Welcome to the FPA of CA
The Financial Planning Association (FPA) of California was formed in 2012 to be an advocate on behalf of our members and their clients regarding issues that impact our clients’ financial success and the financial planning profession. In addition, FPA of CA seeks to be a resource for California’s elected and appointed officials, offering an informed, professional perspective on legislative and regulatory issues.
- FPA of CA is the coalition of eleven California chapters of the Financial Planning Association. We represent roughly 3,000 members and serve over 300,000 California constituents. Our coalition is part of the national Financial Planning Association which serves almost 25,000 members across nearly 90 chapters nationwide.
- The Financial Planning Association (FPA) of California 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.
Our Primary Areas of 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.
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:
- We host community-based educational forums on personal finance
- We provide pro-bono tax preparation services for low-income families
- We have student outreach programs that teach financial literacy in our schools and through community organizations
2019 Sacramento Advocacy Day
Every year, FPACA Members head to Sacramento in March to meet with legislators and regulators.
2019 Washington DC Advocacy Day
Every year. FPACA Members join other members from around the nation in June to meet with Senators and Assembly members in Washington DC.
<== As usual, California was the best represented state in the 2019 effort.
Find Your Representative
California State Senate
CA State Assembly
Pro Bono Financial Planning from a CFP®
Faced with mounting debt, rising costs of college, retirement and healthcare, many individuals need advice on how to plan and manage their finances wisely. As millions struggle to find trustworthy information and resources, the role of CERTIFIED FINANCIAL PLANNER™ professionals become even more critical. FPA is an organization that closes the gap – through resources, advocacy and public education.
FPA’s nationwide network of nearly 100 chapters lead the way to help thousands of Americans struggling to financially achieve their goals and dreams through a variety of community outreach programs including:
FPA Financial Planning Week®
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.
Pro Bono Financial Counseling
Financial planners have been engaged in pro bono activities since the profession began. For FPA, the effort began with 9/11. Following the terrorists attacks, CERTIFIED FINANCIAL PLANNER™ professionals from FPA decided they needed to help victims of disaster and those in special need. The FPA Pro Bono Program targets underserved individuals and families striving to build assets and improve their lives but cannot afford to engage a planner on their own. In partnership with the Foundation for Financial Planning, FPA chapters help thousands of Americans each year.