Our Chapter

The mission of the FPA of San Antonio & South Texas is to promote the value of financial planning in the community, advance the practice of the profession with excellence, and act as the cornerstone of endorsement to the profession with the highest ethical standards.

As the local chapter of the Financial Planning Association® (FPA®), we seek to support the professional growth of our members and help the public understand the important role financial planners play in the lives of their clients.

Core Values

At FPA, our four core values represent who we are. They describe our intended state of being. They are so integral to our being that we would not abandon them even if we were penalized for holding them. We want to attract as members those who share our values.

Competence: Our dedication to competence requires not only lifelong learning, but also that we continually assess our ability to appropriately and effectively address the needs of those we serve.

Integrity: We strive to have ever more congruence between our words and deeds, and to deliver genuine value to those whom we serve.

Relationships: We are committed to open, inclusive and respectful relationships, including collaboration among diverse parties on common interests.

Stewardship: We recognize our responsibility to act with vision, ever mindful of the effects of our actions today and tomorrow on the future.


Our Business Objectives describe actions we will take to achieve our Primary Aim. We seek to accomplish this through strong and active leadership in partnership with FPA’s community of chapters.

  • Unify the voice, focus and resources of the financial planning community, bringing together those who champion the financial planning process.

  • Facilitate the success of our members and grow the organization.

  • Cultivate the body of knowledge of personal financial planning.

  • Advance awareness of the characteristics of professional financial planners and support the standards of the CFP® certification in order to serve the public.

  • Define and effectively communicate a common understanding of the discipline of personal financial planning and the benefits of its use.


Our membership consists of all those who support the financial planning process.  FPA's individual members include CFP® practitioners, accountants, attorneys, bankers, charitable giving specialists, insurance agents, money managers, investment consultants, broker-dealer and corporate executives. FPA institutional membership connects firms that support the financial planning process to the financial planning community.


As part of FPA of San Antonio & South Texas, you will have an opportunity to connect with colleagues and build new business relationships through peer networking, attend local continuing education opportunities, and stay informed on legislative and regulatory issues that affect our industry.

Join us at one of our Upcoming Events to learn more.

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