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

October 11, 2022 Board Meeting

The FPA Board meet once a month, some virtually. October will be in person.
Mark your calendar

2022 FPA Symposium

Announcing our annual all-day Symposium – September 22, 2022
For more information and to register, click here

November 10, 2022 - Educational Meeting

Mark Your Calendar...
For more information and to register, click here.

Pro Bono Opportunity

October 13, 2022, Chula Vista, CA
More information

Second PICKLEBALL Tournament

Join us, October 3, 2022 - Register by September 30, 2022
Joint event with the CFA Society.

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

RESOURCE PARTNER EVENTS

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

CE-Eligible Webinar - Wednesday, October 19, 2022 2:00-4:00 PM PT 

Wade Pfau and Barry Sacks IN PERSON, Reverse Mortgage Financial Advisor Seminar 
Register at no cost to you, click here to register