FPA of California

  • FPA of CA is the coalition of thirteen California chapters of the Financial Planning Association. We represent roughly 3,000 members and serve over 300 thousand California constituents. Our coalition is part of the national Financial Planning Association which serves almost 25,000 members across nearly 100 chapters nationwide.
  • FPA of CA is working to establish collaborative relationships with allied professional organizations representing CPAs, attorneys and insurance professionals in order to build strong alliances on issues that affect our clients and the financial planning profession.

Why is FPA and Financial Planning important to Californians?

  • FPA members commit to the highest standards of professional competence, ethical conduct and clear, complete disclosure to those we serve. We deliver advice using an objective, client-centered, ethical process. We adhere to a fiduciary standard – we put our client’s best interest first – and are registered to provide investment advice.
  • Financial planning promotes financial literacy and stability to Californians from all walks of life and at every economic level. That’s good for our state and for the overall economy.
  • Our members span the state and we are active in our local communities. For example:
  1. We host community-based educational forums on personal finance
  2. We provide pro-bono tax preparation services for low-income families
  3. We have student outreach programs that teach financial literacy in our schools and through community organizations

FPA of CA is a resource on matters related to Financial Planning

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.

Financial Planning Days

Personal financial planning is essential, regardless of age or income, and is vital to meeting life goals such as buying a home, paying for college or achieving a secure retirement. There are millions of Californians with pressing financial questions that need answers, and unfortunately, many have not had the opportunity to discuss those questions with competent and ethical financial planners. With this need in mind, FPA of CA members support the Financial Planning Days initiative. Every year in October, we provide free, objective, no-strings-attached financial counsel and education to Californians through a series of day-long events that include complimentary one-on-one financial planning sessions and personal finance workshops.

We’re Part of FPA

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Advocacy is one of the four pillars of the national Financial Planning Association (FPA)

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Executive Committee

Lynda Reynoso

Lynda Reynoso

2018 Council President

FPA of San Diego

John Buerger

John Buerger

2018 Council Chair

FPA of Ventura County

Benjamin Lemon

Benjamin Lemon

2018 President Elect/Advocacy Director

                     FPA of San Gabriel Valley

 

Mark Prendergast

Mark Prendergast

2018 Council Treasurer

FPA of Orange County

Janet L Larsen

Janet L Larsen

2018 Council Secretary

FPA of Orange County

Board Members

Alise Kraus

Alise Kraus

2018 Council Member

FPA of East Bay

Michael C. Marangola

Michael C. Marangola

2018 Council Member

FPA of Ventura County

Neena Moorjani

Neena Moorjani

2018 Council Member

FPA of Northern California

John Longstaff

John Longstaff

2018 Council Member

FPA of Central California

Nicholas Strunc

Nicholas Strunc

2018 Council Member

FPA of Los Angeles

Curt Weil

Curt Weil

2018 Council Member

FPA of Silicon Valley

Steven Carder

Steven Carder

2018 Council Member

FPA of Orange County

Dorothy Koetz

Dorothy Koetz

2018 Council Member

FPA of West Valleys

Mark Halby

Mark Halby

2018 Council Member

FPA of San Diego

Russell Kroeger

Russell Kroeger

2018 Council Member

FPA of San Francisco

Holly Wilkerson

Holly Wilkerson

Executive Director