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
January 21 - Joint event with Estate Planning Council of SD
March 5 - Financial Summit | Kitces, Finke, Pfau
March 21 - Joint Afternoon Meeting with CFA Society
April 23 - Women's Initiative Speaker Panel & Lunch
April 28 - Pickleball with CFA Society
May 8 - Breakfast Meeting at The Green Dragon
May 21st- Happy Hour hosted by Women's Initiative
May 22nd - Social Hour hosted by NexGen
June 18 - Happy Hour @Harland Brewing
June 24 - Summer Kick off Hike hosted by NextGen
June 26 - Pro Bono Coaching Opportunity
July 10 - Golf Tournament at Del Mar Driving Range
July 31 - Happy Hour at URBN Pizza
August - Pickleball with CFA Society
August 20th- Speaker Panel hosted by Women's Initiative
September 11 - Chapter Symposium at SDSU Alumni Center
October - Happy Hour
October - Joint Golf Event with CFA Society and Women in ETFs at Oaks North
November 13 - Breakfast Meeting at The Handlery
November - Happy Hour
Note: All events are subject to change. Stay tuned for updates!