Welcome to the Financial Planning Association (FPA) of Ventura County. Our chapter serves a large area which includes not only Ventura County but also portions of the northern edge of Los Angeles County, plus Santa Barbara County and along the coastline to San Luis Obispo.
The chapter holds Quarterly Meetings in March, May, August and October. Thanks to the generosity of our Chapter Resource Partners we are able to bring our members top local and national speakers to provide engaging, educational sessions on a wide range of topics relevant to financial planners and allied professionals.
We have four designated Area Coordinators to give members a way to connect to the chapter and its leadership within their own community. In addition to providing a local link to our chapter, the Area Coordinators also conduct monthly Study Group meetings in their respective areas on a variety of local topics, planning issues, and client case troubleshooting.
The FPA of Ventura County is dedicated to facilitating the success of our professional members through education, business development, networking and advocacy. FPA supports the efforts of individuals who believe in and practice the financial planning process and share our ethical values.
2024 Quarterly Education meeting dates- IN PERSON- at Cal Lutheran:
March 8, 2024 - 8:30am - 12pm
May 17, 2024 - 8:30am - 12pm
August 16, 2024 - 8:30am - 12pm
October 18, 2024 - 8:30am - 12pm