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.

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.

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

CE Lunch & Learn - How to Collaborate with a Family Office - December 03, 2020

The popularity of family offices continues to increase as the number of wealthy families ($10M+) grows. Presenter James F. (Buddy) Thomas, Jr. CFP®, CLU, AEP, president and chief planning officer, Superior Planning, Inc.
Click here to register and learn more

Annual Strategic Planning Meeting

December 04, 2020 9AM-4:30 PM
Additional info TBD

CE (Pending) Lunch & Learn - Financial Planning in the age of COVID - January 21, 2021

The coronavirus pandemic has changed the world of financial planning. Dr. McClanahan will cover how coronavirus has affected financial planning projections, emergency planning, long term care logistics, insurance planning, estate planning, and the deliver

2021 FPA Symposium

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

Strategic Partners (click on logo for more information)

San Diego State University

Platinum Partners (click on logo for more information)

United Healthcare
Ivy Investments

Gold Partners (click on logo for more information)

TD Ameritrade Institutional

Silver Partners (click on logo for more information)

Charles Schwab
Shareholders Service Group
Fidelity Investments
ScholarShare 529
SFS Life Settlements
C2 Reverse Mortgage

Financial Analyst

Job Posting Nov. 17, 2020

Position keeping and growing our professional advisor constituency

The San Diego Foundation
Job Posting Oct. 20, 2020

Associate Financial Planner

HoyleCohen, LLC
Job Posting Oct. 6, 2020