FPA of Ventura County

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 February, 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: 

October 18, 2024 - 8:00am - 10:30am

Save the Date for our 2025 Quarterly Education Meetings:

February 21, 2025

May 16, 2025

August 15, 2025

October 17, 2025