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Firm Profile

CRFG in the Community

Current Memberships & Community Involvement

Member FPA – Financial Planning Association
The Financial Planning Association is the largest membership organization for personal financial planning experts in the U.S.
2000 - Present

Member NFIB – National Federation of Independent Business
Nonprofit; Organization Management industry
The Voice of Small Business
January 2009 - Present (2 years 8 months) Sacramento

Member CEA – California Employers Association
Nonprofit; Human Resources industry
CEA is a not-for-profit human resource employs association that serves over 9,000 businesses throughout California.
May 2004 - Present (7 years 4 months)

Member Folsom Chamber of Commerce & FED Corp.

Member Rancho Cordova Chamber of Commerce

Member SAHU – Sacramento Association of Health Underwriters


Past Board Memberships

Board Member KVIE Public Television
Nonprofit; Broadcast Media industry
Board Member
May 2008 - Present

Sacramento Valley Small Business Forum Study Group
Financial industry professionals meeting monthly to discuss relevant topics facing small business owners today and how to troubleshoot for a successful outcomes.
2007 - Present

Board Advisor Folsom Lake College Business Technical Advisory Board
Higher Education industry
January 2010 - December 2015

Board Member The Leukemia & Lymphoma Society Local Chapter
Nonprofit; Nonprofit Organization Management industry
January 2008 - June 2012 (4 years 6 months) Sacramento

Executive Board Member Edit Sacramento Metro Chamber
Nonprofit; Nonprofit Organization Management industry
Board Member and Executive Board Member of Metro Chamber
January 2002 - December 2006 (5 years)

Board Member Sacramento Asian Pacific Chamber of Commerce
Nonprofit; Program Development industry
January 2002 - December 2003 (2 years)


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