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

Mission Statement

Chapter Happenings



Friday, May 19       Quarterly Educational Meetingalt

8:00 AM to Noon   Los Robles Greens, Thousand Oaks
Presenter 1:  Chris Hamilton, CPA, CFE, CVA
Topic:  Prisoner #61727-054: Fraud and the Financial Advisor
Presenter 2:  David Bergman, CFP®, CLU, ChFC
Topic: 2 Hour Ethics for Financial Planners

 Early Bird Prices:   $45 member    $65 nonmember
After Apr 30th   $50 member    $70 nonmember                  View Meeting Flyer


Friday, Aug 18       Quarterly Educational Meetingalt

 8:00 AM to Noon   Location TBD
Presenter 1:  Andrew Fischer
Topic:  Cross Border Planning
Presenter 2:  TBD
Topic: TBD


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


 Click below for more details on Chapter Quarterly Meetings?

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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