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

July 12, 2022 Board Meeting

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

Let’s PAR-TEE! Thursday, July 21, 2022

Please join us for an afternoon at the Del Mar Golf Center driving range!
For more information and to register, click here.

FPA Advocacy Day

FPA Advocacy Day is set for Tuesday, August 23, 2022.
For more information and to register, click here.

Pro Bono Opportunities

Check out the various volunteer opportunities
Click here for more information
San Diego State University

Platinum Partners (click on logo for more information)

UnitedHealthcare
C2 Reverse Mortgage

Silver Partners (click on logo for more information)

Charles Schwab
Shareholders Service Group
SFS Life Settlements
Synergy 1 Lending
Pacific Funds

Business Development Representative

Aspiriant
We are looking for ... click here

Financial Planning Assistant

Click here for more information

WEALTH ADVISOR

HoyleCohen Wealth Management LLC
Click here for more information

RESOURCE PARTNER EVENTS

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

CE/CPE Eligible Webinar: CFP® Board Code of Ethic

CE/CPE-eligible* webinar Thursday, June 9 at 9:00AM PST. Join Jeff Rattiner, CFP, CPA to learn the m[...]
For More information, click here