instituteadvisors   California Chapter - Institute of Advisors

The California Chapter of the Institute of Advisors is committed to helping accountants, bookkeepers, wealth planners, consultants and other professionals integrate Business Advisory Services into their practice.

We at the California Chapter aim to empower professional Business Advisors around the world through certification and professional benchmarks & standards. The Institute, in conjunction with industry leading partners and other association bodies around the world, have developed a set of methodologies and processes that every Business Owners should follow

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The California Chapter aids the Institute's goal of collaborating with the best thought leaders in the space to create:

  • A set of worldwide benchmarked standards that can be incorporated into any advisory practice.
  • To recognise the excellent work in the setting of standards and accreditation by other respected bodies and to provide access to the accreditation process
  • To create a free membership library that fosters the growth and development of material and resources in this area
  • To offer a mentoring program to help professional advisors to add “Advisory” services
  • To Assess and recommend products that meet the quality guidelines of the Institute’s board of governors

Meet Your Local Chapter Leaders

Greg Voisen

California

Greg’s professional journey began with a career in insurance sales and financial planning, during which he found himself coaching clients to feel emotionally secure making major life investments. For the past 30 years, Greg has been honing his skills in business consulting, finance and psychology.