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 November. 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 educationbusiness developmentnetworking and advocacy. FPA supports the efforts of individuals who believe in and practice the financial planning process and share our ethical values.

2023 Quarterly Education meeting dates- IN PERSON- at Cal Lutheran:
February 24, 2023 - 8:30am - 12pm 

May 19, 2023 - 8:30am - 12pm 

August 18, 2023 - 8:30am - 12pm 

October 20, 2023 - 8:30am - 12pm (Save-the-Date)

Quarterly Education Meetings - We'll be meeting IN-PERSON in 2023!

Join us at our next meeting on Friday, February 24, 2023 at Cal Lutheran University
Register Today

Membership

Join our chapter today!
Learn More about membership!

Partner with us

Help foster connections amongst our chapter
Learn More About Partnerships

Pro Bono Financial Planning

Free, no strings attached, one-on-one counseling and financial literacy presentations with members of underserved populations, particularly low-income individuals and families.
Learn More!

Study Group

Learn from peers to increase your planning knowledge
Register for our Study Group events
PCL Financial Group
Comfort Keepers
California Lutheran University