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

8/2: Volunteer Appreciation Harbor Cruise

FPAOC has the best volunteers, and we want to say THANK YOU! Watch your inbox or contact your committee chair for more details. Dont miss out!

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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9/14: 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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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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Browse job postings and find resources to help you succeed at all stages of your career and practice.

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I am FPA of Orange County

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