We strive to deliver the highest standard in service.
Financial Advisors Network believes in the value of education and service delivered by a unified group of professionals eager to guide you through the financial maze. Our team philosophy is that any fee is too high in the absence of service. Let us fulfill your financial planning needs with the highest level of quality assistance.
Each one of our clients is assigned a qualified Paraplanner who is available to address any immediate client questions or concerns that may arise. We are always available to assist you, during our normal office hours, Mon-Fri, 8:30am-5pm. Contact us today to speak with one of our Paraplanners.
Rod Kamps, CFP®, AIF® - President & CEO
Rod is the Senior Financial Consultant at Financial Advisors Network, Inc. (FAN). Under Rod’s guidance, FAN has grown to serve more than 400 households and currently manages over $200 million in advisory assets.
Rod regularly meets with clients to discuss their asset performance. He has developed a skilled team that is able to address clients’ daily needs and concerns. Along with having extensive knowledge in the areas of financial and estate planning, Rod has expertise in all aspects of Insurance, Investments, Taxes and Real Estate.
Rod holds the following licenses and certifications:
Rod has been in the finance business since 1989. Prior to launching FAN, Rod was the principal owner of KAMPS, Inc. and a Senior Financial Consultant for Cal Fed Investments.
Over the years, Rod has developed investment strategies personalized to each and every client’s needs and financial position. Financial education is important to Rod. In an effort to help inform clients and the community about financial topics, Rod and his team teach many classes and seminars. The educational events cover topics such as: Investments, Retirement, Financial Planning, Social Security and Medicare, Tax Planning and more.
Rod has developed relationships with many industry professionals who offer customized services to FAN clients as Strategic Alliances. Some of these Strategic Alliances include: CPAs, Estate Attorneys, Property Managers, Real Estate Brokers and a Real Estate Attorney. We believe our clients have found that our “one-stop shop” approach to wealth management has served them far more than many other firms because of the diverse and custom services available to them.
Rod has been married to his wife Amy since 2001 and together they have three beautiful daughters. He is an active volunteer in his daughters’ extracurricular activities. Rod has strong family values that he uses in his investment strategies and client relationships. He is an avid baseball enthusiast that can usually be found on the weekends playing with local community teams. Rod has spent most of his life in Southern California and currently resides in Tustin.
Financial Advisors Network, Inc. is a registered investment advisory firm. Rod holds CA Insurance License #0B31533. Series 65 registration is held through Financial Advisors Network, Inc.
Brian Douglass, CFP®, EA - CCO & Financial Advisor
email@example.com – Brian is passionate about helping others pursue their retirement aspirations. He leads our compliance efforts as Chief Compliance Officer for Financial Advisors Network, Inc., our SEC registered investment advisory (RIA) firm. Currently serving over 90 families, Brian incorporates a team approach to create individualized, holistic retirement plans with risk-appropriate investment portfolios for FAN advisory clients. He seeks to address estate and tax planning needs with each individualized plan.
Brian holds the following licenses and certifications:
Federally licensed as an Enrolled Agent tax professional with unlimited rights to represent taxpayers before all levels of the IRS, Brian has the expertise to provide tax planning help to our advisory client households, trusts and estates. Brian assists other advisors at FAN with creating tax-efficient income strategies for retirement, structured investment planning, and strategies for tax harvesting and other transactions that seek to minimize taxation of investment gains for our advisory clients and their families.
Prior to joining FAN, Brian leveraged his financial acumen to become Vice President of Insurance Company Operations for the Property & Casualty Division of Amwest Insurance Group, Inc., a publicly-held insurance holding company listed on the American Stock Exchange. Brian received a B.A. in economics at University of California, Irvine, a B.A. in Business Administration and a B.A. in Accounting from California State University, Fullerton.
He and his wife Eva have been married since 2000 and reside in Tustin Ranch. Eva is a successful businesswoman who workes in the nonprofit sector helping disadvantaged children and families.
Together, they have two beautiful young children. Their son Sterling (12) is a talented pianist, gymnast and future robotics engineer. Additionally, their daughter Chloé (8) is instant friends with everyone she meets and is very passionate about protecting animals. As a family, they enjoy attending classical music concerts as well as getting outdoors for skiing, hiking, biking or kayaking in Newport’s Back Bay.
Financial Advisors Network, Inc. is a registered investment advisory firm. Brian holds CA Insurance License #0H00215. Series 66 registration is held through Financial Advisors Network, Inc.
Spenser Messmore, CFP® - Financial Advisor
firstname.lastname@example.org – Spenser graduated from California State University, Bakersfield, in 2012, with a B.S. in Kinesiology and a minor in Economics. After receiving a baseball scholarship, he pitched for CSUB’s baseball team. While playing baseball, he enjoyed competing against schools across the country. His college baseball career led him and his team to win the NBC World Series with the Santa Barbara Foresters in 2011.
Spenser holds the following licenses and certifications:
Spenser works with over 100 families. He is passionate about helping people achieve their financial goals through a comprehensive, client-focused approach to financial planning. In June of 2016, Spenser married his long-time girlfriend Ashlynn Fiss. Ashlynn works at UC Irvine as a genetic counselor. Together, Ashlynn and Spenser took a road trip around the country visiting 40 US states. In Spenser’s free time he enjoys being active, whether golfing, bowling or watching the San Diego Chargers. His is an avid sports fan for the Chargers, Dodgers, Lakers and Kings.
Financial Advisors Network, Inc. is a registered investment advisory firm. Spenser holds a CA Insurance License. Series 65 registration is held through Financial Advisors Network, Inc.
Umesha Weerasuriya, CFP® - Financial Advisor
email@example.com – Umesha graduated from California State University, Fullerton, in May of 2015, with a B.A. in Business Administration, concentration in Finance with an emphasis in investments and financial planning.
Umesha holds the following licenses and certifications:
Prior to working at Financial Advisors Network, Umesha served as a Teller at Wells Fargo assuming a variety of customer service support roles. She is currently looking forward to a rewarding career of helping others achieve their financial goals.
Umesha was born in the small island of Sri Lanka and moved to California with her family when she was eight. Residing in Mission Viejo, Umesha enjoys reading a good book, dancing and spending quality time with her family and friends.
Financial Advisors Network, Inc. is a registered investment advisory firm. Umesha holds a CA Insurance License. Series 65 registration is held through Financial Advisors Network, Inc.
Rohan Nakrani, MBA - Portfolio Manager
firstname.lastname@example.org – Rohan graduated from California State University, Fullerton on May 15. He received an MBA with an emphasis in finance and a concentration in investments. Rohan also holds a B.S. in Computer Engineering.
While studying, he worked on a variety of projects including Business Model development for Hyperloop Transportation Technologies, Inc. Prior to working with Financial Advisors Network, Rohan was the team lead at an IT solutions firm and worked along with his team on designing and maintaining high-end management systems.
Rohan is an enthusiastic, energetic and hardworking individual with more than four years of extensive knowledge of financial markets including a wide variety of industries and sectors. He has expertise in using Bloomberg Terminal, Morningstar Workstation and creating Investment modeling template. In his free time, Rohan likes to play Billiards, read books and travel with his friends.
Gary Allen, MBA - Portfolio Strategist Assistant
email@example.com – Gary graduated from the US Naval Academy in 1973, and served for 6 years on board both nuclear, ballistic missile and attack submarines.
In 1979, when Gary left the military service, he started his 32 year career with Southern California Edison, holding various management positions. He concluded his time at SCE in the renewable and alternative resources department where he performed financial analyses and regulatory interface regarding the power purchase contracts with renewable generating resources.
Gary received his MBA with an emphasis in finance from California State University, Fullerton in 1985. From 1986 through 1990, Gary was on staff as a supplemental instructor in the Finance Department of CSUF, teaching introductory finance and quantitative forecasting techniques. Gary has been an active stock trader and retirement planner for more than 10 years, as he planned for his own retirement from SCE.
Gary holds the following licenses and certifications:
He and his wife Shirley have a home in Lake Forest, California. Gary enjoys traveling and spending time with his family. He is involved at Saddleback Church and enjoys the fellowship of his congregation.
Financial Advisors Network, Inc. is a registered investment advisory firm. Series 66 registration is held through Financial Advisors Network, Inc.
Joe A. Pence - Paraplanner
firstname.lastname@example.org – Joe graduated from The Master’s University with a B.A. in Liberal Arts on a full-ride baseball scholarship and spent his early years playing professional baseball in Cologne, Germany and the Midwestern United States.
Joe holds the following licenses and certifications:
Joe met his wife Janie during their time at The Masters College in Santa Clarita, California. They got married in 1996. Together, they have three children and reside in the city of Aliso Viejo.
Financial Advisors Network, Inc. is a registered investment advisory firm. Series 66 registration is held through Financial Advisors Network, Inc.
Dane Fahey - Paraplanner
email@example.com – Dane graduated from California State University, Fullerton in May 2017. He received a B.A. in Business Administration with a concentration in finance and an emphasis in financial planning. Dane has his Series 65 license (Uniform Investment Advisor Law Registration). He also successfully completed the CFP® Board examination in July of 2017 and is a candidate for CFP® Certification.
Prior to joining Financial Advisors Network, Dane worked in the Career and Technical Education (CTE) department of Coastline Community College for two years. He is passionate about helping others learn and grow; be that in higher education or financial literacy.
As an Orange County native, Dane has a strong attachment to his community, and a desire to help the people that make it so great. Engaged to Macaela Jones, Dane and his finance are planning their wedding for May of 2018. In his free time, Dane enjoys outdoor activities like camping and hiking, as well as spending quality time with his family and friends.
Financial Advisors Network, Inc. is a registered investment advisory firm. Series 65 registration is held through Financial Advisors Network, Inc.
Claudia Capilla - Paraplanner
firstname.lastname@example.org – Claudia graduated from William Paterson University located in Northern New Jersey. Upon graduation, in August of 2014, she received a B.S. in Financial Planning.
Being in the financial services industry for over a decade, Claudia has always had a passion for helping people. She is dedicated to each and every one of her clients. Claudia ensures that everyone she meets with leaves the office happy and satisfied with her quality service.
Claudia holds the following certifications:
In her childhood years, Claudia had the opportunity to grow up in Italy and experience everything Naples and Sicily had to offer. Originally from New Jersey, Claudia is adjusting from her recent move to the West Coast and her new home in San Diego. In her free time, Claudia enjoys spending time with her five year-old niece, Brooke, and staying active.
Financial Advisors Network, Inc. is a registered investment advisory firm. Claudia holds NY & NJ Insurance Licenses.
Amy Kamps - Office Manager
email@example.com – Amy has been a member of our Financial Services Team since its inception in 1999. While her primary job has been running the ‘Kamps Family Home Office’ for the past 13 years, Amy has had various behind-the-scenes roles that aided in the firms continued success.
Prior to joining the team, she worked for a large real estate developer managing the RE documentation, closing and notary team for more than 10 years.
Amy holds the following licenses and certifications:
As part of the Client Relations Team, Amy’s primary goal is to ensure that clients and prospective clients experience an unparalleled level of service and appreciation each time they walk through the doors. She helps welcome new clients on board, orchestrates finance related education workshops and various client appreciation events. We understand that our clients have a choice when it comes to who they partner with to manage their finances. Our aim is that each client will be 100 percent satisfied that they chose us as their financial advisor.
While away from the office, you can likely find Amy volunteering in her children’s classrooms, helping with their schools PTO, on a soccer field, volleyball court, pool deck or in a dance studio. Amy, along with her husband Rod, have three beautiful girls including: Allie (13), Avery (9) and Lexie (7). Their family, in addition to their beloved Labradoodle, live together in Tustin Ranch.
Financial Advisors Network, Inc. is a registered investment advisory firm. Amy holds CA Insurance License #0D15809. Series 66 registration is held through Financial Advisors Network, Inc.
Cherise Wheeler - Event & Marketing Coordinator
firstname.lastname@example.org – Cherise has been working in the Financial and Tax industry for more than 10 years in North Orange County. She is the Event and Marketing Coordinator. Cherise orchestrates FAN events, oversees marketing operations and client relations. Currently, she is enrolled as a full-time student at Fullerton College and is working toward achieving her B.A. in Business Administration.
Cherise has two beautiful daughters, Jessica and Melissa, also known as “Jessie” and “Moe.” Jessie graduated from New York University in 2012 and is currently working on her Masters degree in Library Science. Moe graduated from Temple University in Tokyo, got married and moved to South Korea. In her free time, Cherise loves to read, cook and travel, especially to visit her children.
Macaela Jones - Marketing Associate
email@example.com – Macaela received a B.S. in Journalism with an emphasis in Strategic Communication at the University of Kansas in its William Allen White School of Journalism and Mass Communications. Upon graduation in May of 2017, she also completed a minor in Business.
As Marketing Associate, Macaela maintains the website, manages social media accounts, creates and monitors ads, designs marketing collateral, writes copy for marketing purposes, and assists with event planning. Over the past few years, she has worked at Maritz Motivation Solutions and Allstate Insurance.
Macaela loves running, hiking, traveling, crafting and anything involving the outdoors. Currently, she is engaged to Dane Fahey and spends her free time planning for their wedding in May of 2018.
Matthew Arambulo - Administrative Assistant
firstname.lastname@example.org – Matthew graduated from the University of California, Irvine where he received a B.A. in Studio Art with a minor in Digital Media from the Claire Trevor School of the Arts.
Prior to his time at FAN, he worked in Parks and Recreation for the City of Irvine’s Community Services Department. Matthew provides support as the administrative assistant to both the marketing and finance teams.
Matthew also coaches high school volleyball at Beckman High School and AMP Volleyball club. You can find him, when he is not working, in the gym, behind a camera lens taking photos, rock climbing at Sender One or enjoying the beautiful Southern California weather with his friends.