Get Involved!

FPA of Orange County wants to advance the profession of financial planning and better the lives of those in our community. Along the way, we enjoy camaraderie with colleagues and have a lot of fun!

We welcome you to join us, whether you can give one hour a quarter or are looking to contribute on a deeper level. Below is a sampling of what is available. Please contact our Volunteer Development Chair to find out more. If you are looking for a specific need, please ask! Anytime someone can “Do 1 Thing,” it helps all of us.



The Advocacy Committee reaches out to state and federal officials to raise awareness of FPA in California and Washington, D.C., and ensures that our issues get heard. We travel annually to Sacramento and Washington, D.C. We also communicate important legislative and regulatory trends to our chapter members to help them navigate the effects on their profession or practices.

Would you like to:

  • Meet with local and state legislators to share important work of FPA
  • Talk to members at chapter events regarding issues affecting their practices
  • Work with other chapter leaders throughout the state and country to promote our mission

Find out more about advocacy through FPA of California or learn more by contacting the Advocacy Committee.


Allied Professionals

The Allied Professionals Committee creates connection between financial planning professionals in all areas, whether CFP® professional, banker, CPA, Enrolled Agent, insurance representative, attorney, or other. We promote skills necessary to collaborate in a team approach to serve mutual clients. The committee actively reaches out to allied professionals to educate them about the importance of financial planning and the role of CFP® Professionals.

Would you like to:

  • Collaborate with attorneys, CPAs, Enrolled Agents, insurance professionals, and bankers
  • Suggest speakers or topic ideas for the OC Tax and Financial Forum
  • Be involved in hosting mixers and welcoming guests

Learn more by contacting the Allied Professionals Committee.


Communications/ Public Relations

The Communications/Public Relations Committee promotes FPAOC’s activities and opportunities through advertising, publicity and social media. We reach out to members, prospective members, students, local media and more.

Would you like to:

  • Create exciting marketing strategies for chapter events
  • Engage with members of the press
  • Oversee the chapter’s social media efforts

Learn more by contacting the Communications/Public Relations Committee.


Community Outreach

The Community Outreach Committee assists individuals and families who are underserved, reaching out to those who need financial planning but may lack the means to pay a financial planning professional. We help chapter members get involved in a variety of outreach programs, from our annual Orange County Financial Planning Day to helping veterans who are adjusting to civilian life, or teaching financial education to local community groups or schools.

Would you like to:

  • Design, organize and hold rewarding events to help those in our community
  • Assist those who need financial planning but lack the means
  • Support local organizations such as scout troops, American Red Cross, Families Forward, Council on Aging in OC, transitional shelters, and schools wanting to provide financial education to their students

Learn more by contacting the Community Outreach Committee.



The Membership Committee reaches out to encourage prospective members and welcome those who have just joined, helping them get the most from their FPA membership. We connect our existing members within meaningful communities within FPAOC like NexGen, Advisors in Transition and Chapter Discussion Groups, and make longtime members feel appreciated for their continued connection.

Would you like to:

  • Greet visitors and members at Quarterly Education Meetings
  • Promote our chapter to potential members
  • Visit college classrooms to promote FPAOC
  • Welcome new members at New Member Breakfasts

Learn more by contacting the Membership Committee.



The Partners Committee works with the many corporate sponsors who make possible our FPA of Orange County activities. From recruiting new partners to celebrating long-established relationships with partners who are now also good friends, our committee gets to work with great local and national companies who support financial planning.

Would you like to:

  • Invite companies you know in the industry to share in our mission to advance financial planning
  • Interact with partners throughout the year to meet their own goals for getting involved
  • Help our partners get the most out of their involvement in our quarterly meetings and other activities

Learn more by contacting the Partners Committee.



The Programs Committee plans and manages each of our chapter’s popular Quarterly Education Meetings. We plan topics, engage speakers, secure continuing education, and oversee the logistics of these large meetings. Our planning includes working with all of the FPAOC committees. We manage curriculum development, speaker and venue acquisition, obtaining continuing education credits and coordinating meeting logistics. We want to make our meetings educational, informative and fun!

Would you like to:

  • Have an impact on the future educational content of chapter meetings
  • Enjoy the opportunity to meet and work with top speakers
  • Plan and manage the event details each quarter

Learn more by contacting the Programs Committee.


Volunteer Development

The Volunteer Development Committee grows our chapter volunteer base through personal connections and active involvement with our members. We work with committee chairs to fill needed volunteer positions, identify future leaders, and bring recognition to our volunteer base. Our goal is to foster a warm, inviting community in which everyone wants to get involved.

Would you like to:

  • Help members achieve personal and professional growth through sharing their passions
  • Give special recognition to extraordinary volunteers
  • Design social events that nurture bonds between members

Learn more by contacting the Volunteer Development Committee.