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

February 14, 2023 Board Meeting

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

2023 FPA Advocacy Day

Mark your calendar
For more information and register, click here.

Mark Your Calendar!

2023 FPA Symposium
Stay turned in for more information.

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

Platinum Partners

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Silver Partners

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EGPS
Pacific Funes
Scholarshare529
Share Service Group

RESOURCE PARTNER EVENTS

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