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

San Diego FPA Chapter - Social Hour! July 22, 2021

This is our first in person event in quite a while.
Click here for more information and to register.

"Cryptocurrency: How Advisors Can Get Up to Speed", July 22, 2021

Sponsored by FPA Los Angeles
For more information and to register, Click Here

NexGen Masterminds Meeting - August 4, 2021

This meeting we'll split into breakout rooms and work together to examine & analyze a case study
Click Here to Register

FPA San Diego Women's Initiative Summer Wine Social

Join us Tuesday, August 10, 2021 from 4:30pm to 6:30pm
For more information and to register, click here

NexGen Happy Hour - August 19, 2021

Join our in- person happy hour Location TBD.
Click Here to Register

Financial Planning as a profession is at a critical juncture.

We are going to Sacramento on August 24th, 2021. This is our 9th annual visit to "the Hill".
For more information and to register, Click Here

Ethics CE: CFP Board’s Revised Code and Standards - September 9, 2021

This program fulfills the requirement for CFP Board approved Ethics CE.
For more information and to register, click here

2021 FPA Symposium

September 30, 2021 12PM-5PM
Additional info TBD

TAX and FINANCIAL Forum - October 19, 2021

Offered by Orange County FPA
For more information and to register, click here

2021 Board Meeting dates

The FPA Board meet once a month, now virtually.
Mark your calendar
San Diego State University

Platinum Partners (click on logo for more information)

United Healthcare
Ivy Investments

Gold Partners (click on logo for more information)

LivHome
TD Ameritrade Institutional

Silver Partners (click on logo for more information)

Charles Schwab
Shareholders Service Group
Fidelity Investments
SFS Life Settlements
C2 Reverse Mortgage

RESOURCE PARTNER EVENTS

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