Welcome to the Financial Planning Association of Orange County - connecting those who provide, support and benefit from professional financial planning. We represent a community of over 550 professionals whose vision is to be the voice and resource for financial planning in Orange County... Read More...

Event Highlights

9/12: WiFi Community Partner Event!

Join us to listen to Kristi Mitchem, CEO of Wells Fargo Asset Management, share her insights on how to put gender equality at the center of business strategies.
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9/13: New Member Breakfast

If you are new to our chapter (or have not attended a breakfast in the past), we invite you to join us for this special time to get to know board members and find out how to make the most of your FPA Membership.
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9/14: Chapter Study Group

Meet in a friendly round-table atmosphere to discuss current events, economics, clients, asset allocation, and other financial planning topics.
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9/14: FPA Virtual Media Training

FPA is hosting all-member virtual media training. These special quarterly trainings are open to all members and will enable you to effectively approach media relations within your own business.

9/16: 3rd Annual NexGen SoCal Summit

Enhancing the Client Experience for Today and Tomorrow: What are the best practices?
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9/26: 10th Annual Allied Professionals Summit

Register today for OCs premiere annual event which fosters collaboration among wealth management professionals.
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More Events »

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We have many opportunities for you to meet other planners and make a difference. Share your passion and experience by getting involved in our local Orange County Chapter or the national FPA.

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I am FPA of Orange County

2549-B Eastbluff Drive #220, Newport Beach, CA 92660-3500 | 877-622-3729