California, USA Chapter - Institute of Advisors
The California, USA 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, USA 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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Join The California, USA Local Chapter |
The California, USA Chapter supports the Institute's goal of collaborating with the passionate 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
Michael Balstad
Local Chapter President
Preparing for that next step in life isn’t always easy. My combination of experience, professionalism and access to a wide variety of products and services can help you meet your financial goals, estate strategies and insurance needs. Whether your goals include preparing for milestone life events like retirement or college, or whether you’re simply looking for life, disability income or long-term care insurance protection, I promise you a new level of attention, insight and capability.
Contact Michael Balstad
Greg Voisen
Local Chapter President
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.
Contact Greg Voisen
Institute events and local chapters bring together business brokers, accountants, bookkeepers, lawyers, financial planners, HR professionals and coaches into one organisation with the goal of educating and improving the knowledge, skills and professionalism of the advisory function as well as collaborating in groups to promote their local firms.
Institute Partners
