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

2021 FPA Symposium

September 30, 2021 8:15am to 5:45pm (with the social hour)
For more information and to register, Click Here

NexGen October Mastermind Meeting - October 6, 2021

This meeting we'll split into breakout rooms and work together to examine & analyze a case study
For more information and to register, click here

TAX and FINANCIAL Forum - October 19, 2021

Offered by Orange County FPA
For more information and to register, click here

2021 Board Meeting dates

The FPA Board meet once a month, now virtually.
Mark your calendar
San Diego State University

Platinum Partners (click on logo for more information)

Ivy Investments

Gold Partners (click on logo for more information)

TD Ameritrade Institutional

Silver Partners (click on logo for more information)

Charles Schwab
Shareholders Service Group
Fidelity Investments
SFS Life Settlements
C2 Reverse Mortgage

Client Service Associate

Blankinship & Foster, LLC
For more information, click here

CRM Manager / Receptionist

SD Wealth
Click here for more information


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