Partnerships Available with FPA Ventura!

The Financial Planning Association® (FPA®) is the leadership and advocacy organization that connects those who need, support and deliver financial planning. FPA's 88 U.S. chapters represent over 23,000 members nationwide. With over 150 members in the local Ventura market alone, FPA is the definitive community of advisors that fosters the value of financial planning and advances the financial planning profession in our area.

FPA Ventura Partner Program

Partners are true partners of our chapter, especially considering recent times. We know the success of both our members and our partners go hand in hand, and we all benefit from these strong relationships. We want our partners to engage with our members, and we work hard to make sure it can happen. Partners participate in our many events, in member communications, on our website, and through word of mouth by being associated with one of the strongest FPA chapters in the country.

One benefit of having to recreate many of our member experiences in 2020 is a new-found creativity and the ability to focus on the goals of each partner to tailor their partnership. For example, we found real power in using video to share new technologies and the latest research with our members. Members discussed what they learned from partners’ videos and often shared the links out to their own circles – allowing additional audiences to see our partners’ businesses. 

Interested in testing a partnership idea that is outside of the norm? Now’s the time to try it! You will find basic partner levels below, but if we can expand our offerings to meet your needs, we are happy to discuss additional options.