FPA MEMBERSHIP INFORMATION

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.

FPA San Diego is led by a committed Board of Directors, many of whom have served for many years to lead and expand the Chapter.  Participation in committees that work for the greater benefit of FPA San Diego is greatly encouraged. Members who are interested in getting involved on a committee may contact any Board member or send an email to Info@FPASanDiego.org

We appreciate your membership and appreciate your attendance at events. New members are invited to the New Member’s Reception at which the membership benefits and annual events will be detailed for your clarification.  While new events may be planned, the typical event year includes the following:

• Quarterly Meetings at which time you may receive Continuing Education Credits and hear dynamic speakers from different disciplines. 
• Planner Resource Day- 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.
• Golf Tournament – An annual fundraiser for the SDSU student FPA chapter.
• Membership Appreciation Day – A free event typically held at the San Diego race track in appreciation of members.

Becoming part of FPA San Diego is a great decision because

• Attendance at FPA San Diego’s convenient quarterly meetings gives you the opportunity to earn your continuing education credits.
• You receive pertinent information and knowledge through the speakers, programs and events offered in areas of study that are essential to build a successful business.    
• It gives you opportunities to network with other industry professionals to share ideas and strategies. 
• You benefit from the Political Action Committee of the FPA that is your advocate on the local and national level. 
• Through the meeting and programs you will hear national speakers while earning continuing education credits.
• You will be introduced to a host of sponsoring auxiliary businesses that serve our profession. These resources make networking and strategic alliance building convenient and profitable.
• Study groups are offered for new and experienced planners to share ideas and to learn and practice management tools.  
• You have access to countless business tools to assist you, including the Journal of Financial Planning and Solutions, which offer the ideas you need for your overall business and professional success.
• You are invited to attend the annual Financial Planning Association national conference, where the brightest and the best in the profession gather to improve skills and the overall profession.

To join FPA San Diego, simply follow the links below to complete the application.  To speak with the Membership Director, please call Mark Vannatta at 858.703.2734 or email Mark_Vannatta@glic.com.  We look forward to welcoming you to our Chapter!

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