About Us

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. FPA San Diego is one of the well known FPA chapters with an impressive membership reflecting some of the most experienced and influential professionals in the financial services industry. There are over 250 active members who offer a broad spectrum of financial services from throughout San Diego County.

Our Mission

The San Diego Chapter of the FPA encourages the success of our members through professional support, public awareness and upholding the virtues of integrity and excellence in financial planning.

Our Vision

To support our members by providing the resources to help them achieve excellence in financial planning.

To help foster a broad public awareness of the importance of financial planning as a key to financial security.

To increase public awareness of the CFP mark as the premier designation for financial planning professionals.

Become a Member

Ready to join? Click HERE to find out about the benefits and apply.

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WHAT TO EXPECT IN 2025

November 19 - NexGen Game Night
December 3- Women's Initiative Happy Hour
December 11 - NexGen Year-End Party

WHAT'S TO COME IN 2026

January 22 - January Financial Summit
March 25 - 7th Annual Wealth Management Symposium w/ CFA Society SD
May 14- Breakfast Meeting with Cozy Whitman
October 8 - Annual Symposium

Note: All events are subject to change. Stay tuned for updates!