Our Voice

Stay 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.

Advocacy

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.

Engagement

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.

FPACA Advocacy Day is March 5, 2019

This is your chance to meet with your local State Representative and/or State Senator at their office in Sacramento. Contact us at info@fpaca.org if you’re interested in being a part of our Advocacy effort. Advocacy Day is our largest and most attended advocacy event...

Join FPA of CA for 2018 Advocacy Week in Your District

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....

The Momentum Continues for Advocacy Day 2017

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...

Details for Advocacy Week – 9-18-17 to 9-22-17

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

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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