FPA of Austin
Austin , TX
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, an Annual Planners Conference, 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.
Scroll down for more
Upcoming Events
2020 Chapter Events
We hope you will join us at our upcoming events! We look forward to meeting again in person but, in the meantime, we are offering some great webinars over the next months that we hope you can attend.
Thursday, September 17, 2020 ~ 12:00 -1:00 pm
Topic- ESG at PIMCO; Speaker: Olivia Albrecht, Head of ESG Product Strategy, PIMCO
Monday, October 19, 2020 ~ 3:00 -5:00 pm
Topic - CFP Ethics; Speaker: Melissa Kemp
The Latest from FPA of Austin
Partnerships
Partner with FPA Austin. Learn about the ways you can support our Chapter. We welcome your involvement.
Speaker Presentations
FPA Austin speakers are happy to provide their presentations to FPA Austin. Accuracy and timeliness of the information provided cannot be guaranteed and should be verified with the original author prior to further use. Thank you.
Career Center
Post job openings, find potential candidates, search openings, post your resume. The online Career Center is a free benefit for FPA members.
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. NexGen serves to educate, promote and integrate the next generation of CFP® professionals.
Pro Bono Opportunities
Free, no strings attached, one-on-one counseling with members of underserved populations, particularly low-income individuals or families.
Women’s Initiative
Our newest program of educational networking events designed to promote gender diversity within the financial planning industry.
September 2020 Newsletter
Read It Here
Board of Directors
2020 PLATINUM PARTNERS
Balcones Advisory
First Trust Portfolios
Parrott Wealth Management
Per Stirling, LLC
2020 GOLD PARTNERS
Atchley & Associates, LLC
Collaborative Planning Group
Dimensional Fund Advisors
DPL Financial Partners
Durbin Bennett Private Wealth Management, LLC
Fleming Conway Allstate Agency
Harbor Capital Advisors, Inc.
Independent Bank Mortgage
The Palladium Group
Red Oak Compliance
Stallion Capital Management