Kane voted FPA 2023 president-elect
George Fernández was elected to replace Kane as the Financial Planning Association's treasurer.
Claudia Cypher Kane has been elected 2023 president-elect of the Financial Planning Association for a one-year term that begins Jan. 1. She succeeds James Lee, who will be FPA’s president in 2023.
Kane, an independent adviser with Raymond James Financial Services in Roseville, California, is completing a three-year term on the FPA board and currently serves as treasurer and volunteer leader of FPA’s finance committee. Earlier, she led the FPA of Northern California chapter and FPA of California, a coalition of FPA chapters throughout the state.
“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,” Dennis Moore, FPA’s 2022 president, said in a statement. “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.”
In addition to Kane’s election, George Fernández, who has served on the FPA board for the past two years, was elected to serve as the group’s 2023 treasurer and will serve as the volunteer leader of the FPA’s finance committee. He succeeds Claudia Kane in those roles. Fernández is a business coach and consultant to financial planners in Overland Park, Kansas.
[More: FPA leader says exit from Financial Planning Coalition ‘not acrimonious’]
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