The West Region board exists to connect NAPFA members, deepen relationships between academic programs and planning firms, expand diversity, equity, and inclusion, support local professional education, and connect members with resources made available by the national organization within the western U.S. We are a group of volunteers committed to moving fee-only financial planning forward by giving back to the profession.
West Region Local Groups
NAPFA members have a strong history of grassroots networking and collaboration. Local groups are great places to meet other Fee-Only advisors, attend valuable CE-eligible educational programming, and connect with your peers. Join a West Region Local Group below.
ARIZONA
Phoenix
Contact: Michael Tarascio
Tucson
Contact: Raquel Hinman
CALIFORNIA
Los Angeles
Contact: Raquel Hinman
Los Angeles - South Bay
Contact: Raquel Hinman
North Bay
Contact: Raquel Hinman
NorCal
Contact: Brian Pon
Orange County
Contact: Raquel Hinman
San Diego
Contact: Sara Rosso
COLORADO
Denver
Contact: Susan Chesney
Northern Colorado
Contact: Raquel Hinman
NEW MEXICO
New Mexico
Contact: Paul Madrid
OREGON/WASHINGTON
Oregon/SW WA
Contact: Andrea Vedder
Seattle
Contact: Raquelle Hinman
UTAH
Salt Lake City
Contact: Raquel Hinman