Claudia Cypher Kane Named 2023 FPA President-Elect – InsuranceNewsNet

DENVER (September 28, 2022) – The Financial Planning Association today announced that the FPA Board of Directors has elected Claudia Cypher Kane, CFP, CIMA, CPWA, ADPA, CDFA, as the 2023 FPA President-Elect. for a term of one year. Kane’s term will begin on January 1, 2023, succeeding new 2023 FPA President James Lee, CFP.

A financial advisor since 1985, Kane is an independent advisor with Raymond James Financial Services in Roseville, California, where she provides financial planning, strategic asset allocation and tax-efficient money management for individuals, trustees and small businesses. . Kane is completing a three-year term on the FPA Board of Directors and is currently the 2022 FPA Treasurer and volunteer leader of the FPA Finance Committee.

“I had the pleasure of working with Claudia over the past few years as we worked to lead the Association through a rather turbulent time in society. She is a talented and thoughtful leader who, as our current Treasurer, often asks the tough questions that always serve us to make the best possible decisions for the FPA and our members,” said FPA 2022 President Dennis J. Moore, MBA, CFP.®. “As we begin our quest for legal recognition of financial planners through title protection, I know Claudia will play a key role in leading this effort with the same care and candor she has shown over the years and look forward to serving alongside him.

In addition to his service on the FPA Board of Directors, Kane has volunteered his time to help lead the Northern California FPA Chapter and the California FPA, a coalition of FPA chapters statewide. She was an active member of the Investments and Wealth Institute (IWI), where she served on the Board of Directors and as a member of the Membership, Ethics, Personnel, Certification, Specialized Conference Committees and annual conference. Kane has helped write exams for the Certified Financial Planner Board of Standards and the IWI. She has also held various community leadership positions and is currently the Chair of the Court Appointed Special Advocates (CASA) for El Dorado County in California.

Kane earned a bachelor’s degree from Queen’s University in Belfast, Northern Ireland, and studied at the Wharton School and Booth School to earn his CIMA.® and CPWA® identifiers. In addition to being a CERTIFIED FINANCIAL PLANNER™ professional, she holds the title of Certified Private Wealth Advisor (CPWA®), Chartered Investment Management Analyst (CIMA®), Accredited Advisor in Domestic Partnership (ADPA®), and Certified Divorce Financial Analyst (CDFA®) designations.

“I have been a passionate advocate for our profession for many years and believe deeply in the role and purpose of FPA. I am thrilled to join the FPA Executive Committee to support our continued mission of growing and supporting our members while making title protection our primary advocacy goal. I look forward to engaging with our members and other stakeholders in the months to come on these most pressing issues, especially at the FPA annual conference in Seattle in December,” said Claudia Kane, PSC.®.

New elected treasurer

George Fernandez, MBA, CFP®, who has served on the board for the past two years, was elected to the position of 2023 APF Treasurer, where he will serve as the volunteer head of the APF Finance Committee. Her term will also begin on January 1, 2023, succeeding FPA 2022 Treasurer Claudia Kane, CFP®.

With over 22 years of financial planning experience, Fernández is a business coach and consultant for financial planners in Overland Park, Kan., specializing in helping advisors build successful practices. He has served in numerous volunteer positions with the FPA and FPA of Greater Kansas City, including serving on the FPA Chapter Leadership Conference Development Committee, the OneFPA Transition Task Force, and as President and chairman of the board of directors of the FPA of Greater Kansas City. Fernández is also a volunteer board member of Pathway Financial Education. He earned his bachelor’s and master’s degrees in business administration from MidAmerica Nazarene University in Olathe, Kan.

“I believe there is a story behind the numbers you see on financial statements, and when we understand those stories, we gain a better perspective on our options and opportunities. I look forward to bringing objectivity , and when decisions are made, I will seek to provide the necessary perspective on the financial decisions we will make,” says George Fernández, CFP®.

“George sincerely wants the FPA to be the association it can be for its members and the profession. Under his leadership, we will continue to ensure that the financial resources of the Association are maximized and directed towards supporting initiatives that help our members grow and position themselves in the profession,” added Moore.

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