Insurance & Financial Services

Insurance and Financial Services firms rely on California Strategies to help navigate the complex maze of regulatory agencies that oversee their operations in California. Our partners have extensive relationships and experience with the California Department of Insurance, the California Department of Financial Institutions, the California Department of Corporations, the Secretary of State, Controllers Office, and CalPERS and CalSTRS.

We also provide strategic counsel and assist clients with issues before the Franchise Tax Board, the Board of Equalization and local government taxing entities. In the Legislature, our advocacy team actively works with clients to educate policymakers on the importance of the insurance and financial services sector to California’s economy and to protect against misguided legislation that places unnecessary restrictions on their products and services.

In the business development arena, California Strategies works closely with our insurance and financial services clients to introduce their products and services to local and state public entities.

California Strategies has extensive experience in the following insurance and financial services related areas:

  • Banking
  • Corporations
  • Placement Agents
  • Investments
  • CalPERS
  • Regulatory Agency Representation

California Strategies' Insurance & Financial Services Experts

John Benton
John Benton
Partner
Sacramento
James Burton
James Burton
Managing Partner
Sacramento
Cynthia V. Guerrero
Cynthia V. Guerrero
Partner
Silicon Valley
Ted Harris
Ted Harris
Partner
Sacramento
Winston Hickox
Winston Hickox
Partner
Sacramento