Jeremy Kovacevich, MBA, CFP®’s Post

View profile for Jeremy Kovacevich, MBA, CFP®

Wealth Advisor & Partner @ Kaiyo Wealth in San Diego, CA

The Financial Planning Association of California's Annual Advocacy Day in Sacramento last week proved to be a highly productive event! We successfully advocated for our industry's legislative priorities through meetings with key Senators and Assemblymembers, and provided valuable pro bono financial planning services to Capitol staff. With a record number of participants, we engaged in dozens of important discussions over two days. Learn more about the FPA California Council here: https://lnkd.in/gkJnak_x. Please reach out if you'd like to learn more!

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Rashida Lilani, CFP®, CPWA®

Financial Planner, Lilani Wealth Management

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It was great to have representation from all California FPA chapters at the Capitol last week. The pro bono financial planning sessions were well received by the state employees!

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