THE FINANCIAL PLANNING ASSOCIATION oF SAN DIEGO

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.

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.

We look forward to welcoming you to the Financial Planning Association San Diego.

For membership information, please contact Lynn Buchholz, CFP®, Membership Director, at 619-417-5731 or lnbuchholz@aol.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

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 newest student chapter the SDSU FPA.

Interested in beginning a chapter at your college? Email info@fpasandiego.org for more information.