2017 Board of Directors

Phuong N Quach, CFP®, CRPC®

Phuong N Quach, CFP®, CRPC®

President

Mission Statement My mission is to empower people like you to realize their dreams and goals through a comprehensive financial planning process.

Mira Ma, CFP®, RFC

Mira Ma, CFP®, RFC

Chairman/Past President

Mira is passionate about advancing the financial planning profession and is actively involved in the Financial Planning Association’s Silicon Valley Chapter. In her free time, you might find her at an indoor rock climbing venue or spending time in Italy with the family.
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Michael Sukle

Michael Sukle

President – Elect

As a Principal in the Private Client Group at Edgewood Partners Insurance Center (EPIC), Mike offers specialized solutions to the affluent community by providing property & casualty insurance solutions tailored to address their current risk exposures to optimize wealth preservation while reducing risk for these high net worth individuals and families.

Tony Blagrove CFA®, CFP®

Tony Blagrove CFA®, CFP®

Treasurer/Secretary

Tony specializes in analyzing and creating strategies around managing employer stock concentrations (stock options, restricted stock, pre-IPO stock, employee stock purchase plans, etc.) and their unique tax circumstances. Additionally, Tony is active in the Silicon Valley professional community, where he serves as Treasurer of the Financial Planning Association (FPA) of Silicon Valley.

William D. Pitney, MBA, CFP®

William D. Pitney, MBA, CFP®

Director of Advocacy

As the founder of FocusYOU, William provides practical financial knowledge, delivers fact-based solutions to support your goals, and facilitates conversations that might not otherwise take place between spouses and family. The results: he helps you put your financial affairs in good order, safeguard your wealth, and avoid costly mistakes.

Claire Shifren, CFP®

Claire Shifren, CFP®

Director of Memberships

A Bay Area native, Claire currently lives on the Peninsula with her Italian Greyhound, Rufus. The Fine Arts remain a passionate interest for Claire, a fan of PBS’s ‘Antiques Roadshow’ and member of the SF Fine Arts Museums.

Julie Ping He

Julie Ping He

Co-Director of Career Development

Registered with FINRA and the State of California. Provide client-centric, customized investment portfolios and comprehensive financial planning for individuals, families, and small business practices.

Greg Hacker

Greg Hacker

Co-Director of Partnerships

I am very fortunate to have built up a very supportive group of referral partners over my past 9 years in this industry. Relying on a professional network of financial planners, fiduciaries, elder care & estate planning attorneys, CPAs, and the in-home health care industry has offered me the benefit of becoming a trusted advisor for their clients financial needs.
Anna Sergunina, CFP®

Anna Sergunina, CFP®

Co-Director of Partnership

I passionately believe that in order to live a life of fulfillment and joy, we must genuinely serve each other in any way possible. I found my mission in life to serve others via financial planning.

Larysa Prytula, CFP®

Larysa Prytula, CFP®

Director of Pro Bono

Larysa believes in supporting financial independence for all segments of the community.  She is a member of the Financial Planning Association® (FPA®), a non- profit organization that exists to help consumers make intelligent financial decisions to achieve their life goals. Larysa is a chair for Financial Literacy Pro Bono Project for local libraries.

Michael Rabaca

Michael Rabaca

Co-Director of Programs

Michael became a financial planner after a long career in Finance and Accounting. Michael graduated with a Bachelor’s degree in Biochemistry and earned a Master’s in Accountancy, both from San Jose State University. He believes personal financial planning is a holistic exercise in helping individuals and families achieve their goals and dreams.

Rob Lyman

Rob Lyman

Co-Director of Programs

I work with families and individuals, business owners, and corporate executives. I partner with clients to discern their top business and personal goals and then support them in creating and implementing a strategic financial plan which creates that vision.

Marcos Lira, CFP®, EA

Marcos Lira, CFP®, EA

Director of PR/Communications

Marcos is an active leader in his community. He is a member of the New Leaders Council, an innovative organization made up of entrepreneurs and civically-engaged leaders in various sectors. He serves on the Board of the Financial Planning Association of Silicon Valley as the director of PR and Communication.

Daria Victorov, CFP®

Daria Victorov, CFP®

Director at Large

Susan Adams

Susan Adams

Executive Director

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