Skip to main content
Accessibility

FPA Retreat 2023

May 1-4. Bonita Springs, Florida. Register Now!

Main Menu

Financial Planning Association
  • Menu
    • Practice Support
      • Back
      • FPA Marketplace
      • Carson Coaching
      • FPA Business Hub
      • Insurance Programs
      • Job Board
      • PlannerSearch
    • Learning
      • Back
      • Learning Center
      • Publications
        • Back
        • Journal of Financial Planning
        • Next Generation Planner
        • YAFPNW
        • Financial Services Review
        • FPA SmartBrief
        • Money Matters
        • Publications Study Groups
      • Conferences and Events
        • Back
        • Retreat
        • Gathering
        • Residency
        • Advocacy Day
        • Chapter Leaders Conference
        • Chapter Events
      • Research
      • Present and Publish
    • Advocacy
      • Back
      • Policy Center
        • Back
        • Political Action Committee
        • Advocacy Issues Fact Sheets
        • FPA Public Policy Council
        • Influence Legislation
        • Advocacy Day
      • Title Protection
      • Political Action Committee
      • Pro Bono
        • Back
        • Need Financial Planning Advice?
        • Get Involved with Pro Bono
        • Volunteer and Chapter Resources
        • Pro Bono Training
        • Pro Bono Strategic Partner (FFP)
      • Media Engagement
        • Back
        • Media Training Program
        • FPA MediaSource
        • Submit a Media Query
        • In the News
      • Leadership
        • Back
        • Committees and Task Forces
        • NexGen Elections
        • Chapter Leadership
        • Board Service
        • FPA Awards and Scholarship Programs
    • Networking
      • Back
      • Chapters
      • Conferences and Events
      • Online Communities
        • Back
        • All-Member Open Forum
        • FPA Activate
        • FPA Connect
        • Knowledge Circles
        • Membership Directory
      • NexGen
        • Back
        • About NexGen
        • NexGen Leadership
        • Gathering
        • Get Involved
      • Diversity, Equity & Inclusion
        • Back
        • DEI Committee
        • Diversity-Based Knowledge Circles
        • Diversity Scholarships
        • Diversity Tools for Chapters
    • Membership
      • Back
      • Become a Member
      • Benefits of Membership
      • Membership Categories
      • Group Membership
  • Practice Support
    • Back
    • FPA Marketplace
    • Carson Coaching
    • FPA Business Hub
    • Insurance Programs
    • Job Board
    • PlannerSearch
  • Learning
    • Back
    • Learning Center
    • Publications
      • Back
      • Journal of Financial Planning
      • Next Generation Planner
      • YAFPNW
      • Financial Services Review
      • FPA SmartBrief
      • Money Matters
      • Publications Study Groups
    • Conferences and Events
      • Back
      • Retreat
      • Gathering
      • Residency
      • Advocacy Day
      • Chapter Leaders Conference
      • Chapter Events
    • Research
    • Present and Publish
  • Advocacy
    • Back
    • Policy Center
      • Back
      • Political Action Committee
      • Advocacy Issues Fact Sheets
      • FPA Public Policy Council
      • Influence Legislation
      • Advocacy Day
    • Title Protection
    • Political Action Committee
    • Pro Bono
      • Back
      • Need Financial Planning Advice?
      • Get Involved with Pro Bono
      • Volunteer and Chapter Resources
      • Pro Bono Training
      • Pro Bono Strategic Partner (FFP)
    • Media Engagement
      • Back
      • Media Training Program
      • FPA MediaSource
      • Submit a Media Query
      • In the News
    • Leadership
      • Back
      • Committees and Task Forces
      • NexGen Elections
      • Chapter Leadership
      • Board Service
      • FPA Awards and Scholarship Programs
  • Networking
    • Back
    • Chapters
    • Conferences and Events
    • Online Communities
      • Back
      • All-Member Open Forum
      • FPA Activate
      • FPA Connect
      • Knowledge Circles
      • Membership Directory
    • NexGen
      • Back
      • About NexGen
      • NexGen Leadership
      • Gathering
      • Get Involved
    • Diversity, Equity & Inclusion
      • Back
      • DEI Committee
      • Diversity-Based Knowledge Circles
      • Diversity Scholarships
      • Diversity Tools for Chapters
  • Membership
    • Back
    • Become a Member
    • Benefits of Membership
    • Membership Categories
    • Group Membership

User account menu

  • Journal of Financial Planning
  • About
    • About FPA
    • Board of Directors
    • Staff Contacts
    • Volunteer Workgroup
    • Advisory Council
    • Governance and Bylaws
  • Sign in
  •  
FPA-RGB
Trending Membership Benefits Pro Bono Continuing Education Annual Conference
Looking for more FPA resources?
FPA Learning Center
Live Webinars and On-Demand Programs
FPA Connect
Compliance-Friendly Online Community
Sergio Garcia, CFP®, EA

Sergio Garcia, CFP®, EA

Treasurer

Frontier Investment Mgmt., Co.
Affiliated Chapter
FPA of Dallas/Fort Worth
Twitter LinkedIn Email
Advance your career with an FPA Membership. Become a member today
Home

Footer Main Menu

  • For Consumers
  • Contact
  • Press Room
  • Partner With Us
  • Membership
  • Chapters
1290 Broadway  |  Suite 1625  |  Denver, CO 80203  |  (800) 322-4237
info@onefpa.org
FPA Policies