The Financial Planning Association of Orange County connects those who provide, support, and benefit from professional financial planning. We represent a community of over 500 professionals whose vision is to be the voice and resource for financial planning in Orange County. Plan to join us in 2024 for our four quarterly education meetings!

Orange County chapter members, we hope you will get involved in one of the many areas of our chapter! We have a wonderful friendly group, and volunteering provides a chance to develop your passions, get to know other financial planning professionals in our area, and give back to the chapter and the community.

Want to keep in touch with FPAOC via text? Subscribe to our text messages here! If you are a first time attendee at one of our 2023 Quarterly Education Meetings, we will comp your attendance. Email admin@fpaoc.org for more information. 

See all our upcoming FPAOC events!

Purchase your 2024 QEM Pass!

Chapter Information

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FPAOC Scholarships

Looking for an Internship or an Intern? FPA of Orange County sponsors an active financial planning internship program for both interns and employers!
Learn More!
FPA Partnerships

Partner with Us!

FPAOC 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 & we all benefit from these strong relationships.
Learn more about becoming a partner!

UCI Continuing Education CFP Program

Become a more skilled financial planning professional and increase your potential for higher income.
Learn More!

Volunteer

Volunteers are the backbone of our chapter. Apply for a volunteer position today.
Learn More about our volunteer opportunities and committees you can join.

Advocacy

Working hard on behalf of our members' best interests.
Learn more about how we are supporting our profession.

NexGen

New to financial planning? Join our NexGen group.
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Membership

Learn more about the valuable membership benefits FPA has to offer.
Learn More!

Allied Professionals

Allied professionals benefit from FPA membership too.
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Our Chapter

The Financial Planning Association® of Orange County is the leadership and advocacy organization connecting those who provide, support and benefit from professional financial planning.
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Chapter Events

Full Chapter Event Calendar- FPA Orange County

See our full event calendar of upcoming events.
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Chapter Study Group

Participate in these important sessions.
See upcoming Study Group events!

Learn More about the FPAOC Quarterly Education Meetings!

Join us!

Allied Professionals get exposure in our chapter

Many events include CPA's, Attorneys, & CFP's.

Pro Bono For Consumers

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Suggest a Speaker

Help us deliver top content to our members
Submit your speaker suggestion

Post a job!

Submit a job posting for our website and bulletin

Current Industry Job Postings

See Current Listings

Scholarship Application

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Chapter Leadership

Gold Partners

CNL Securities
Hines
DPL
First Trust
ARES Wealth Management
MFS

Silver Partners

Vanguard
T. Rowe Price
Fairbridge Asset Management
Scholarshare TIAA
New York Life
JP Morgan
High Tech Lending
Altruist

Bronze Partners

Cantor Fitzgerald
Eclectic Associates
UCI
Wilshire Finance Partners
Nationwide Advisory
Dimensional Funds
American Funds