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 Quarterly Education Meeting Dec 2016

SDSU Alumni Center
12/14/16 11:30 am

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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

December 2016

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  • FPA SD 2017 Strategic Planning Meeting
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  • NexGen Holiday Happy Hour
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  • SD FPA Board Meeting
  • SD FPA Quarterly Education Meeting
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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.

November 29, 2016

FPA SD President’s Message – Q4 2016

Good afternoon, Fellow FPA San Diego Members. I hope this message finds you well and looking forward to a joyful holiday season. As we enter the final month of the year, I want to take this opportunity to reaffirm our dedication to you, our members, and to detail a few exciting trends that are taking […]

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FPA San Diego Partners

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