Scroll down to learn more about FPA Austin's Events, Programs, Board and Partners.

The Financial Planning Association of Austin is the premier community of financial planners in the central Texas area and serves as the leading financial planning resource for the public and media.

Our mission is to foster and support the value of the financial planning process and its ethical practice through professional growth, networking, education and mentoring. Each year FPA of Austin holds several lunch educational meetings, NexGen events for new financial advisors, Women's Initiative events, offers CFP Ethics, and hosts a Career Day.

With over 200 members, FPA of Austin serves the financial planning professionals for the central Texas area. We would love to welcome you to our chapter! Feel free to reach out to us if you have any questions.

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CLICK HERE for FPA Austin 2021 Chapter Events

The Latest from FPA of Austin

FPA Partnerships

Partnerships

Partner with FPA Austin. Learn about the ways you can support our Chapter. We welcome your involvement.
CLICK HERE to learn more about partnering with us

Career Day 2021

Career Day is October 1, 2021. We look forward to connecting candidates and employers! SIGN UP IS OPEN!
CLICK HERE for more information and registration
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NexGen

NexGen is a nation‐wide community within the FPA Association with the goal of elevating the profession that transform lives through the power of financial planning.
CLICK HERE for information about our NexGen Program

Speaker Presentations

FPA Austin speakers are happy to provide their presentation and contact info.
CLICK HERE for past Speaker Presentations
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Career Center

Post job openings, find potential candidates, search openings, post your resume. The online Career Center is a free benefit for FPA members.
CLICK HERE to learn more about the FPA Austin Career Center

Member Benefits

Click below for specific links to the FPA Nationals site that we think would be beneficial to you as a member.
CLICK HERE to take advantage of FPA membership benefits
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Pro Bono Opportunities

Free, no strings attached, one-on-one counseling with members of underserved populations, particularly low-income individuals or families.
CLICK HERE to learn more about FPA Austin Pro Bono Opportunities

Women’s Initiative

Our newest program of educational networking events designed to promote gender diversity within the financial planning industry.
CLICK HERE to learn more
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FPA Austin News

Keep up with the latest news from FPA Austin
Read the August 2021 Newsletter Here

Board of Directors

2021 PLATINUM PARTNERS

Mario Davila Mario_Davila@americancentury.com Adam Scheve adam_scheve@avantisinvestors.com
Scott Dawson sdawson@ftadvisors.com
Chad Nulty chad.nulty@the palladiumgrp.com
Bill Parrott, CFP® bill@parrottwealth.com
Robert Phipps rphipps@perstirling.com

2021 GOLD PARTNERS

Jay Mezera jmezera@atchleycpas.com
Phil Seibel Phil@collaborativeplanninggroup.com
Margaret Casey margaretcasey@ durbinbennettwealth.com
Melissa Fleming, CFP flemingconway@allstate.com & Kelly Conway conwayfleming@allstate.com
Stephen Evangelista Stephen.Evangelista@harborfunds.com
Hines - Mark Doremus Mark.Doremus@hines.com
Mike Schmuelgen mschmuelgen@ibtx.com
Cathy Vasilev cvasilev@redoakcompliance.com
Jeremy Jungbauer Jeremy@stallioncap.com
Mark Austin, maustin@westlakesecurities.com