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September 30, 2022 at 04:13 PM
The Financial Planning Association’s Board of Directors elected Claudia Cypher Kane, a certified financial planner, to serve as the 2023 FPA president-elect for a one-year term.
Kane is succeeding incoming 2023 FPA President James Lee, also a CFP, and her term will start Jan. 1. She is completing a three-year term on the FPA board and now serves as 2022 FPA treasurer and volunteer leader of the FPA Finance Committee.
George Fernández, CFP, who has served on the board for the past two years, will succeed Kane in these roles.
Kane has been a financial advisor since 1985 and currently serves as 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, fiduciaries and small businesses, FPA said.
“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,” Dennis J. Moore, CFP, 2022 FPA president, said in a statement.
