Upcoming Events

Mar 14

CFP Board 'Code of Ethics and Standards of Conduct' San Antonio Roadshow

The New CFP® Standards Are Coming. Will You Be Ready?

Mar 27

March Luncheon with Jim Voeller, Esq.

Estate Planning For Control Freaks

REGISTER NOW

Mar 29

CFA Texas Investor Summit

“Trumping the Markets”

May 7

FPA 2019 Financial Planning Symposium

Up To 6.5 Hours of CFP CE!!

Welcome to 

FPA of San Antonio & South Texas

The mission of FPA of San Antonio & South Texas is to champion excellence and high ethics in the practice of financial planning and the delivery of financial advice,  to facilitate interaction with allied personal finance professionals, and to promote the value of the CFP® mark as the cornerstone of the financial planning process.


 

Welcome Our New Members!

  • P. Jordan Smith with MML Investors Services
  • Thomas Dunn with ClearPoint Advisors
  • Marshall Nau with Nau Capital
  • James Enriquez with Ameriprise
  • Jerry Muldowney with Ameriprise
  • John Wilson with Pecan Wealth
  • Josue Atilano with Santikos Entertainment
  • Grant Lucas 
  • Keith Moore with Edward Jones
  • Jeremiah Pizana with Liberty Crown Financial
  • Gerald Evan with Ulrich Investment Consultants
  • John Ulrich with Ulrich Investment Consultants
  • Megan Moore 

 

Gold Sponsors



Silver Sponsors




Bronze Sponsors