C-The Financial Planning Association of San Diego
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SDSU FPA

THE FINANCIAL PLANNING ASSOCIATION of SAN DIEGO

Financial Planning Association of San Diego is the region’s premier resource for Financial Planners and those pursuing a career in financial planning. FPA San Diego is committed to bringing its members educational opportunities and industry specific resources unsurpassed by any other member association.



For those seeking a competent and ethical planner who has achieved the designation as a Certified Financial Planner®, FPA San Diego is proud to offer, as a community service, free referrals upon your request. Please review the information under Consumer Info to contact a CFP® who may assist you.


We look forward to welcoming you to the Financial Planning Association San Diego. For membership information, contact CFP ® and Board Member, Gil Armour by phone 858.228.1049 or email at GArmour@AIGFinancialAdvisor.com. For details about membership levels and fees, please click here. To complete a membership application, please follow this link and create a login and then complete the application form.    



FPA San Diego


FPA San Diego
This regional branch of FPA is governed by a volunteer Board of Directors and is supported by a host of other volunteers and Resource Partners who make the vision of FPA San Diego a reality.

We believe in promoting the growth of our industry and encouraging students and planners to choose a profession as a Certified Financial Planner®.

We welcome our newest student chapter the SDSU FPA.

Interested in beginning a chapter at your college? Email info@fpasandiego.org for more information.





Barney & Barney Cost Segregation Services Inc
Chuck Helsel - US Bank Mortgage Fidelity Investments
Laserfiche PIMCO
Polycomp Administrative Services Symetra
Torrey Pines Bank University of San Diego - Planned Giving


 

Register for Events

 

FPA's President Jim Lingelbach on NBC.

 

Former President of FPA San Diego and CFP® offers advice in this volatile market.


Hillel Katzeff on the Market Meltdown of 2008,
KUSI Morning News

 

Quality Funding

Biz-Sherpa

Dan Herder

RSF Insurance

Union Bank of California

Charles Schwab

 

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FOR THIS MONTH'S PRESIDENT'S MESSAGE


CLICK HERE

FOR CONSUMER BROCHURES

 

Financial Planning Association of San Diego --- P.O. Box Number 880936, San Diego, CA 92168 --- Tel: (619) 504-0142