Welcome to FPAOC’s Allied Professionals

We believe that bringing together individuals involved in all areas financial planning in a team approach greatly benefits the clients of all. We strive to achieve this through educational events, networking and other collaborative efforts. FPA of Orange County actively reaches out to allied professional groups throughout Southern California, and we welcome you to join us. Contact alliedprofessionals@fpaoc.org for more information.


Upcoming Allied Professionals Events

2019 Orange County Tax and Financial Forum


8:00 am - 5:00 pm
Location: The Pacific Club, Newport Beach
4110 MacArthur Blvd
Newport Beach, CA  92660

You are invited to the second annual Orange County Tax and Financial Forum, joining individuals in all areas of financial planning with top national tax and financial experts to grow business and successfully meet the needs of an expanding client base. Reserve your spot now!

Cost: FPA Members $50, Non-Members $70, Walk-Up $95
Lunch and Parking are included.
We anticipate offering CFP® CE, CPA CPE, and MCLE.
RSVP: By Wednesday, October 11, 2019

Allied Professionals Fall Fling Mixer


5:30 pm - 7:30 pm
Location: Il Fornaio
18051 Von Karman Avenue
Irvine, CA  92612

Join us for FPA of Orange County’s Allied Professionals Fall Fling Mixer at Il Fornaio, in Irvine. Invite your colleagues, friends, and significant others to be a part of this fun evening too!

Cost is $20 and includes complimentary first drink and appetizers, plus complimentary valet parking. Cost at the door is $25/person.

Thank you to Dorsey & Whitney for their sponsorship of the 2019 FPA of Orange County Allied Professionals Mixers!