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

Get Affordable Help with Medicare Costs - May 26, 2021

Offered by UnitedHealthCare
For more information and to register, click here

June NexGen Mastermind Meeting - June 2, 2021

Join our open discussion
For more information and to register, click here

Double Session - June 16, 2021

I’m Going to Launch My Own Firm…Now What? and Crypto, Blockchain, Why it Matters, and Things to Know as a Financial Advisor
For more information and to register, Click Here

2021 FPA Symposium

September 30, 2021 12PM-5PM
Additional info TBD

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)

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
SFS Life Settlements
C2 Reverse Mortgage

Financial Services Intern

Platt Wealth Management
Job Posting January 8, 2021

Financial Services Intern

Platt Wealth Management
Job Posting Jan. 8, 2021

Family Office - CFP Planning Officer

Superior Planning, Inc
Job Posting Feb. 17, 2021

Family Office Implementation Officer

Superior Planning, Inc.
Job Posting Feb. 3 2021

Financial Analyst

AbacusNext
Job Posting Nov. 17, 2020

Senior Associate - Wealth Management

Aspiriant
Job Posting December 17, 2020

RESOURCE PARTNER EVENTS

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