Upcoming Events

May 22

May Luncheon with Rick Roche of Little Harbor Advisors

AI and Machine Learning in Investment Management

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Jul 24

July Luncheon with Oscar Garcia

How Important are Break Even Points to the Social Security Decision?

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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!

  • Eddie Kramer with Abacus Planning Group
  • Jeff Woodcock with RBFCU Investments Group
  • John Locke
  • Stephanie Bailey
  • Claude Villarreal with USAA
  • 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

 

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