Join us in our efforts regarding Regulatory and Legislative Matters
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.
FPACA Advocacy Day

FPACA Advocacy Day is March 10, 2020

Tuesday, March 10, 2020 marks our seventh annual Advocacy Day in Sacramento! We invite you to join your fellow FPA members from around the state for a day on the “Hill,” sponsored by FPA of California. This is your opportunity to meet with your elected representatives to discuss some of the Legislation, Policy Issues and Practices that are most important to you in the practice of your profession.

To register for the March 10, 2020 Advocacy Day, please Complete the Online Form. To help us secure an appointment with your representative, REGISTER before the February 22 deadline. We will send a confirmation email with additional details after you register. If you have questions, contact your chapter Advocacy Chair or email

FPA of California is hosting a dinner on Monday, March 9th for all Advocacy Day participants at The Rio City Café, on the Riverwalk near the Embassy Suites.

To RSVP for the dinner, please Complete the Online RSVP.

FPA National Advocacy Day in Washington DC - June 2020

FPA National Advocacy Day – June, 2020 – exact date to be announced

This is your chance to meet with your local Assemblymember and/or State Senator at their office in Washington DC. Contact us at if you’re interested in being a part of our Advocacy effort.

FPACA Advocacy Week - September 2020

FPACA Advocacy Week – one week (TBA) in September, 2020

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 if you’re interested in being a part of our Advocacy effort.