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

April 11, 2023 Board Meeting - Virtually

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

4TH ANNUAL WEALTH MANAGEMENT SYMPOSIUM - April 5, 2023

Join this joint meeting with the San Diego FPA and the CFA Society
For more information and to register, click here

Mark Your Calendar! DATE HAS BEEN CHANGED

2023 FPA Symposium - October 4, 2023
Stay turned in for more information.

Announcing our next in-person breakfast meeting – May 2, 2023

Join us!
Click here for more information and register

Strategic Partners

If you would like to become a sponsor, please contact our Corporate Sponsor Director, Simon Perna

Gold Partners

(click on logo for more information)
First Trust
San Diego Foundation
Allianz
UnitedHealth care

Silver Partners

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EGPS
Pacific Funds
Scholarshare529
Shareholder Service Group
The Home Loan Gal

RESOURCE PARTNER EVENTS

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