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

Friday, December 8, 2023 Strategic Planning Meeting

This is the planning meeting for 2024 FPA San Diego chapter
Mark your calendar

NexGen 2023 Year End Holiday Happy Hour December 7, 2023

Sponsored by Trust and Will
For More information, Click Here

As we near the holiday season, let's get together to give back to our San Diego community

Join the FPA Women's Initiative as we Gather, Give and Grow.
Dates vary, Click here for options and to register

Mark Your Calendar!

North County Breakfast Meeting - February 8, 2024
Click here for more information and to register

Strategic Partners

If you would like to become a sponsor, please contact our Corporate Sponsor Director, Aaron Weigman

Gold Partners

(click on logo for more information)
First Trust
San Diego Foundation
UnitedHealth care

Silver Partners

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


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