Platinum Chapter Partners

FPA of Greater Phoenix gratefully acknowledges the contributions of this year's Chapter Partners. We appreciate their services to the Chapter as well as to the planners who use their services and products. These partners help us. Please support them when possible!

If you are interested in learning more about the partnership opportunities available with the FPA of Greater Phoenix Chapter, feel free to email

Charles Schwab Advisor Services

Richard Kerr


A leading provider of custodial, operational, and trading support for independent fee-based investment advisors.

Cole Real Estate Investments

Mike Bacon


Since 1979, CREI is one of the most active acquirers of core real estate assets, managing one of the country's largest portfolios of retail properties.


VIP Mortgage, Inc.

VIP Mortgage Logo

Tim Nelson


Specializing in reverse mortgages - offering integrity, value and exceptional customer service.


Walton International Group

D.J. Kendzior, Vice President


An industry leader in the purchase and management of predevelopment land in growth markets with a proven track record.


To view our Gold Partners, please click here.

To view our Silver Partners, please click here.