FPA of Ventura County
Serving Los Angeles, Santa Barbara, San Luis Obispo and Ventura Counties

Mission Statement

Chapter Happenings



Sat., Oct 22       So. Cal NEXGEN  Summitalt
10:00 AM           Irvine Community Center  
to 5:00 PM         15 Sweet Shade
                          Irvine, CA 92606

For more info. or to purchase ticketsClick Here

Friday, Nov 18       Quarterly Educational Meetingalt
8:00 AM to Noon    Spanish Hills Country Club, Camarillo
Presenter 1:  Paul Norr, CFP®
Topic:  Mindfulness for Financial Planners
Presenter 2:  Ashish Shrestha
Topic: Retirement Readiness: Income as the Outcome

 Early Bird Prices:   $45 member    $65 nonmember
After Oct 31st:    $50 member    $70 nonmember                     View Meeting Flyer

 Click below for more details on Chapter Quarterly Meetings?

Click Here




Invitation from SEI - Earn 2 CE Credits

SEI is extending an invitation to Chapter members to attend their upcoming 2016 SEI Advisor Discovery Forum on NOVEMBER 9th at the Courtyard Marriott Los Angeles in Culver City. Enhance the success of your firm and learn how to take your business to the next level. To learn more about this opportunity and/or to register Click Here  Space is limited, RSVP as soon as possible!

Internship Program

The MBA in Financial Planning at California Lutheran University (CLU) is setting up an Internship Program for career changers in our area. While CLU can give them the technical skills to be good planners and pass the CFP, only you can help them learn those practical skills that they will need to be great planners.

The Internship Program will be run through the FPA Ventura County and will be administered by Mark Edwards, MBA. The Internship Agreement (based on the FPA endorsed format) can be download by clicking on the link below. If you have any questions or are interested in exploring this opportunity please contact Mark Edwards.

alt Internship Agreement


DOL Fiduciary Rule - Article Resources

We have put together a listing of articles, webinars and other information on the new DOL Fiduciary Rule to provide you with as many resources as possible on this important new rule.

DOL New Fiduciary Rule


  Find a Financial Planner or Certified Financial Planner (CFP®) in your area

For any questions please contact

P.O. Box 188, Camarillo, CA 93011