


CSUF FPA Student Chapter
Financial Services • Fullerton, California, United States • 1-10 Employees
Company overview
| Headquarters | Fullerton, California, United States |
| NAICS | 52 |
| Founded | 2024 |
| Employees | 1-10 |
Key Contacts at CSUF FPA Student Chapter
Rayan Bsiso
Director Of Professional Relations
Leonardo Ortega
Csuf Fpa Student Chapter Director Of Membership
About CSUF FPA Student Chapter
About Us The Financial Planning Association Student Chapter at California State University, Fullerton empowers the next generation of ethical, client-centered financial planners through education, mentorship, and professional development. As a fast-growing student chapter in a strong professional community, we serve as a bridge between academic excellence and real-world experiences. Our Mission We cultivate future financial planning professionals by fostering technical mastery, emotional intelligence, and collaborative leadership. Through hands-on workshops, speaker panels, and networking events, we prepare students to thrive in comprehensive financial planning careers across diverse client segments. What We Do - Host expert-led sessions on industry trends & culture, planning domains, and professional pathways - Connect students with mentors, internships, and scholarship opportunities through our FPA Orange County and national networks - Support SIE, Series 66, and CFP® exam readiness and career exploration through peer study and resource sharing - Promote ethical standards, regulatory awareness, and client-first values in all aspects of financial planning - Build community through socials, leadership development, and cross-campus collaboration Who We Serve Top-quality students, aspiring CFP® candidates, and emerging professionals seeking to make a meaningful difference in clients’ lives through transparent, values-driven financial advice.
CSUF FPA Student Chapter revenue & valuation
| Annual revenue | $684,440 |
| Revenue per employee | $86,000 |
| Estimated valuation?This valuation is estimated based on industry average for the Financial Services industry and current estimated revenues | $2,200,000 |
| Total funding | No funding |
Employees by Management Level
Total employees: 1-10
Seniority
Employees
Funding Data
CSUF FPA Student Chapter has never raised funding before.
Frequently asked questions
4.8
40,000 users



