The Financial Planning Association of San Diego

WELCOME TO
THE FINANCIAL PLANNING ASSOCIATION 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. 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.



For those seeking a competent and ethical planner who has achieved the designation as a Certified Financial Planner®, please review the information under Consumer Info to contact a CFP® who may assist you.

 

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FPA San Diego
This regional branch of FPA is governed by a volunteer Board of Directors and is supported by a host of other volunteers and Resource Partners who make the vision of FPA San Diego a reality.

We believe in promoting the growth of our industry and encouraging students and planners to choose a profession as a Certified Financial Planner®.

We welcome our student chapter at San Diego State University, the SDSU FPA.


Nomura Partners Funds

Guardian Life San Diego

Business Valuations Limited

Rancho Santa Fe Insurance/Chubb Group

401(k) Advisors


Cambridge Investment Research Inc

Cole Capital

Fidelity Investments

Steadfast Income REIT

Torrey Pines Bank

University of San Diego Planned Giving

Disability Insurance Services


Shareholders Service Group

Payden Mutual Funds

Security One Lending

Synergy One Lending

TD Ameritrade Institutional

First American Trust

Charles Schwab

Cohen and Steers




Register for Events

 

UPCOMING EVENTS

Quarterly Meetings

May 8, 2013
July 24, 2013

Symposium

October 23, 2013

Financial Planning Day

To be announced shortly.

Holiday Meeting

December 11, 2013

 


 

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FOR CONSUMER BROCHURES

Financial Planning Association of San Diego --- P.O. Box Number 880936, San Diego, CA 92168 --- Tel: (619) 504-0142