San Diego Chapter             

October 22, 2024               

 

San Diego Chapter SFSP

Officers and Board of Directors 2005 - 2006

President – Vote

Brian Haubenstock, ChFC, CLU

Pinnacle Planning & Insurance Services

4275 Executive Square #900, La Jolla, CA 92037

Tel: 858/731-3159 Fax: 858/546-3978

Cell: 858/692-1773

Email: bhaubenstock@psfin.com

Immediate Past President - Vote

Michael G. Bradley, CLU

185 West "F" Street Suite 100 A

San Diego, Ca 92101

Tel: 619/230-0932 Fax: 619/230-0934

Toll Free Tel: 866/825-6788

Cell: 619/742-8226

Email: mbtaco@aol.com

Treasurer – Vote

Warren J. Millard, CLU, ChFC

New England Financial

2020 Camino Del Rio No. #400, San Diego 92108

Tel: 619/683-6219 Fax: 619/692-0845

Cell: 858/525-2685

Email: wjmillard@aol.com

(Director Student Development)

 

Director - Programs – Vote

William Irwin, Jr., CLU, ChFC

2254 Moore Street, #202 San Diego 92110

Tel: 619/692-9650 Fax: 619/298-2177

Cell: 619/972-1577

Email: wirwin@AIGfinancialadvisor.com

 

Director - DVD & Audio Conference - Vote

John J. Rodee, CLU

2254 Moore Street #202, San Diego 92110-3025

Tel: 619/298-5177 Fax: 619/298-2177

Email: jrodee@sbcglobal.net

 

Director – Leadership/ CE Day Chair– Vote

Peter Vanderpoel, CLU, ChFC

AXA Advisors

701 “B” Street Suite 1500, San Diego 92101

Tel: 619/557-8220 Fax: 619/238-8515

Email: peter.vanderpoel@axa-advisors.com

 

 

 

Director – No. County Development – Vote

Manny Martinez, ChFC

Capital Planning Concepts, Inc.,

325 West 3rd Ave., #203, Escondido 92025

Tel: 760/741-7706 Fax: 760/480-4516

Email: manmart@juno.com

 

Director – Sponsorships & PR- Vote

Rick Barclay, CLU

Barclay Insurance Agency

2005 Burton St. #20, San Diego 92111

Tel: 858/573-2706 Fax: 858/467-9186

Email: rickbarclay@sbcglobal.net

Director-Vote

J. Richard Cook, CLU

Barrett Financial Strategies

12555 High Bluff Dr. Suite 140

San Diego, Ca. 92130

Tel:858/793-0513

Fax: 858/793-1049

Email: dick@bfsconsulting.com

 

Society National Liaison

Bruce Bare, Jr. CLU, ChFC

PO Box 7119

Rancho Santa Fe, CA 92067-7119

Tel: 858/756-7795 Fax: 858/756-7738

Email: budbare@cox.net.

                  

                       * * *

San Diego SFSP Chapter Offices

Tel: 619/889-2303

Email: SanDiegoSFSP@aol.com

                    

Chapter Executives – no vote

Susan Johnson & Piera Pickett

PO Box 4083, Seal Beach, CA 90740

Fax: 562/493-1022

Fax: 714/893-1313

Susan Johnson Cell: 562/760-7179

Piera Pickett Cell:    714/767-1974