Volunteers of the Year
2021 - Mark Silberfarb
2019 - Leslie Rea, MBA, CFP®
2018 - Bonnie S. Stramer, CFP®
2017 - Julie Bray, CFP®
2016 - Fred Jin, CFP®, CRCP®
2015 - Karmen Younes
2014 - Linda Barlow CFP®
2013 - Aileen Danley MBA, CFP®
2012 - Evelyn Zohlen, MBA, MS, CFP®
2011 - Kevin Henss, CFP®, MA
FPAOC’s Volunteer of the Quarter
2021
4th Quarter – Jodi Selleck
3rd Quarter – Bradley Shamas
2nd Quarter – Mark Silberfarb
1st Quarter – Kelly Campbell
2020
4th Quarter – Laurie Dubchansky
3rd Quarter – Glenn Yasukochi
2nd Quarter – Not Active/COVID-19
1st Quarter – Urban Adams
2019
4th Quarter – Steve Carder
3rd Quarter – Bernd Steinebrunner
2nd Quarter – Brian Ephraim
1st Quarter – Balaji Rao
2018
4th Quarter – Leslie Rea
3rd Quarter – Mark Powell
2nd Quarter – Linda Lewis
1st Quarter – Scot Shier
2017
4th Quarter – Sandy Juranich
3rd Quarter – Julie Bray
2nd Quarter – Robert Wallace
1st Quarter – Ashley Bleckner
2016
4th Quarter – Susan Goodman
3rd Quarter – Fred Jin
2nd Quarter – Kimberly McFee
1st Quarter – Mark Pendergast
2015
4th Quarter – Kevin Henss
3rd Quarter – Meghan Coolbaugh
2nd Quarter – Janet Larsen
1st Quarter – Maria Kutscher
2014
4th Quarter – David MacLeod
3rd Quarter – Andrew Scammon
2nd Quarter – Tracy Fozdar
1st Quarter – Karmen Younes
2013
4th Quarter – Bob Welge
3rd Quarter – Kimberly McFee
2nd Quarter – Aileen Danley
1st Quarter – Renee Trommler
Chapter Awards
2019 Two Outstanding Achievement Awards – Innovative Education (Southwest Conference) and Student Involvement (FPAOC Internship Program)
2018 Two Outstanding Achievement Awards – Pro Bono Through Advocacy and Corporate Partnership Program
2016 Three Outstanding Achievement Awards – Leadership Development (Future Leaders Group), Technology/Website Development (FPAOC’s use of Office 365), and for the Financial Philosophy created by the Board of Directors.
2015 Two Outstanding Achievement Awards – Membership (“I AM FPA of Orange County” video) and Financial Planning Week (linking the California State Controller’s Office 2014 Manage Your Money Week with our Orange County Financial Planning Day)
2014 Outstanding Achievement Award – FPAOC Innovative Education (Quarterly Chapter Dinner)
2013 Outstanding Achievement Award – FPAOC Events Bulletin
2013 Roadmap to Success – Gold Level Achievement
2013 Blue Ribbon Best Practices Award
2012 FPA Outstanding Achievement Award – Innovative Education
2012 FPA Outstanding Achievement Award – Career Development
2011 FPA Outstanding Achievement Award – Partnering with Like-Minded Organizations