |
CA |
94507 |
925-314-0100 |
larry.wiens@lpl.com |
| R. Michael Hirth |
Benicia |
CA |
94510 |
707-758-7402 |
mikehirth@yahoo.com |
| Robert G. Green |
Napa |
CA |
94559 |
707-226-5434 |
robert@robertgreen.net |
| Joshua C. Bliss |
Pleasanton |
CA |
94566 |
510-755-0799 |
joshuacbliss@aol.com |
| Harry H. Singh |
Union City |
CA |
94587 |
510-207-6644 |
hsingh@bankofthewest.com |
| Joseph D. Lyons |
Walnut Creek |
CA |
94587 |
925-927-5000 x380 |
joseph.lyons@lpl.com |
| Thomas McAuliffe |
San Rafael |
CA |
94901 |
415-482-8622 |
tom@tmca.net |
| Robert Margetic, CLU, Ch ’FC |
San Rafael |
CA |
94903 |
800-871-6711 |
rlm@crt-net.com |
| Richard E. Duarte |
Rohnert Park |
CA |
94928 |
707-585-9800 |
richard.duarte@lpl.com |
| Anthony Michael Herauf |
Campbell |
CA |
95008 |
408-249-5555 |
aherauf@qwest.net |
| Valerie M. Harrison |
Los Gatos |
CA |
95032 |
650-968-1988 |
******* |
| Eric Ferenchak |
San Jose |
CA |
95112 |
408-279-7419 |
eric.ferenchak@uboc.com |
| Daniel Byrne |
Santa Rosa |
CA |
95402 |
707-528-0840 |
daniel.byrne@lpl.com |
| Danilo V. Sese |
Fair Oaks |
CA |
95628 |
866-768-2088 |
danilosese@aol.com |
| Robert A. Young |
Woodland |
CA |
95695 |
530-666-2128 |
robert.young@lpl.com |
| Larry G. Stark |
Woodland |
CA |
95776 |
530-666-2128 |
larry.stark@lpl.com |
| Joseph M. Martin |
Sacromento |
CA |
95820 |
916-761-0466 |
martin7992@aol.com |
| Mark W. Spelts |
Chico |
CA |
95973 |
530-891-0717 |
mark.spelts@lpl.com |
| Jonathon J. Allen |
San Diego |
CA |
92121 |
858-552-6612 |
Jonathon.allen@uboc.com |
| Theresa Binkley |
Irvine |
CA |
92612 |
949-553-2516 |
THERES.BINKLEY@UBOC.COM |
| Alex B. Chalekian |
Encino |
CA |
91436 |
818-528-3660 |
Alex.chalekian@lpl.com |
| Arthur B. Chalekian |
Encino |
CA |
91436 |
818-528-3660 |
Arthur.chalekian@lpl.com |
| Mark A. Gerardi |
San Diego |
CA |
92121 |
619-504-8382 |
mark.gerardi@uboc.com |
| Jon Hellings |
San Diego |
CA |
92106 |
800-397-3743 |
jhellings@lawinfo.com |
| Paul S. King |
Campbell |
CA |
95008 |
408-879-0789 |
paul@kingwealth.com |
| Alina O. Koutnouyan, MBA |
Glenndale |
CA |
91203 |
818-649-8653 |
alina@aok-consulting.com |
| Sheri L. May, CFO |
Santa Maria |
CA |
93455 |
805-928-0802 |
sheri.may@lpl.com |
| William Pardo |
San Diego |
CA |
92121 |
858-552-6608 |
******* |
| Rebecca Williams, CPA |
Santa Maria |
CA |
93455 |
805-928-0802 |
williamsrl@verizon.net |
| Rick Alvarado, CFP, GEPC |
Fallbrook |
CA |
92028 |
760-723-8199 x311 |
hfabox@yahoo.com |
| Kit Ann Batina, GEPC |
Belmont |
CA |
94002 |
650-522-8890 |
kitbatina@juno.com |
| Christopher Dukes, GEPC |
Long Beach |
CA |
90802 |
818-326-0889 |
cduke1972@aol.com |
| Frank P. Tabacca, GEPC |
San Rafael |
CA |
94913 |
415-717-9772 |
securemrt@aol.com |
| Leland G. Henken |
Santa Rosa |
CA |
95401 |
707-578-0675 |
leehenken@att.net |
| Leonard J. Ritter |
Marina del Rey |
CA |
90292 |
310-745-4838 |
ljritt@msn.com |
| William “Willie” Yahiro |
Watsonville |
CA |
95076 |
831-728-1237 |
wyi@pacbell.net |
| Peggy Lombardo |
Carlsbad |
CA |
92009 |
760-448-2882 |
peggy@financialteam.net |
| James Mabbutt |
Granite Bay |
CA |
95647 |
916-781-3700 |
james.mabbutt@lpl.com |
| Nancy S. Mendenhall |
La Mesa |
CA |
91941 |
619-698-9760 |
nancy.mendenhall@lpl.com |
| Gerad R. Mowrey |
La Mesa |
CA |
91941 |
619-698-9760 |
Gerad.mowrey@lpl.com |
| David J. Taddeo |
La Mesa |
CA |
91941 |
619-698-9760 |
david.taddeo@lpl.com |
| Maureen Verduyn |
Carlsbad |
CA |
92009 |
760-448-2882 |
mv@financialteam.net |
| Terry M. Morgan |
Bakersfield |
CA |
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661-397-7184 |
Terry0415@aol.com |
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| Colorado |
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| Les Simpson |
Littleton |
CO |
80123 |
303-579-6881 |
les520@earthlink.net |
| Vincent D. Kalbach |
Denver |
CO |
80210 |
303-333-0060 |
vince@scadv.com |
| Terry A. Herron |
Denver |
CO |
80247 |
303-870-8913 |
therron327@aol.com |
| James E. Rowe |
Grand Junction |
CO |
81596 |
970-245-5987 |
jrowe22653@aol.com |
| Phil Dottenwhy |
Castle Rock |
CO |
80108 |
303-814-3621 |
DottenwhyPhil@msn.com |
| Charles W. Ready, GEPC |
Pueblo |
CO |
81003 |
719-545-3454 |
cready@mcleodusa.net |
| Jack Schweikert, GEPC |
Highlands Ranch |
CO |
80130 |
303-791-8204 |
jackschewikert@hotmail.com |
| Kevin L. Sullivan |
Grand Junction |
CO |
81501 |
970-255-8566 |
klsullivan@earthlink.net |
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| Connecticut |
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| Kenneth A. Foisie |
Avon |
CT |
6001 |
860-678-7922 |
cfn_inc@yahoo.com |
| Norm M. Marland |
Westport |
CT |
6880 |
203-222-0333 |
******* |
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| Delaware |
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| Howard Richardson |
Greenville |
DE |
19807 |
302-654-5449 |
Howard.Richardson@imandp.com |
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| District of Columbia |
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| Florida |
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| Ellen B. Wilcox |
Lady Lake |
FL |
32159 |
352-259-1547 |
ebwilcox@aol.com |
| Carole J. A. Peck, MBA, CFP |
Bonita Springs |
FL |
34134 |
239-949-7100 |
carole@carolepeckfinancial.com |
| David H. Morgan |
St. Augustine |
FL |
32084 |
904-829-8981 |
david@retirementestateplan.com |
| Jacqueline Noveck, GEPC |
Largo |
FL |
33770 |
727-518-1512 |
noveck@tampabay.rr.com |
| Melissa D. Anderson |
Winter Park |
FL |
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407-629-1439 |
melissa.d.anderson@suntrust.com |
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| Georgia |
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| James W. Calder |
Dacula |
GA |
30019 |
678-482-0681 |
jca8891415@aol.com |
| Samuel A. Millsapps |
Acworth |
GA |
30102 |
770-975-0316 |
samuel.millsapps@lpl.com |
| Keith E. Boger, CFS, CSA |
Clarkesville |
GA |
30523 |
877-871-1590 |
keith.boger@lpl.com |
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| Hawaii |
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| Edmund S. Farm, CFP |
Honolulu |
HI |
96813 |
808-546-7007 |
edmund.farm@hartfordlife.com |
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| Idaho |
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| Z. Reed Millar, Jr., CLU, RFC |
Boise |
ID |
83709 |
208-321-4681 |
zrmillar@msn.com |
| Doug Wellsandt |
Hayden |
ID |
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