Upcoming Events

Jul 9

VIRTUAL HAPPY HOUR PLUS a Special Guest Bartender from The Modernist Bar

Learn new mixology skills to get through the pandemic!

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Jul 22

July 2020 Virtual Luncheon w/CE - Model Behavior: Hidden Risks...

What Hidden Risks are Undermining Portfolio Performance?

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Sep 1

NOTICE of Meeting Cancellations

All 'LIVE' events are suspended until further notice. Please check back for future dates.


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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!

  • Noah Fielding of UIW
  • Ryan Aaron Castro of UIW
  • Corey Michael Mowen of UIW
  • David Webb with Atlas Retirement Strategies
  • Elaina Broughman
  • Greg Petz
  • Raoul Celerier of Austin Private Wealth
  • Alfredo La Rosa with Intercontinental Wealth Advisors
  • Sergio Jimenez-Gudino of Atlas Retirement Strategies
  • Darby Ivins of Martin Capital Advisors
  • Anibal Martinez Rodriguez
  • Chris Holden with Imperium Wealth Management
  • Laura Jean Roetzel with USAA
  • Karen Coldwell with USAA

 

From the Foundation for Financial Planning:

The coronavirus pandemic is affecting all Americans and the U.S. economy. In this fluid and rapidly developing environment, there’s a strong need for credible, accurate information delivered in a timely manner. FFP is committed to providing pro bono financial planners, their clients, our grantees and partners with necessary tools and resources to help navigate the crisis as it relates to personal finance and pro bono financial planning.

We have developed this downloadable Financial Resource Guide to provide pro bono advisors and clients with a comprehensive, yet concise, overview of the stimulus package provisions related to unemployment insurance, rent/mortgage, retirement accounts, taxes, and much more.

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