Insurance and 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

Our People

Contact one of our experts in this field. To begin your dialogue with California Strategies, please select a name below to see profile and contact information.

John Benton


James Burton

Managing Partner

Ted Harris


Winston Hickox