FPA of CA is a Resource on Matters Related to Financial Planning
FPA of California is first and foremost an Advocacy group – We meet with legislators in Sacramento and Washington, D.C. as well as at local in-district meetings to talk about issues that matter to financial planners and their clients. We not only represent our FPA members, but their clients and all Californians at these meetings.
FPA of CA fosters the value of financial planning and advances the practice and profession of financial planning. We believe that all Californians can benefit from objective advice from a competent, ethical financial planner to make smart financial decisions that improve their lives and community.
- FPA of CA is a ready resource for California’s public officials and can provide expert opinion and “real world” perspective regarding a wide range of financial issues that impact our state.
- We effectively leverage FPA’s national resources to foster relationships and remain up to date and active on the impact of proposed laws and regulations on Californians and nationwide.
- FPA of CA can provide insight concerning relevant laws and regulations before they go into effect. For example, we recently commented for the Department of Corporations on material they prepared to help mid-sized advisory firms move from SEC to state registration, and on proposed amendments to requirements for investment advisers with custody or possession of clients’ funds or securities.
FPACA Advocacy Week – one week (TBA) in September, 2020
This is your chance to meet with your local State Representative and/or State Senator at their office in your district. It’s a great way to connect! Contact us at firstname.lastname@example.org if you’re interested in being a part of our Advocacy effort.