He serves as a Director of the California chapter of the Association of Divorce Financial Planners. He was a charter member and served on the board of the San Fernando Valley chapter of the International Association of Financial Planning. He served on the California Senate Rules Committee Task Force on Financial Planning, as President of the American Association of Personal Financial Planners, as Chairman of the Los Angeles Chapter of the California Society of CPAs Personal Financial Planning Committee, and on the board for the Los Angeles Collaborative Family Law Association. He was a contributing editor for Practical Financial Planning magazine.