The Financial Planning Association of San Diego
FPA San Diego Membership

 

Register for Events

 

COMPLIMENTARY CLASSIFIED ADVERTISING
(available for FPA members only)

 

Please send the text of your classified ad via e-mail, or attach as a word document, to info@fpasandiego.org

Questions? Call (619) 504-0142.

 

JOB OPPORTUNITIES


 

SEEKING INTERNSHIPS

  • The Financial Planning Association of San Diego is teaming up with the San Diego State University financial planning department in creating a paid internship program that matches student’s career goals to targeted FPA member companies!  Click Here For Details.” 

 

RESUMES: SERVICES AVAILABLE

  • Sheree Chen
    Click here for a PDF with more details

  • Ocean John Ho
    Click here for a PDF with more details

  • Pamela Kirk
    Click here for a PDF with more details

  • Diana L. McCauley
    Click here for a PDF with more details

  • Shawn Tydlaska
    Click here for a PDF with more details

 

FINANCIAL PLANNING PRACTICE

  • 12-10-2009
    Practice Opportunity

    San Diego resort area:  near-retirement CPA/CFP/RIA seeking energetic CPA/RIA for buy-in or merger, with succession as goal.  Practice is limited to taxes, investment management and financial planning – no accounting except for tax compliance.  Annual billings exceed $900k. 

    Contact Charles Hayes at chayes@hayescpa.com

 

OFFICE SPACE AVAILABLE

  • San Diego, Golden Triangle - Sub-Lease Executive Office
    Sub-lease 160ft. beautiful executive office, large window. $590. Share space with CFP, Financial Advisors and Estate Planning Atty. Conference Room, Kitchenette, Receptionist available if needed. Great Location, Free Parking, New Carpet, Paint. .
    Call Ian Kutner, CFP®, (858) 455-5068

  • Encinitas Area. Share office space with CFP.
    (2) Executive Suites for lease. Square Footage 12' x 14' approximately 168 square feet. Furnished. Conference Room available. Cable/Phone ready. Plenty of room for cubicle's if more space required.
    P.O.C. Jon Bettis 760-635-9287

  • San Diego, Sorrento Valley - Executive Office
    (fully furnished @ $900 per month)
    Great central location in San Diego County, private parking, access to common areas.
    Call Ken Corlett, CFP®, (858) 452-6455

 

EDUCATION PROGRAMS

  •  None available at this time.

 

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