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.
FPA CA Advocacy Crash Course
We’re excited to invite you to a Crash Course Webinar designed to prepare you for Advocacy Days—both at the Capitol and in your own district.
During this session, you’ll:
· Gain a clear overview of the current legislative issues impacting our profession and the clients we serve.
· Learn how to confidently engage with elected officials and share the value of financial planning in our communities.
· Discover the resources and talking points available to help you communicate with clarity and credibility.
Whether you’re planning to attend Advocacy Day in Sacramento or meeting in-district with your local representatives, this webinar will equip you with the knowledge and tools you need to make an impact.
Date: Tuesday, September 23, 2025
Time: 10:00 am to 11:00 am (PST)
Location: Online (Zoom link provided upon registration)
Register now to reserve your spot and be part of amplifying the voice of financial planners across California.
We look forward to seeing you there and working together to strengthen our profession through effective advocacy.
FPACA Advocacy Month – September 23rd - October 23rd
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 info@fpaca.org if you’re interested in being a part of our Advocacy effort.