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Members Celebrating Anniversaries

Thursday, October 3, 2019  
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FPA DFW Members Celebrating Membership

Milestone Anniversaries in October!



Congratulations on your significant milestone with the Financial Planning Association! You are a valuable member of our association and we greatly appreciate your membership.



25 Years


James Houston, CFP® - Ameriprise Financial Services, Inc.


20 Years


Ashley Blanchette - RGT Wealth Advisors

Ricky Grunden, CFP® - Grunden Financial Advisor, Inc.


William Henn, CFP® 

Charles Jones, CLU, ChFC, RFC - C. Jones & Co.


Michael Miller, CFP® - Miller Premier Investment Planning, LLC

15 Years



David Cordell, Ph.D., CFP®, CFA, CLU - University of Texas at Dallas


Robert De Lachiica, CFP® - Wealth Management Group, LLC


Ken Painter, CFP® - Strata Wealth Advisors, LLC


Charles Stephens, CFP® - Kindred Stephens Financial Group



10 Years


David Faulkner, CFP® - Spectrum Advisors

Lacey Garcia, CFP®, CDFA™ - Lifeway Financial Corporation



5 Years



Matthew Bungo, CFP® - Charles Schwab & Co., Inc.


Oliver Matison, CFP®, CPWA, EA - Beacon Financial Group


Shad Robertson, CFP® - MassMutual Dallas/Fort Worth






more Calendar

FPA DFW Chapter Meeting

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