PROVIDING INVALUABLE RESOURCES TO ITS MEMBERSHIP
FPA San Diego is committed to bringing its members educational opportunities and industry specific resources unsurpassed by any other member association while improving our community’s financial literacy. FPA San Diego is one of the largest FPA chapters in the country with an impressive membership reflecting some of the most experienced and influential professionals in the financial services industry. There are over 400 active members who offer a broad spectrum of financial services from throughout San Diego County.

OUR MISSION
The San Diego Chapter of the FPA encourages the success of our members through professional support, public awareness and upholding the virtues of integrity and excellence in financial planning.

OUR VISION
To support our members by providing the resources to help them achieve excellence in financial planning.
To help foster a broad public awareness of the importance of financial planning as a key to financial security.
To increase public awareness of the CFP mark as the premier designation for financial planning professionals.

Chapter Events & Meetings

September 13, 2022 Board Meeting

The FPA Board meet once a month, some virtually. August will be a virtual meeting.
Mark your calendar

FPA Advocacy Day

FPA Advocacy Day is set for Tuesday, August 23, 2022.
For more information and to register, click here.

2022 FPA Symposium

Announcing our annual all-day Symposium – September 22, 2022
For more information and to register, click here

ABC Summer Networking Mixer | Attorneys, Bankers, CPAs and FPA Members

CALCPA, and FPA, NEXGEN EVENT
For more information and to register, click here

NexGen Happy Hour

Join us at the Golf Bar
More information, and to register, Click here

Pro Bono Opportunity

October 13, 2022, Chula Vista, CA
More information
San Diego State University

Platinum Partners (click on logo for more information)

UnitedHealthcare
C2 Reverse Mortgage

Silver Partners (click on logo for more information)

Charles Schwab
Shareholders Service Group
SFS Life Settlements
Synergy 1 Lending
Pacific Funds

Business Development Representative

Aspiriant
We are looking for ... click here

Financial Planning Assistant

Click here for more information

Part-Time Client Service Associate

Fonte Financial Advisors
We’re looking for a motivated self-starter

RESOURCE PARTNER EVENTS

If your company is hosting an event that our members would be interested in...

CE/CPE Eligible Webinar: How to Begin a Life Plan

How to Begin a Life Planning Conversation with George Kinder Thursday, July 28, 2022 at 10:00 AM PT
For More information, click here