ALPFA Orange County Presents

Building communities and empowering the next generation of leaders — through generational wealth and career pathways across Orange County.

Two flagship ALPFA Orange County programs — a Financial Wellness Series with RestoreLA focused on getting our communities into homes and building generational wealth, and a Career Day Series connecting students with top employers across Orange County.

Our Mission

Our mission is to empower the next generation of Latino leaders and build stronger communities — connecting students, professionals, and families with the relationships, resources, and opportunities that create lasting change across Orange County.

01
Financial Wellness Series — homeownership & generational wealth
Financial Wellness Series

A to Z on the road to homeownership.

RestoreLA has already helped over 60 families in Los Angeles become homeowners, and now they're expanding that same journey into Orange County. ALPFA OC is partnering with them to bring this opportunity to our community — raising awareness, connecting members to the program, and supporting them every step of the way. Think of your parents, your cousins, your aunts and uncles, your friends — everyone who's ever wondered where to start.

Series Partner
RestoreLA

60+ families placed into homeownership in LA — now bringing that same journey to Orange County.

01 — Get Educated

Learn What It Takes

Understand what homeownership really requires and set realistic expectations from day one.

02 — Get Ready

Credit & Cash Flow Ready

Work with RestoreLA to build the credit and cash flow foundation you'll need to qualify.

03 — Get Certified

HUD-Certified Workshop

Complete a HUD-certified workshop that opens the door to first-time homebuyer grants and assistance programs.

This is RestoreLA's program — they lead workshops throughout the year, including a HUD-certified homeownership workshop each quarter. It's full support, start to finish: education on what homeownership really takes, accountability to keep you on track, hands-on help getting financially ready, and a direct connection to grant and assistance programs that make it possible. Through our partnership, ALPFA OC co-hosts 2–3 of those wellness workshops plus one HUD-certified session, bringing this opportunity directly to our community. Our role is to raise awareness, connect our members and community to these resources, and support them every step of the way.

Also in the Series

From homeownership to legacy — planning for what's next.

Building wealth doesn't stop at the front door. Once a family is on the path to homeownership, the natural next question becomes what comes after — retirement, investments, and the legacy left behind. This session brings a Bank of America Private Bank & Trust advisor and a Merrill wealth advisor together to walk attendees through retirement planning, protecting what they've built, and passing it on to the next generation. It's the next chapter in the same journey: building wealth that lasts.

Series Partner
Bank of America | Merrill

Bank of America Private Bank & Trust and Merrill advisors leading our retirement and legacy planning session.

OCTOBER
03
Bank of America | Merrill

Retirement & Legacy Planning

10:00 AM – 12:00 PM · Delhi Community Center — Santa Ana, CA

A two-hour workshop on retirement and legacy planning — helping you protect what you've built and pass it on to the next generation.

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02
Career Day Series — connecting students to top employers
Career Day Series

Career Day with top employers in Orange County.

Career Day brings ALPFA student chapters from across Southern California together to connect with top employers, get exposed to different lines of business, and practice the networking that builds real relationships — early, and on purpose. Three employer partners are in the pipeline this fall: KPMG, JPMorgan Chase, and CIBC Private Wealth.

A first look at the Big Four.

KPMG opens our fall Career Day calendar with real conversations about career paths in audit, tax, and advisory — a first look at what a career with a Big Four firm actually looks like.

Series Partner
KPMG

A Career Day with a Big Four firm, giving students direct access to KPMG's audit, tax, and advisory professionals.

OCTOBER
01
KPMG

Career Day

3:00 PM – 5:00 PM · 20 Pacifica — Irvine, CA

Students from ALPFA Southern California chapters connect with KPMG professionals for peer-to-peer networking and a look at career paths in audit, tax, and advisory.

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The first to sign on.

JPMorgan Chase was the first employer to join our Career Day Series — an evening of peer networking and real career conversations, hosted right at their Santa Ana Community Center.

Series Partner
JPMorgan Chase

The first partner to join our Career Day Series, giving students direct access to JPMorgan Chase professionals across the company.

OCTOBER
08
JPMorgan Chase

Career Day

5:00 PM – 8:00 PM · Chase Community Center — Santa Ana, CA

Students from ALPFA Southern California chapters come together for a 2–3 hour event of peer-to-peer networking, direct conversations with JPMorgan Chase professionals, and an inside look at career paths across the company.

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Meet the Panelists

JPMorgan Chase professionals joining us to share their career paths and answer questions.

Paula Garcia-Arsenault

Paula Garcia-Arsenault

Community Manager, JPMorgan Chase

Paula builds local partnerships that connect individuals and small businesses to resources that strengthen financial health and economic opportunity.

LinkedIn ↗
Vanessa Islas

Vanessa Islas

Private Banker, J.P. Morgan Private Bank

Vanessa serves business owners, real estate professionals, and families across Irvine, advising on complex personal financial needs through J.P. Morgan's Private Bank platform.

LinkedIn ↗
Cassandra Aguilera

Cassandra Aguilera

Real Estate Banking Analyst, JPMorgan Chase

Cassandra supports JPMorgan Chase's Commercial Real Estate group, providing analysis for institutional investors and real estate transactions across the country.

LinkedIn ↗
Noemi Rodriguez

Noemi Rodriguez

Business Relationship Manager, JPMorgan Chase

Noemi helps business clients in Santa Ana navigate lending, banking, and the growth of their local businesses.

LinkedIn ↗
Also in the Series

A closer look at private wealth.

Private wealth isn't a career path many students get exposed to early. This session opens that door — an intimate setting designed for real questions and real conversations with the professionals shaping that world.

Series Partner
CIBC Private Wealth

A Career Day giving students direct access to CIBC's private wealth professionals.

OCTOBER
15
CIBC Private Wealth

Career Day

4:00 PM – 6:00 PM · 620 Newport Center Drive, 1st Floor — Newport Beach, CA

A focused Career Day centered on private wealth — peer networking, relationship-building, and direct conversations with professionals across the field.

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Meet the Panelists

CIBC Private Wealth professionals joining us to share their career paths and answer questions.

Kevin Hauri

Kevin Hauri

Senior Vice President, Senior Relationship Manager, CIBC Private Wealth

Kevin provides wealth management solutions for high-net-worth individuals, families, and organizations from CIBC's Newport Beach office.

LinkedIn ↗
Hunter Hosoda

Hunter Hosoda

Senior Associate, CIBC Private Wealth

Hunter supports senior relationship managers with client service and account reporting for high-net-worth individuals, families, and foundations.

LinkedIn ↗
Martin Ortiz

Martin Ortiz

Client Service Manager, Senior Associate, CIBC Private Wealth

Martin manages client service and account administration for high-net-worth individuals, families, and foundations at CIBC's Newport Beach office.

LinkedIn ↗

Which chapters can attend?

All ALPFA student chapters across Southern California are welcome. You must be an ALPFA member to register.

Get Involved

Get involved with ALPFA Orange County

Community isn't something that happens to us — it's something we build, one relationship at a time. Every workshop, every Career Day, every family that walks into a home starts with someone who showed up, put in the time, and believed the effort was worth it. Whether you're just starting out or years into your career, there's a role here only you can fill — and a whole chapter ready to back you up.

01

Become a Member

Join ALPFA Orange County and plug into a community of professionals and students across the region — access to events, programming, and a network that grows with you.

Register ↗
02

Get Involved

Want to do more than attend? Join a committee to help shape our programming, mentor a student, or step into a leadership role — we'll help you find the fit.

Email Us ↗
03

Partner With Us

Represent a company or organization? Help us bring more opportunities like RestoreLA, JPMorgan Chase, and CIBC Private Wealth to the community — as a host, a sponsor, or a trusted resource.

Email Us ↗
Past Events

A look back.

Every event that's brought our community together so far.

AUG 29
HUD Certification Workshop
Financial Wellness Series · RestoreLA — families earned HUD homebuyer certification.