To educate service members to make more informed financial decisions through one-on-one financial counseling and online education that integrates saving, spending, and goal-setting practices.
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David Block, US Army, Retired, CFP®President, Founder
David Block, a retired U.S. Army officer, is experienced with the financial challenges facing our military today. Since retiring, he obtained the necessary education to become a CFP®, a Master in Financial Services, and taught at two universities.
Jas Arandia, USMC Veteran, AFC®Secretary
Jas served 5 years in the US Marine Corps before attending San Diego State University and graduated with a Masters degree in Financial and Tax Planning. He currently works as a Personal Financial Counselor for military members under Zeiders Enterprises.
Steven Fox, USMC Veteran, CFP®Treasurer
Steven Fox is the founder of Next Gen Financial Planning and an 8 year veteran of the US Marine Corps. He attended San Diego State University where he graduated with honors while earning a bachelors degree in financial services, a certificate in personal financial planning, and a minor in entrepreneurship.
J. Steven Penner, USMC VeteranAdvisory Board Member
J. Steven Penner is a veteran of the US Marine Corps and is the President of Fireside Capital Advisors, Inc. He serves as an Advisory Board Member with Financial Independence Training, Inc.
Gordon Tudor, CFP®Advisory Board Member
Gordon is a principal of Wealth Analytics and has been a leader in the financial planning industry for more than twenty years. He is the past President and current Chairman of the Financial Planning Association of San Diego.
Dick Power, US Army, Retired, CFP®Advisory Board Member
Dick Power, a retired Army Colonel, is the principal of Power Plans and is a highly respected leader in the financial planning profession. He received the FPA's Heart of Financial Planning Award in 2012 and continues to give back to community through his involvement in multiple pro bono efforts and non-profit boards.