Upcoming Events

Jan 23

January Luncheon with Frank Arnold

Tax Cuts & Job Acts from an Advisor's Perspective

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Mar 27

March Luncheon with Jim Voeller, Esq.

Abuse of the Durable Power of Attorney

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May 22

May Luncheon with Rick Roche of Little Harbor Advisors

Moments of Truth - The Achilles Heel of Modern Portfolio Theory (MPT)

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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!

  • 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 Ulrigh with Ulrich Investment Consultants
  • Megan Moore 

 

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