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

The Financial Planning Association of Austin is the premier community of financial planners in the central Texas area, that fosters the value of financial planning along with advancing the practice and profession of financial planning.

Our chapter has over 225 members and we are your Partner in Planning by helping you realize your vision of success with Practice support, Learning, Advocacy and Networking (PLAN).  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. Scroll down to learn more.

We would love to welcome you to our chapter! Feel free to reach out to us if you have any questions.

 

The Latest from FPA of Austin

Career Development

Click below to learn more about Virtual Career Week February 26 - March 1
CLICK HERE
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

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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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

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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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
Austin Career Center pic

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 for more information
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FPA Advocacy

As your partner in planning, FPA can position you as a leader and impactful advocate for financial planning among lawmakers, consumers, and journalists.
CLICK HERE for more information about Advocacy

FPA Board of Directors

We welcome members to get involved on our Board as a Board Director or on a committee. Scroll down for a list of our 2022 Board of Directors.
CLICK HERE for a list of Board of Directors Roles & Responsibilities

Past Topics and Speakers

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

Keep up with the latest news from FPA Austin
Check out the latest publication

Suggest a Speaker - Coming Soon

If you have a speaker whom the programs committee should consider or are a speaker that would like to be considered for our programs, please click here.
Click here to submit

2024 DIAMOND PARTNER

Click on the logo to view the Partners website
Robert Phipps rphipps@perstirling.com

2024 PLATINUM PARTNERS

Click on the logo to view the Partners website
Mario Davila Mario_Davila@americancentury.com Daniel Sharplin Daniel_Sharplin@AvantisInvestors.com
Scott Dawson sdawson@ftadvisors.com
Sean Walker Sean.Walker@texascapital.com
Brad Wiewel Brad@TexasTrustLaw.com

2024 GOLD PARTNERS

Click on the logo to view the Partners website
Phil Seibel phil@abenefitsolutions.com
Marc Nichols mnichols@acminc.com
Jay Mezera jmezera@atchleycpas.com
Ted Norcross tnorcross@caisgroup.com
Julie Latson jlatson@carefor.com
Kelly Conway kellyconway@allstate.com
Mindy Broderick Mindy.Broderick@dimensional.com
Paula White pwhite@gofouroaks.com
Mark Doremus Mark.Doremus@hines.com
Kris Hicks Kris.Hicks@janushenderson.com
Jeremy Jungbauer jeremy@parkplaceus.com
Don Hauk dhauk@1fsb.bank
Michelle Feibus yourmedicareoptions@gmail.com
Dshanya Reese DReese@WatkinsInsuranceGroup.com