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

9/23: 9th Annual Allied Professionals Summit

The Allied Professionals Summit is the FPA Orange Countys premier annual event designed to promote networking and collaboration among financial planning professionals of all disciplines.
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9/28: NexGen End of Summer Mixer

Join NexGen to say goodbye to summer and meet new contacts for fall at trendy Aqua Lounge. Cost: $15 and includes a drink, appetizers, and complimentary valet parking.
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9/29: 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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10/13: Chapter Study Group

Meet in a friendly round-table atmosphere to discuss current events, economics, clients, asset allocation, and other financial planning topics. We also share practice management ideas, marketing, and other topics pertaining to our businesses.
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10/22: 2nd Annual NexGen SoCal Summit

Join us for Financial Planning for Millennials (The Whos, Hows, Whats and Whys), pesented by Alan Moore and a panel of local planners. Lunch and Hosted Happy Hour.
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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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2549-B Eastbluff Drive #220, Newport Beach, CA 92660-3500 | 877-622-3729