Our VoiceStay up to date with the latest communications from FPACA.
Our Primary Focus
Your Voice in Sacramento
We regularly bring our members to meet with legislators and regulators in Sacramento. We come to these meetings to provide our government leaders with advice and counsel as representatives of FPA members in California, their clients and the profession of financial planning.
In co-operation with FPA National, we seek to bring attention to regulatory and legislative issues (primarily Californian) that concern our members statewide. This includes education, direct communication with members and calls to action.
Part of our mission is to open up the channel between the members of our local chapters and their legislators and regulators. We encourage and support all members to engage their local legislators and share their expertise and perspective as financial planning professionals.
This is your chance to meet with your local State Representative and/or State Senator at their office in Sacramento. Contact us at firstname.lastname@example.org if you’re interested in being a part of our Advocacy effort. Advocacy Day is our largest and most attended advocacy event...
The week of September 17-21 kicks off our 2018 Advocacy Week! We invite you to join your fellow chapter members and members of FPA of California in visiting your respective California state legislators in their home district offices. Click here for more information....
Thank you to our FPACA volunteers for all your efforts!
To register, please click here
Advocacy Days included a follow up meeting with officials from the Department of Business Oversight, which regulates state-registered RIA firms and broker-dealers in California, in which we discussed appropriate oversight of investment advisors, audit frequency and...
Date: September 18-22, 2017 Topic(s): FPA of California – Advocacy Week Email #1 – It’s Your Profession – Here’s How You Can Help Shape It Email #2 – Appointment Scripts & Training Webinar Information