Blog

The Fall Membership Drive is Underway!

The FPA Fall Membership Drive is underway, and you can help! From Oct. 1-31

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Job Posting: Client Service Associate

Did you know the Chapter website has a job posting form? Here is a recent job posting for a San Diego opening: CLIENT SERVICE ASSOCIATE EP Wealth Advisors, LLC

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FPA Coaches Corner Spotlight: Compliance considerations in joining or leaving an RIA

Join John T. Carr, principal at Carr Butterfield Attorneys at Law, and Todd Sakoda at the Consortium/Lift Burden for an interactive, 60-minute virtual session on July 31 at 4 p.m. ET

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Lend your voice to new research on best practices in client understanding

FPA, Capital Preferences and T. Rowe Price have initiated new research that seeks to map the frontier of client understanding practices and answer key questions that are central to serving the needs of 21st-century investors.

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PridePlanners and FPA integrate to support LGBTQ individuals and families

PridePlanners is integrating with FPA to enhance support to financial planners who serve the financial planning needs of LGBTQ Americans. A new FPA Knowledge Circle will be created to facilitate connections

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CE Webinars: July 12 and 24

We are extremely excited to announce another valuable benefit of being a member of the SD FPA!  Our Chapter has formed a strategic partnership with Retirement Experts Network (REN)!  REN will be providing us with a monthly webinar series

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Take the Home Equity Quiz by Prof. Hopkins of the American College

Take the Reverse Mortgage Quiz written by the well-known thought leader in retirement income planning, Jamie Hopkins Esq., CFP, RICP, Professor of Retirement Income Planning at the American College.

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FP Transitions: The Three Pillars of a Successful Advisory Business

FP Transitions President & Founder, David Grau Sr., JD, dives into the three pillars of a strong advisory business and explores how each one is integral to the ongoing growth and sustainability of the enterprise.

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FPA SD President's Message - Q2 2018

2018 has been a busy year for the FPA of San Diego. We kicked off 2018...

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FPA of San Diego President’s Message – Q1 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.

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