Financial Planning
Association of
San Antonio & South Texas
The premier community for financial planning professionals dedicated to raising the bar of excellence and integrity in the financial planning profession across San Antonio and South Texas.
18+
Annual
Events
110+
members
Upcoming Events
Connect, learn, and grow with industry leaders.
MAY13
FPA SATX May Happy Hour with Simplify
5:30 PMHigh Street Wine Co.302 Pearl Pkwy UNIT 104, San Antonio, San Antonio, Texas
View Event Details Premier Partners
About the Association
FPASATX is the voice of financial planning in our region. We are dedicated to supporting financial planning professionals through education, networking, and advocacy that advances both the profession and the public it serves.
Our chapter brings together CFP® professionals, allied professionals, and students committed to the highest standards of competence, ethics, and service in financial planning.
110+
Active Members
18+
Annual Events
Welcome New Members
MC
Mark Carolin
ConceptWealth
Allied Professional
DS
Dayton SchmalzriedCFP®
First Command Financial Services
CFP Professional
AM
Angela MelchorCFP®
PNC Wealth Management
CFP Professional
MT
Mourad Takawi
Aspiring Finl Plnr
DS
Daniel SeltzerCFP®, MSFP
Financial Planner · Arrow Wealth Advisors
CFP Professional
CB
Collin Bishop
Aspiring Finl Plnr
PF
Paul Figueroa
Broadway Wealth Solutions, Inc.
Allied Professional
JO
Joseph OliveCFP®
CFP Professional
SL
Susan Lee
Aspiring Finl Plnr
SD
Steven Damiani
Security Service Investment Group
Allied Professional