Financial Planning Association of San Diego is the region’s premier resource for 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.
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.
We look forward to welcoming you to the
Financial Planning Association San Diego.
For membership information, please contact Lynn Buchholz, CFP®, Membership Director, at 619-417-5731 or lnbuchholz@aol.com.
For details about membership levels and fees, please click here. To complete a membership application, please follow this link and create a login and then complete the application form.
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 newest student chapter the SDSU FPA.
Interested in beginning a chapter at your college?
Email info@fpasandiego.org for more information.
FPA San Diego requests that ALL members forward letters to our Senators and Representatives regarding the ongoing discussion in Washington about regulating Financial Planners and determining fiduciary duty. One of our members, Bob Veres has compiled information to make this correspondence convenient for us all.
