Membership

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.

FPA San Diego strives to provide education and resources to benefit its members and to represent the financial planning professional in local, statewide and national matters through its Political Action Committee. Recognized in 2007 for its accomplishments, FPA San Diego was awarded the highest level of recognition by the National Financial Planning Association, the Platinum Award.

Use this button to see the various membership options for the FPA.

Membership Options

If you are an existing member, you can renew or update your info.

Current Members

New members are invited to the New Member’s Reception at which the membership benefits and annual events will be detailed for your clarification.

  • Quarterly Meetings at which time you may receive Continuing Education Credits and hear dynamic speakers from different disciplines.
  • Symposium – One day annually at which resources partners, speakers and panelists are featured to assist you in your business, create networking opportunities and fellowship among members and affiliated professionals.
  • Membership Appreciation Day – An annual event to show appreciation to our members.

Membership Board Member

Eric Billock
Mortgage Planner
High Tech Lending
760-476-3127
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FPA San Diego Partners

Strategic Partner
Palladium
Platinum
Gold
Silver