C-The Financial Planning Association of San Diego
Home
Membership
FPA Board
Calendar and Events
Become A CFP
Planner Resources
Resource Partners
Planner Search
FAQ's
Contact Us
The Financial Planning Association of San Diego
Government Relations
Classifieds
SDSU FPA

THE FINANCIAL PLANNING ASSOCIATION

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.

Financial Planning Association

For those seeking a competent and ethical planner who has achieved the designation as a Certified Financial Planner®, FPA San Diego is proud to offer, as a community service, free referrals upon your request. 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, contact CFP ® and Board Member, Mark Vanatta by phone 858.703.2734 or email at Mark_Vannatta@glic.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

FPA San DiegoThis 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
.

 

The Biz Sherpa Chuck Helsel - CalPacific Mortgage Consultants
Fidelity Investments Laserfiche
MFS Investment Management Polycomp Administrative Services
The Renaldi Group San Diego Pension Consultants, Inc.
Symetra Torrey Pines Bank
University of San Diego - Planned Giving  

 

 

 

Register for Events

 

President of FPA San Diego and CFP® offers advice in this volatile market.


Hillel Katzeff on the Market Meltdown of 2008,
KUSI Morning News

 

Quality Funding

Cal Pacific

Dan Herder

RSF Insurance

Union Bank of California

 

 

CLICK HERE
FOR THIS MONTH'S PRESIDENT'S MESSAGE


CLICK HERE

FOR CONSUMER BROCHURES

 

Financial Planning Association of San Diego --- P.O. Box Number 880936, San Diego, CA 92168 --- Tel: (619) 504-0142