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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

8/16: Quarterly Education Meeting

Join us for our August Quarterly Education Meeting. We have a great list of speakers lined up for this event!
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8/30: Advisors in Transition

Advisors in Transition addresses the needs and interests of those contemplating changes in the ownership, structure and oversight of their practices.
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9/7: FPAOC NexGen and CFAOC Young Professionals End of Summer Alliance Mixer

Join us for some end of summer fun! FPAOC NexGen is teaming up with CFAOC Young Professionals for a much-anticipated networking opportunity.
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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.
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9/16: 3rd Annual NexGen SoCal Summit

Enhancing the Client Experience for Today and Tomorrow: What are the best practices?
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2549-B Eastbluff Drive #220, Newport Beach, CA 92660-3500 | 877-622-3729