WELCOME

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 500 professionals whose vision is to be the voice and resource for financial planning in Orange County... Read More...

Event Highlights

8/12: August Quarterly Education Meeting

Cost:  $25 Members, $150 Non-Members, and FREE for first time visitors. Lunch and Parking are included, We anticipate offering 4.0 total hours of CE for CFP® Professionals, 4.0 hours of CPA CPE, and 1 hour CA Insurance.
Details | Register

8/18: Allied Professionals CE Breakfast

CFA Charter holders will earn .5 CE Credit Hours. Cost is free How to Use Financial-Market Signals to Make Better Investment Decisions with R. David Ranson, President & Director of Research, HCWE Inc.
Details | Register

8/29: Orange County Chapter Picnic

 Join us for our first Chapter Picnic! First 150 Members and family receive special pricing of $10 each.
Details | Register

9/10: Chapter Study Group

Join us after work for the perfect opportunity to network and grow your business! FPA of Orange County's Allied Professionals community brings together individuals in all areas of financial planning.
Details | Register

9/16: Allied Professionals Mixer

Join us after work for the perfect opportunity to network and grow your business! FPA of Orange County's Allied Professionals community brings together individuals in all areas of financial planning.
Details | Register

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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Compare salaries in the printed or digital 2010-2011 Financial Planning Salary Survey.

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Calendar of Events



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