FPA of San Diego President’s Message – Q1 2018

January 2018

Happy new year! I hope your year is off to a good start.  I would like to take this opportunity to thank you for your membership to the FPA of San Diego.  I enjoy seeing many of you connect, share ideas and access techniques that you can use in your own business and life.


We are pleased to announce the launch of our new FPA of San Diego chapter website.  Each member will have their own profile.  A welcome email was sent to you last week on Thursday, January 11, 2018 with your user name and a way to set your password.  You can set up your login with your primary email (that you get correspondence from) or with your FPA Member number.  Please take the time to explore the new site at   We will send out another welcome email by the end of this week in case you missed the last email.  Also, please keep your FPA of San Diego chapter profile user name and password to register for future events.


Do you know that Errors & Omissions Insurance is one of the top requested FPA member benefits? For over 8 years, FPA has offered discounted E&O coverage.  Check out your MyDiscounts for a complete list of your discounts available with your FPA Membership today!

Join us Thursday, January 25th from 5:30 p.m. to 7:30 p.m. as we kick off 2018 with our first annual Social Mixer. Enjoy a selection of 38 beers on tap! We will provide a selection of appetizers and a friendly environment for you to catch up with local professionals in the financial planning industry.

We are pleased to announce a few upcoming events.  Our next Quarterly Education Meeting with be on Wednesday, March 7th.  In the Spring 2018, we will be having another FPA/CFA Meeting/Networking Event.  More details to follow. 

There is still time to start volunteering for our Membership, Programs, Sponsorship, Pro Bono, or Communication Committee. If you are interested in getting more involved with FPA of San Diego, please let me or anyone on the Board know.

Wishing you a successful 2018. 


Catherine M. Magaña
President – FPA of San Diego

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