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.
MAY20
FPA SATX May Lunch & Learn with Texas Capital
11:30 AMSILO Elevated Cuisine - 1604434 N Loop 1604 W, Building 1, Suite 1106, 434 N Loop 1604 W BLDG 1,1106, 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
BR
Ben Ruiz
Frost Bank
LP
Lee PrzybylaCFP®
Sendero
BC
Benjamin ClarkCFP®
Cornermen Financial
JC
Jacob CampbellCFP®
PAX Financial
CS
Contesta Smith
JC
Jeff CruzCLA, CDLP
Guild Mortgage
JC
Jennifer ChampbersCFP®
MV
Mikel Van CleveCFP®, FPS®, CEBS
Van Cleve Consulting
CP
Christopher PowersCFP®
Merit Financial Advisors
SE
Summer Ellison
HUB Private Client
MC
Mark Carolin
Concept Wealth
DS
Dayton SchmalzriedCFP®
First Command Financial Services
AM
Angela MelchorCFP®
PNC Wealth Management
MT
Mourad Takawi