Financial Planning Association of Houston

Financial Planning Association of Houston The Financial Planning Association of Houston is an 500+ member organization focused on advancing the use of financial planning.

The Financial Planning Association of Houston champions the value of the financial planning process and advances the financial

On behalf of our chapter we would really like to thank our Corporate Partners. Your support means so much to us and we c...
09/25/2025

On behalf of our chapter we would really like to thank our Corporate Partners. Your support means so much to us and we could not do what we do without you. Thank you!

09/24/2025

Thank you to everyone that joined us yesterday at our 2025 Symposium. We could not be more thankful of the Education committee, speakers, our emcee, videographer, DJ, National Board representatives and of course our sponsors! This would not have been possible without you.

We look forward to seeing familiar faces and welcoming new ones next year!

Closing out our Annual Symposium will be none other than Carl Richards, CFP. Carl Richards is a keynote speaker, author...
09/17/2025

Closing out our Annual Symposium will be none other than Carl Richards, CFP. Carl Richards is a keynote speaker, author, and visual artist who helps people talk about money in a radically human way.

For over a decade, Carl was the creator of the Sketch Guy column in The New York Times, where his hand-drawn sketches made financial complexity surprisingly simple—and deeply emotional. His work has been featured everywhere from NPR and Morningstar to Harvard Business Review, and his sketches have been shared millions of times and used by financial professionals around the world.

We are excited to have him present Your Money: Reimagining Wealth Through Simple Sketches – Advisor Edition. You won’t want to miss this, register today to secure your spot.

https://www.financialplanningassociation.org/event/2025-fpa-houston-symposium

Our Symposium Speaker Spotlight continues with Matt Reiner, CFA®, CFP®. His session explores how today’s financial advis...
09/11/2025

Our Symposium Speaker Spotlight continues with Matt Reiner, CFA®, CFP®. His session explores how today’s financial advisors can stay relevant and thrive in the face of accelerating industry change. Drawing on both behavioral psychology and real-world practice management, Matt outlines practical strategies to boost efficiency and client experience through the thoughtful integration of AI and
automation.

Join us on September 23rd and register today!
https://www.financialplanningassociation.org/event/2025-fpa-houston-symposium

Today's Symposium Speaker Spotlight is on Brendan Frazier, Chief Behavioral Officer at RFG Advisory and host of the podc...
09/08/2025

Today's Symposium Speaker Spotlight is on Brendan Frazier, Chief Behavioral Officer at RFG Advisory and host of the podcast 'The Human Side of Money'.

In an industry overflowing with technical knowledge, Brendan helps Financial Advisors and their clients master the human side of money. From emotions, to behavior, to psychology, and everything in-between. Join us on September 23rd to hear his presentation "Mastering the Human Side of Advice".

Register today! https://www.financialplanningassociation.org/event/2025-fpa-houston-symposium

Our next Symposium Speaker Spotlight is on Cozy Wittman, Education and Partnerships Lead at College Inside Track. Cozy's...
08/29/2025

Our next Symposium Speaker Spotlight is on Cozy Wittman, Education and Partnerships Lead at College Inside Track. Cozy's presentation "4 Strategies for a Smarter College Search" will allow you to gain new strategies for advising families based on recent college financial update and understand why and how admission policies changed.

Register today: https://www.financialplanningassociation.org/event/2025-fpa-houston-symposium

We are excited to welcome Steven Jarvis, CPA to this year's symposium line-up! Steven's presentation "All Things Roth" w...
08/27/2025

We are excited to welcome Steven Jarvis, CPA to this year's symposium line-up! Steven's presentation "All Things Roth" will provide a better understanding of the real math on IRMAA and Roth conversions as well as the reporting and potential pitfalls. Register today and reserve your spot!

Register today: https://www.financialplanningassociation.org/event/2025-fpa-houston-symposium

Our next Symposium Speaker Spotlight is Christopher Manske, CFP®. Come listen to his presentation “Advice: Advisor to Ad...
08/25/2025

Our next Symposium Speaker Spotlight is Christopher Manske, CFP®. Come listen to his presentation “Advice: Advisor to Advisor” and get a real “behind the scenes” pull-back-the-curtain kind of discussion as he describes with great vulnerability and transparency his lessons learned. With practical handouts on each topic and a package of motivational essays, this is a not to be missed session!

Register today! https://www.financialplanningassociation.org/event/2025-fpa-houston-symposium

Group discounts are available, email [email protected] for more information.

We are excited to begin our 2025 Symposium with an exceptional keynote presentation by Sam Donaldson, J.D., LL.M., A.E.P...
08/22/2025

We are excited to begin our 2025 Symposium with an exceptional keynote presentation by Sam Donaldson, J.D., LL.M., A.E.P. His presentation "Federal Tax Update" will offer an engaging recap of significant developments in federal tax laws over the past year.

Sam will also present "Contemporary Estate Planning Paradigms for Married Couples" during one of our breakout sessions. This session presents separate planning templates suitable for couples with small, medium, and large estates.

We hope you can join us on Tuesday, September 23rd at the Junior League of Houston.

Register today!https://www.financialplanningassociation.org/event/2025-fpa-houston-symposium

Group tickets are available, email [email protected] for more information!

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Houston, TX

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(713) 518-1785

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Who We Are

The Financial Planning Association of Houston is an 500+ member organization focused on advancing the use of financial planning. The Financial Planning Association of Houston champions the value of the financial planning process and advances the financial planning profession with the CFP® mark as its cornerstone.