About Government Relations

Our vision is to help our members build and maintain a practice based on the highest professional standards while monitoring legislative and regulatory issues that have an impact on the ways we serve our clients.

As a member of the Financial Planning Association and the government relations committee in particular, you have an active role in shaping FPA positions on various government initiatives.

Be among the first to learn about new and pending state and federal legislative and regulatory provisions that could affect the way you do business.  And help us communicate in a timely manner important legislative and regulatory information to our fellow Silicon Valley FPA members.

Your active involvement will make the FPA even stronger!

At the National Level

FPA is the preeminent advocate on behalf of the financial planning profession and CERTIFIED FINANCIAL PLANNER® professionals.  The national government relations office of the FPA, based in Washington, D.C., exclusively represents members' interests before federal and state regulators and lawmaking bodies to leverage a more unified voice on issues affecting financial planning.  Please consider your generous donation to FPA-PAC.  If ever there was a time when we as professional financial planners and investment advisors needed a voice in Washington, DC it is now.  The FPA Political Action Committee represents our best interests and those of the clients we serve.  Please support the FPA-PAC.

Get Involved

If you are interested in advocating for our profession, then please contact Susan Adams at execdirector@fpasv.org.

Meetings

The Government Relations group meets with our Pro Bono committee every other month to coordinate activities.   We usually meet in Cupertino at Pacific Business Centers - 19925 Stevens Creek Blvd.  Check the Calendar for our next meeting.

Current Members

Julie Schatz (Chair) Chris Wentzien (Vice Chair)
Leslie Beck Frances Lim
Ariadne Horstman  


More Information

  • Read the latest in the Capitol Update at www.fpanet.org/GovernmentRelations/CapitolUpdate/ (requires FPA login)
  • Link to info on our next committee meeting.  (Review note: only chapter meetings and brown bag events are being scheduled through master calendar.)


 

 

 
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