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

Defined Benefit/Cash Balance Plans

The SECURE Act made retroactive planning possible – and there’s still time for 2020 planning before your clients file their tax returns!
Click here to register and learn more

Godzilla v. Kong: Biden, Congress and Potential 2021 Tax Law Changes

A review of possible income and estate tax law changes that could be enacted this year and planning options to discuss with clients.
For Information and to Register, Click Here

2021 Board Meeting dates

The FPA Board meet once a month, now virtually.
Mark your calendar

2021 FPA Symposium

September 30, 2021 12PM-5PM
Additional info TBD
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
ScholarShare 529
SFS Life Settlements
C2 Reverse Mortgage

Financial Analyst

AbacusNext
Job Posting Nov. 17, 2020

Position keeping and growing our professional advisor constituency

The San Diego Foundation
Job Posting Oct. 20, 2020

Senior Associate - Wealth Management

Aspiriant
Job Posting December 17, 2020

Financial Services Intern

Platt Wealth Management
Job Posting January 8, 2021

RESOURCE PARTNER EVENTS

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