CFP Board's inaugural free Financial Planning Clinic was a resounding success! Thousands of consumers from the Los Angeles Metro area and beyond stopped by the Los Angeles Convention Center on Friday, August 4, 2006 to sit down and speak with volunteer CFP® professionals about their finance-related questions, concerns and curiosities.

Before the Clinic opened, crowds of people waited eagerly in line at the entrances to the 8,530 square-foot meeting space, and as soon as the doors opened, the meeting hall was filled to capacity and remained full for the duration of the Clinic. Not a single person left the Clinic without consulting at least one volunteer, and many were able to consult several of the volunteers stationed at the 60 tables. While each table was assigned a different financial topic - such as retirement planning, investment strategies, tax planning and debt management - the volunteers all answered a broad range of questions and, needless to say, remained busy.

Photography by Mark Roth

Many of the volunteer CFP® certificants expressed how much they enjoyed participating in the Financial Planning Clinic and how much fun they had interacting at such a personal level with so many consumers. This feat would not have been possible without the generosity of the more than 100 CFP® professionals willing to spend their Friday afternoon helping and making a difference in the lives of so many people. CFP Board would like to express its heartfelt gratitude and appreciation to each of the volunteers for helping to make this event not only possible, but successful.

At the free Financial Planning Clinic, thousands attendees visited informally with volunteer CERTIFIED FINANCIAL PLANNER™ professionals seated at tables designated for certain financial topics. There was no sale of products or services, and volunteers were not permitted to hand out business cards or attempt to sell any services outside the Financial Planning Clinic. Read Important Information Concerning CFP Board's Free Financial Planning Clinic.

Registration is now open for CFP Board's 2007 Financial Planning Clinic, which will be held Saturday, August 2007 at the Sheraton Boston Hotel.

CFP Board thanks the following CFP® professionals who helped make the Financial Planning Clinic a success:

• Gay Abarbanell, CFP®, Culver City, CA
• Kelly Alexander, CFP®, Sherman Oaks, CA
• Craig Allen, CFP®, Summerland, CA
• Roberta Bautista Armijo, CFP®, Arcadia, CA
• Lynette Atchley, CFP®, Redlands, CA
• John Bauer, CFP®, Encino, CA
• Vicki Bauer, CFP®, Glendale, CA
• Robert Baumann, CFP®, Los Angeles, CA
• Michael Bernard, CFP®, Pasadena, CA
• Jim Blazer, CFP®, Valencia, CA
• Bill Boatwright, CFP®, Encino, CA
• Shelley Lee Boyce, CFP®, Carlsbad, CA
• Ravi Chandhiramouli, CFP®, Thousand Oaks, CA
• Ken Charlton, CFP®, Irvine, CA
• Catherine Chen, CFP®, Cupertino, CA
• Charles Chen, CFP®, Walnut, CA
• Yu Chin Chen, CFP®, Rowland Heights, CA
• Martin Clement, CFP®, Santa Clarita, CA
• Brian Conners, CFP®, San Juan Capistrano, CA
• Robert Cullen, CFP®, Upland, CA
• Denise Delaney, CFP®, Irvine, CA
• Dennis De Young, CFP®, Northridge, CA
• Daniel Disimile, CFP®, Beverly Hills, CA
• Scott Eason, CFP®, El Dorado Hills, CA
• Herbert Farrington, CFP®, Irvine, CA
• Michael Fay, CFP®, Claremont, CA
• Darius Gagne, CFP®, Santa Monica, CA
• Eric Garcia, CFP®, Century City, CA
• Randy Gardner, CFP®, Lawrence, KS
• John Girlando, CFP®, Carrpinteria, CA
• Alan Goodstein, CFP®, Burbank, CA
• Joseph Gray, CFP®, Sylmar, CA
• Michael Green, CFP®, Santa Clarita, CA
• Philip Grochmal, CFP®, South Pasadena, CA
• Brett Gross, CFP®, Torrance, CA
• Jeffrey Gurman, CFP®, Culver City, CA
• Diane Haneklau, CFP®, St. Louis, MO
• Susan Handa, CFP®, Santa Monica, CA
• Jack Harmon, CFP®, Atlanta, GA
• Philip Herrera, CFP®, Claremont, CA
• David Hsiang, CFP®, Irvine, CA
• Phillips Huffman, CFP®, Pasadena, CA
• Michael Johns, CFP®, Glendale, CA
• Victor Jones, CFP®, Torrance, CA
• Kenneth Kalka, CFP®, Costa Mesa, CA
• Sun Mi "Anne" Kim, CFP®, Los Angeles, CA
• William Klepper, CFP®, Los Angeles, CA
• Dorothy Strackbein Koetz, CFP®, Woodland Hills, CA
• Nicholas Krsnich, CFP®, Woodland Hills, CA
• Fikry Lansing, CFP®, Pasadena, CA
• Sean Lavin, CFP®, Sierra Madre, CA
• Thomas Lin, CFP®, Pasadena, CA
• Jim Lorenzen, CFP®, Thousand Oaks, CA
• Colin Mackenzie, CFP®, Pasadena, CA
• Diane Maloney, CFP®, Plainfield, IL
• Charles Mann, CFP®, San Juan Capistrano, CA
• Edward Markovich, CFP®, Westlake Village, CA
• Charles Mason, CFP®, Los Angeles, CA
• Jonathan Mclean, CFP®, Glendale CA
• Stephen Mihaly, Esq., CFP®, Los Angeles, CA
• Jerrilynn Myers, CFP®, Ramona, CA
• Dwight Nakata, CFP®, Cerritos, CA
• Timothy Neuville, CFP®, Newport Beach, CA
• Frank Paré, CFP®, Oakland, CA
• Barry Pinsky, CFP®, Encino, CA
• Mark Prendergast, CFP®, Fresno, CA
• Andrew Quinn, CFP® , Redlands, CA
• Mohammad Raghib, CFP®, Long Beach, CA
• Michael Riedel, CFP®, Torrance, CA
• Manny Sandoval, CFP®, Long Beach, CA
• Tom Santoro, CFP®, Fullerton, CA
• Michael Savage, CFP®, Mc Lean, VA
• Andy Savur, CFP®, Chatsworth, CA
• Jason Scharp, CFP®, Brea, CA
• Carolrose Schlesinger CFP®, Woodland Hills, CA
• John Schnieders, CFP®, Pasadena, CA
• Jacob Shen, CFP®, Irvine, CA
• Larry Shrednick, CFP®, Woodland Hills, CA
• Ellen Siegel, CFP®, Miami, FL
• Sam Smith, CFP®, West Hollywood, CA
• Andrea Spatz, CFP®, Los Angeles, CA
• Cynthia Stauffer, CFP®, Claremont, CA
• Joseph Steinberg, CFP®, Encino, CA
• Janean Stripe, CFP®, San Diego, CA
• Daniel Su, CFP®, Diamond Bar, CA
• Douglas Taylor, CFP®, Torrance, CA
• Jonathan Ton, CFP®, Fountain Valley, CA
• Hong Tran, CFP®, Sherman Oaks, CA
• Maureen Tsu, CFP®, San Juan Capistrano, CA
• Alan Ungar, CFP®, Calabasas, CA
• Nancye Valencia, CFP®, Santa Monica, CA
• Stephen Vignale, CFP®, Sherman Oaks, CA
• Doc Vong, CFP®, Arcadia, CA
• Stephen Walsh, CFP®, Bakersfield, CA
• Richard Ward, CFP®, Newport Beach, CA
• Art Warschaw, CFP®, Encino, CA
• Scott Wedgbury, CFP®, Glendale, CA
• Carol Wilshire, CFP®, Pasadena, CA
• Mandy Woo, CFP®, Irvine, CA
• Frederick Woolley, CFP®, Redlands, CA
• Jacob Yashar, CFP®, Los Angeles, CA
• Laiping Yuen, CFP®, Costa Mesa, CA
• Tom Zachystal, CFP®, Beverly Hills, CA
• Ken Zahn, CFP®, Saint Petersburg, FL
• Evelyn Zohlen, CFP®, Garden Grove, CA

IMPORTANT INFORMATION CONCERNING CFP BOARD'S FREE FINANCIAL PLANNING CLINIC
 
The independent professionals at this financial planning clinic have volunteered to provide free general financial planning information. By accepting this information without paying any costs or fees, you expressly agree that you will hold all individuals and parties associated with this clinic harmless regarding any action you may ultimately decide to take in connection with information, conversations, advice or recommendations you may receive here.

Any facts, recommendations or advice you may receive here today is for informational purposes only, and reliance on it is solely at your own risk. No client, representative or agent relationships may be formed here today. Information obtained here is not intended to be a substitute for professional advice or assistance. Do not disregard professional advice or delay in seeking it because of any information you obtain here today.

CFP Board does not recommend or endorse any individual professionals or professional services. CFP Board's Mission focuses on creating awareness of the importance of financial planning, helping underserved populations have access to competent and ethical financial planning and creating and enforcing uniform standards of competence, practice and ethics of financial planners.