The Women's Initiative is a community of like-minded women financial professionals who support, educate and encourage one another. For more information, contact us at womensinitiative@fpasandiego.org.

Vision Statement
To connect the women of FPA of San Diego by educating, supporting, mentoring, sharing best practices and collaborating.

Who are our members?
We support women at all stages in their careers, including new professionals, returners, career changers, and seasoned/retiring advisors. We are a passionate, fun-loving, upbeat community dedicated to the success of every member.  We have a culture of mentorship, both through a year-long program and informal conversations at events. 

 

Upcoming Women's Initiative Events

Director Woman's Initiative

Tracy Burgett
Founder/Financial Planner Burgett Financial Planning LLC