DENVER (September 28, 2022) – The Financial Planning Association announced today that the FPA Board of Directors elected Claudia Cypher Kane, CFP, CIMA, CPWA, ADPA, CDFA, as the 2023 FPA President-elect for a one-year term. Kane’s term will begin Jan. 1, 2023, succeeding incoming 2023 FPA President James Lee, CFP.
A financial adviser since 1985, Kane is an independent adviser with Raymond James Financial Services in Roseville, Calif., where she provides financial planning, strategic asset allocation, and tax-efficient money management for individuals, fiduciaries, and small businesses. Kane is completing a three-year term on the FPA Board of Directors and currently serves as 2022 FPA Treasurer and volunteer leader of the FPA Finance Committee.
“I have had the pleasure of working with Claudia over the past few years as we have 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 difficult questions which always serve us well in making the best possible decisions for FPA and our Members,” says 2022 FPA President Dennis J. Moore, MBA, CFP®. “As we embark on our pursuit of the legal recognition of financial planners through title protection, I know Claudia will play a key role in leading this effort with the same thoughtfulness and candor she has displayed over the past few years. I look forward to serving alongside her.”
Besides her service on the FPA Board of Directors, Kane volunteered her time to help lead the FPA of Northern California chapter and FPA of California, a coalition of FPA chapters throughout the state. She has been an active member of the Investments and Wealth Institute (IWI), where she served on the Board and as a member of the Membership, Ethics, Personnel, Certification, Specialty Conference, and Annual Conference Committees. Kane has been involved in exam writing for the Certified Financial Planner Board of Standards and IWI. She has also served in various community leadership positions and currently serves as President for Court Appointed Special Advocates (CASA) of El Dorado County in California.
Kane earned a bachelor’s degree from Queen's University, Belfast, Northern Ireland, and studied at the Wharton School and the Booth School to earn her CIMA® and CPWA® credentials. Besides being a CERTIFIED FINANCIAL PLANNER™ professional, she holds the Certified Private Wealth Advisor (CPWA®), Certified Investment Management Analyst (CIMA®), Accredited Domestic Partnership Advisor (ADPA®), and Certified Divorce Financial Analyst (CDFA®) designations.
“I have been a passionate advocate of our profession for many years and believe deeply in FPA's role and purpose. I am excited to join FPA’s Executive Committee in supporting our ongoing mission of growing and supporting our membership while advancing title protection as our primary advocacy objective. I look forward to engaging with our Members and other stakeholders in the coming months on these most pressing issues, especially at the FPA Annual Conference in Seattle in December,” says Claudia Kane, CFP®.
New Treasurer Elected
George Fernández, MBA, CFP®, who has served on the Board for the past two years, was elected to serve as the 2023 FPA Treasurer, where he will serve as the volunteer leader of the FPA Finance Committee. His term will also begin on Jan. 1, 2023, succeeding 2022 FPA Treasurer Claudia Kane, CFP®.
With more than 22 years of experience in financial planning, Fernández is a Business Coach and Consultant to financial planners in Overland Park, Kan., specializing in helping advisers build successful practices. He has held numerous volunteer positions within FPA and the FPA of Greater Kansas City, including on the FPA Chapter Leadership Conference Development Committee, the OneFPA Transition Task Force, and president and chair of the board of directors for FPA of Greater Kansas City. Fernández also serves as a volunteer board member for Pathway Financial Education. He received 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 about our options and opportunities. I look forward to bringing objectivity, and when decisions are made, I will seek to provide the needed perspective on the financial decisions we will make,” says George Fernández, CFP®.
“George genuinely desires to see FPA be the Association it can be for its Members and the profession. Under his leadership, we will continue to ensure the Association’s financial resources are being maximized and directed at supporting those initiatives that assist our Members in their development and standing in the profession,” added Moore.