About FPA Far West Roundup

The Far West Roundup is an informal retreat for financial planning practitioners and those intending to enter the financial planning profession. It is usually held on the campus of UC Santa Cruz.

This is an informal learning environment. The Roundup is also unusual in that there are no sponsors. Most of our speakers are fellow planners or professionals in related fields who have been recommended to us by past attendees.

Past Conferences Photo Gallery

Check out photos from our past Roundup conferences. Photos by Ethan Pepper.