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CSUF FPA Student Chapter

CSUF FPA Student Chapter

Financial ServicesFlag of USFullerton, California, United States1-10 Employees

Company overview

HeadquartersFullerton, California, United States
NAICS52
Founded2024
Employees1-10

Key Contacts at CSUF FPA Student Chapter

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Rayan Bsiso

Director Of Professional Relations

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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.

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CSUF FPA Student Chapter revenue & valuation

Annual revenue$684,440
Revenue per employee$86,000
Estimated valuation?$2,200,000
Total fundingNo funding

Employees by Management Level

Total employees: 1-10

Seniority

Employees

Director
Entry

Funding Data

CSUF FPA Student Chapter has never raised funding before.

Frequently asked questions

CSUF FPA Student Chapter is located in Fullerton, California, US.
CSUF FPA Student Chapter was founded in 2024, making it 2 years old. The company has established itself as a significant player in its industry over this time.
CSUF FPA Student Chapter has approximately 1-10 employees. The company continues to grow its workforce to support its business operations and expansion.

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