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DFW Community Resource Guide


Consumers/Media

About the Profession

Financial planning is the process of wisely managing one’s finances to achieve certain goals and dreams, while at the same time helping negotiate the financial barriers that inevitably arise in every stage of life. The financial planning profession exists to help people make those financial decisions and achieve their life goals.

CONSUMERS - How a Financial Planner Can Help You
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FPA DFW Planners In the Media

If you are a FPA member who has recently be recognized in the media/news please let us know. Send a hyperlink to the article (preferred method), or a PDF of the article via email to Melisa Hall at execdir@fpadfw.org and we will gladly add it to this section of the website. This is a free benefit to FPA members and a great way to be recognized by the chapter and your fellow FPA members.

 

 

 

 

Members of the Financial Planning Association® (FPA®) have been committed to supporting underserved communities by providing access to financial planning services on a pro bono basis. This commitment has been a hallmark of the association since the turn of the century with the 9/11 tragedy and continues to this day -- with the realities of COVID-19 (the coronavirus) -- through the hard work and passion of our members and chapters across the country.

 

To support underserved* individuals who are going to be most impacted financially by COVID-19 and the economic turmoil it is causing, many FPA members are providing short-term, no-strings-attached financial planning guidance to those who need it. In the coming days, we will update this page with links to chapters as well as their local community partners of which their respective Pro Bono team serves. In addition to the individuals listed below, underserved individuals will have a resource within the local FPA chapters and should reach out to the community organization to gain access to additional pro bono volunteers.

 

The FPA members listed are CERTIFIED FINANCIAL PLANNERTM professionals READ MORE / ACCESS LIST



 

2020

 

 

 

 

 

 

 





2019

 

 

 

 

 


  




2018

 

 

 

 

 

 

  • Congratulations to FPA member firms, Tolleson Wealth Management and True North Advisors for being named by #Investmentnews as one of the top places to work in 2018.  https://bit.ly/2H9lfKZ 

 

 

 

 

 


 

2017 

 

 

 

       

 

  • The following articles are part of a series of stories ahead of the October 5, 2017 financial planning hotline organized by the Dallas Morning News and the Financial Planning Association of Dallas/Fort Worth.  This year we partnered with KXAS-TV (NBC 5) and its sister station, Telemundo 39, and our Spanish-language newspaper, Al Dia.

 

 

 

 

 

 

 

     

     

     

     

     

     

     

     

     



     

    more Calendar

    1/1/2020 » 4/30/2020
    2020 FPA DFW Season Ticket

    3/31/2020
    FPA DFW OPENING DAY BALLPARK EVENT AT THE NEW GLOBE LIFE FIELD

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