Upcoming Events

Nov 20

November Luncheon with John Dini, CMBA, CExP

Planning Paradigms for Boomer Business Owners

REGISTER NOW

Jan 9

NAIFA DI Workshop

Disability Income Workshop - 3 Hours of CFP & Life and Health 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!

  • Amanda Duran
  • Richard Jones with Southern Wealth Management
  • Nick J. Valenti with Platinum Wealth Solutions
  • Charles Garcia, Jr. with PAX Financial Group
  • 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

 

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