FPA of Dallas/Fort Worth is Your Partner in PlanningTM

As a CERTIFIED FINANCIAL PLANNERTM professional, FPA of Dallas/Fort Worth (DFW) is your partner in planning by helping you realize your vision of success with practice support, learning, advocacy, and networking.

Whether you are just starting out or operating an established practice, FPA DFW provides the support you want and need and an impactful voice that drives our profession throughout the community. By providing unmatched networking with a vibrant community of planners will keep you connected and energized. 

The Latest from FPA DFW

Upcoming Events

Visit our online calendar. We look forward to seeing you at one of our upcoming events.
Click here to view the online calendar

2025 FPA DFW Conference

Join us February 13, 2025 at the Irving Convention Center for the largest financial planning conference in North Texas.
Learn More
FPA Partnerships

2025 Partnership Opportunities

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

Career Center

Post job openings, find potential candidates, search openings. The online Career Center is a free benefit for FPA members.
CLICK HERE for more information

FPA DFW Newsletter

Keep up with the latest news from FPA DFW.
Check out the latest publication

Letter from the FPA DFW President

Letter from the 2024 FPA DFW President, Dallas McKee, CFP®, CDFA®
CLICK HERE to access the letter from the President

Member Benefits

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

Speaker Presentations

Speaker handouts and presentations
CLICK HERE to access speaker presentations

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

Pro Bono Opportunities

Services we provide include one-on-one financial counseling and planning, seminars and workshops. Topics include budgeting, financial literacy, insurance, savings, and debt management.
CLICK HERE to learn more about FPA DFW's Pro Bono Opportunities

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 2024 Board of Directors.
CLICK HERE for a list of Board of Directors Roles & Responsibilities

Scholarships

Learn more & apply for our Annual CFP Exam Scholarships
CLICK HERE

Suggest a Speaker

If you have a speaker whom the programs committee should consider, please submit via the online form.
Click here to submit
Media

Members In the Media

Have you been featured in an article or interview? Let us know!
CLICK HERE to view articles that have featured FPA DFW members

Advocacy

Are you passionate about the future of financial planning? Join your fellow members working hard to affect legislation that impacts the profession you care about.
Learn More

2025 DIAMOND PARTNER

Click on the logo to view the Partners website
Spenser Sydow spenser_sydow@avantisinvestors.com

2025 PLATINUM PARTNERS

Click on the logo to view the Partners website
Steve Smith steve.smith@avantax.com
Michael Varga mvarga@ftportfolios.com
Jerry Auippa jauippa@longbridge-financial.com
Tracy Ready tready@rcpinvestments.com
Emily Frazier emily@investspectrum.com
Sean Walker, CIMA® sean.walker@texascapital.com
Nate Haynes nhaynes@vcm.com I Darren White dwhite@vcm.com
Steven Ryder sryder@truenorthnetworks.com

2025 GOLD PARTNERS

Click on the logo to view the Partners website
Gary W. Garcia, CAP gwgarcia@dallasfoundation.org & Kevin Betancourt, CAP kbetancourt@dallasfoundation.org
Catherine Nettles catherine.nettles@guggenheiminvestments.com
Mark Doremus mark.doremus@hines.com
James Marks james.marks@hubprivateclient.com
Richard Clark rclark@jenseninvestment.com I Cole Ebel cebel@jenseninvestment.com

2025 SILVER PARTNERS

Click on the logo to view the Partners website
Rick Grant rick.grant@allianzlife.com
Jeff Yeager jeff.yeager@schwab.com
Elspeth Nelson enelson@cftexas.org
Kyle Thompson kyle.thompson@dimensional.com
Mark Patsy, CIMA® mark.patsy@federatedhermes.com
Tom Fougerousse thomas@jmbullion.com
Joe Metheney joe.metheney@macquarie.com
CJ Sillman csillman@sfgmembers.com
Cameron Hall cameron.hall@parnassus.com
James Beilstein beilstein.james@principal.com
Steve Benjamin spb@sitinvest.com & Conner Murnighan fcm@sitinvest.com
Mandy Caulkins mcaulkins@smu.edu
Katelyn Booth katelyn.booth@ttu.edu
Cliff Layfield, CIC, ARM cliff.layfield@usi.com