Welcome To The Financial Planning Association of San Diego

Financial Planning Association of San Diego is the region’s premier resource for professional 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 while improving our community’s financial literacy. FPA San Diego is one of the largest FPA chapters in the country with an impressive membership reflecting some of the most experienced and influential professionals in the financial services industry. There are over 400 active members who offer a broad spectrum of financial services from throughout San Diego County.

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Membership Bulletin


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Rancho Sante Fe Insurance

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Our Mission

The San Diego Chapter of the FPA encourages the success of our members through professional support, public awareness and upholding the virtues of integrity and excellence in financial planning.

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Our Vision

  • To support our members by providing the resources to help them achieve excellence in financial planning.
  • To help foster a broad public awareness of the importance of financial planning as a key to financial security.
  • To increase public awareness of the CFP mark as the premier designation for financial planning professionals.

Gold Level Partners

Ameriprise Financial
Cole Capital
Fidelity Invesments
United Health Care
University of San Diego

Silver Level Partners

Independent Financial Group
Security One Lending
Shareholders Service Group
Payden Mutual Funds
TD Ameritrade Institutional
Torrey Pines Bank

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