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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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
Cambridge Investment Research Inc
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
Cohen and Steers