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

10/22: 2nd Annual NexGen SoCal Summit

Financial Planning for Millennials (The Who’s, How’s, What’s and Why’s) Presenters: Alan Moore and a panel of local planners
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11/3: WiFi: Women in Finance Mixer

Join us as continue to build our new focus in FPAOC to bring together women from every sector of the financial world to highlight the unique contributions women bring to financial planning.
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11/9: Advisors in Transition Meeting

Join us for New Challenges in Succession Planning for Financial Planners as we discuss the unique characteristics of financial planning practices.
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11/:16 November Quarterly Education Meeting

Join us for the Novembers Quarterly Education Meeting. Cost: $25 Members, $150 Non-Members, and FREE for first time visitors Lunch and parking are included.
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12/29: 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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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