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

Tuesday, September 19, 2023 Board Meeting - via zoom

The FPA Board meet once a month, some virtually. September will via zoom
Mark your calendar

2023 FPA Symposium - October 4, 2023

Carl Richards, CFP® will be speaking
To Register, Click here

Women's Initiative Event - October 12, 2023

Level Up Your Marketing - Convert Followers into Clients
More information and Register, Click Here

NexGen So Cal Summit

Saturday, October 21, 2023, in Costa Mesa, CA
For More information, Click Here

CFA/FPA/NIRI FINANCIAL INDUSTRY GOLF TOURNAMENT - October 26, 2023

Join us for a swingin' day of golf and business networking.....
Click here to register

Mark your calendar - Breakfast Meeting in North County - November 2, 2023

Everything you Ever Wanted to Know About Crypto but Were Afraid to Ask
For more information, CLICK HERE

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

(click on logo for more information)
EGPS
Pacific Funds
Scholarshare529
Shareholder Service Group
The Home Loan Gal
City National Rochdale

RESOURCE PARTNER EVENTS

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