The Financial Planning Association of San Diego
FPA San Diego Membership

 

Register for Events

 

LOCAL FINANCIAL PLANNER REFERRAL PROGRAM


FPA San Diego
The Financial Planning Association offers a financial planner referral
program through 'Planner Search'.

If you are interested in receiving a list of Certified Financial Planner
(CFP's), please visit www.fpanet.org and click on "General Public" then
"Find a Planner".

You will be guided on "How to Use 'Find a Planner'".

You will also find information on topics such as:
* What are Certified Financial Planner Professionals
* Benefits of Using a Planner
* Choosing a Planner
* How Planners Charge
* What to Bring to a Meeting with a Planner

If you prefer to have a Planner contact you, please complete the brief form
under 'LET US DO THE WORK FOR YOU' to 'Tell us what you are looking
for and we will have planners contact you.'

 

FOR CONSUMERS, MEDIA & FPA MEMBERS

FPA CONSUMER BROCHURES

• Brochures on timely personal finance topics to help you make smart decisions about your financial future

FPA FINANCIAL PLANNING PERSPECTIVES (FPP) ARTICLES

• Monthly series of consumer-oriented articles designed for use by media outlets that cover personal finance

FPA ARTICLE ARCHIVES

• Previously published FPA Financial Planning Perspectives (FPP) articles

FAQ's - Questions

• View a list of frequently asked questions.

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