Helping Others Reach Their Goals

Bringing Invaluable Resources To Our Membership

About Membership

THE FPA 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.

SD FPA Oct 2016 Social Mixer

Trulucks - La Jolla
10/20/16 5:30 pm

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SD FPA Women’s Initiative Oct 2016 Social Mixer

California Estate and Elder Law, LLP
10/5/16 4:30 pm

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Providing Invaluable Resources To Its Membership

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.

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.

- OUR MISSION

September 2016

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  • SD FPA Board Meeting
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  • SD NexGen: Joint mixer with XYPN
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  • SD FPA Annual Symposium
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(Learn more about membership)

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.

April 23, 2015

FPA SD President’s Message – Q2 2016

Greetings, fellow San Diego FPA members! I hope this note finds you well and enjoying the spring.  I’m writing today to thank you for your continued support of our chapter, as well as to highlight some recent happenings and provide updates on upcoming events. As we move past tax season, I encourage you to get […]

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FPA San Diego Partners

  • Strategic Partner
  • Palladium
  • Palladium
  • Platinum
  • Platinum
  • Platinum
  • Gold
  • Gold
  • Gold
  • Gold
  • Silver
  • Silver
  • Silver
  • Silver
  • Silver
  • Silver
  • Silver