The Financial Planning Association of San Diego
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THE FINANCIAL PLANNING ASSOCIATION

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.

Financial Planning 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, Mark Vanatta by phone 858.703.2734 or email at Mark_Vannatta@glic.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 DiegoThis 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
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2008 Platinum Partners

 

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Featured Speakers

 

Platinum Partners

Quality Funding

Cal Pacific

Dan Herder

RSF Insurance

Union Bank of California


Gold Partners

The Biz Sherpa

Chuck Helsel - CalPacific Mortgage Consultants

Fidelity Investments

Laserfiche

MFS Investment Management

Polycomp Administrative Services

The Renaldi Group

San Diego Pension Consultants, Inc.

Symetra

Torrey Pines Bank

University of San Diego - Planned Giving

 

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