Our Team

Jennifer M. Aldridge

Client Relationship Manager

Jennifer is the Client Relationship Manager at Retirement Planning Associates.  She is our clients’ point of contact for questions, information and appointments, and offers them unparalleled customer service.

Jennifer graduated from Kennesaw State University in Kennesaw, Georgia with a BBA in Finance and Investment Portfolio Management.  Before joining RPA she worked for a financial services firm in Midlothian, Virginia; Genworth Financial in Richmond, Virginia; and Wachovia Bank in Atlanta, GA.  She has earned her Series 6 and 63 securities registrations.

Originally from Los Angeles, California, Jennifer currently resides here in the Conejo Valley with her husband and their 3 children.  In her spare time, Jennifer enjoys running, hiking, reading, and spending time with her family.


 

Jonathan C. Sycamore, MBA

Financial Planner

Jonathan heads up the financial planning portion of Retirement Planning Associates.  He gathers client's financial information, analyzes it, develops plans based on the information and helps clients implement it.

Jonathan received his Master’s degree, with an emphasis in financial planning, from California Lutheran University, one of the top financial planning programs in the country.  He holds both a series 7 and 63 securities registrations.

Jonathan was born and raised in Thousand Oaks, California and currently lives in the Santa Monica area where he enjoys the diverse attractions of the area like hiking in the mountains or going downtown to a Lakers game to name a few.


 

Pam P. Bomberg

Administrative Assistant

Pam graduated from Brigham Young University with a BA in Political Science. She has held many positions through the years, including office assistant in a medical group, political survey interviewer, retail marketing technician, receptionist, and a bilingual paraprofessional in both elementary and middle schools. She is currently working toward a Master’s Degree in Special Education.

Pam was born in Puerto Rico and grew up in Florida. She has four children ranging from 9 to 18 years of age, three of which were born in the Conejo Valley. When the children were young, their family lived in Germany for three years getting to know Oma and Opa (grandpa and grandma) and learning German.

Pam enjoys hiking, cross-stitch and sewing and living in the warm, sunny and beautiful Conejo Valley.