I am very proud to have been selected as your Local President for 2015-2016. It is an honor and privilege to represent such a terrific organization.  This year our board will be focusing on rebuilding membership by providing superior member benefits, continuing our fantastic program offering, and strengthening our advocacy efforts.

Membership – We will continue to grow our organization led by our membership chair, Brian Young. We are currently the largest State of California local with nearly 300 members.

Member Benefits-Through our programming efforts led by Programs Chair and President Elect, Anissa Gurnee, we will strive to provide value through a variety of interesting topics that are relevant to every agent that attends our meetings. Every quarter we host a breakfast focused on dynamic sales ideas, a workshop where we roll up our sleeves and dive into advanced topics, and a mixer where we can just have a great time and network with our fellow members. We look forward to seeing you at our next event!

Advocacy – Led by our Political Involvement and PAC chairs Tim Brock and Troy Wirth, we will strive to make our local leaders aware of our organization and its objectives.  We meet with local legislators frequently throughout the year in district and will continue to make our voices and concerns heard. NAIFA is the most active voice in protecting the products and services you to provide to your clients. For a list of recent efforts and positions that NAIFA has supported on your behalf, please visit

I urge you to participate and get involved in our organization and support the industry you represent.  Please consider bringing a guest to our events as well to expose them to the many benefits a NAIFA membership offers.  As always, we welcome your feedback and any way we can improve and bring more value. I look forward to seeing you at one of our events and making 2015/16 the greatest NAIFA OC year ever.

Thanks again for your support!


Misty Weltzien, CFP, ChFC, CLU



NAIFA-Orange County's mission is to advocate for a positive legislative and regulatory environment, enhance business and professional skills, and promote the ethical conduct of its members.

Our Commitment
NAIFA-Orange County is committed to supporting, promoting, and protecting the insurance and financial services industry, with a focus on agents and advisors as they serve and meet the needs of their clients and the community.

Why Join?
NAIFA-Orange County exist to help our members grow and maintain successful business practices in the financial services field. We do this by providing top-quality education and training, ongoing professional development, networking and mentoring, new sales and practices ideas, industry news and updates, and outstanding legislative and regulatory advocacy at the state and federal levels.

Your membership in NAIFA-Orange County, NAIFA-California, and NAIFA is an investment in your professional career that will help ensure your business’ strong bottom line as your association strives each day to ensure a business climate that is conducive to your success.

Click here to join NAIFA today!


If Sales is a Dirty Word, let's get them to Buy!
with Patrick McClure, the Connexia Group





Wednesday, March 29, 2017



8:30a.m - 10:30a.m
Registration opens at 8:00 a.m.



610 Newport Center Drive
1st Floor
Newport Beach, CA

                   Members: Complimentary
                     Non-Members: $10

Click here for more information


     NAIFA Members

  Purchase a Breakfast Season Pass, Season Table or a Single Table at a discounted rate!

Season Pass (1 ticket to four breakfasts) $139
Season Table (10 seats at four breakfasts) $1,400
One Table (10 seats at one breakfast) $350

Click here to purchase!