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

Event Highlights

8/24: August 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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8/31 NexGen Technology Panel

Join us for a lively tech discussion and learn how others are leveraging it for career success.
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9/8: 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: New Member Breakfast

Get the most out of your FPA membership! Join us for a free breakfast, learn more about our active chapter, and meet some of our great leaders.
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9/14: Advisors in Transition Meeting

Join us for Solo to Ensemble, Sandra Field's 30-year journey from wirehouse broer to independent ensemble practice.
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9/23: 9th Annual Allied Professionals Summit

The Allied Professionals Summit is the FPA Orange County’s premier annual event designed to promote networking and collaboration among financial planning professionals of all disciplines.
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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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Calendar of Events



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