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For FPA Members
 
 

2014 CORPORATE SPONSORS

The FPA of San Antonio & South Texas board of directors wishes to thank our Corporate Sponsors for their invaluable support of the San Antonio & South Texas Chapter.

The Financial Planning Association of San Antonio & South Texas members are supported by a number of exceptional sponsors who help offset the cost of delivering benefits. These sponsors are helping to lead FPA's message of building the community of the financial planning profession, with their commitment to the association, its mission and its members.

Your support of the San Antonio & South Texas Chapter of the FPA has many benefits. We invite you to see what a Corporate Partnership can do for your business.

2014 Corporate Sponsor Benefits


Birdie Sanchez

Sponsorship Director
Chapter Executive Director

2013 SPONSORS:

PLATINUM SPONSOR

                      Frost Investment Advisors                 

Margaret Velasquez
Frost Investment Advisors, LLC

P.O. Box 2509
San Antonio, Texas 78299-2509
210.220.4058



GOLD SPONSORS

Rice University Logo    
Carroll Scherer
Rice University - MS550
P.O. Box 1892
Houston, Texas 77251-1892
713.348.6106
   

Kevin Oliver
U.S. Global Investors
7900 Callaghan Road
San Antonio, Texas 78229
210.308.1238



SILVER SPONSORS

             i*financial logo          
   

Kevin P. Moore, CFP®
i*financial
1901 NW Military Hwy., Ste. 222
San Antonio, Texas 78213
210.342.4346

   



BRONZE SPONSORS

Pension Strategies CFA Logo 2013

Mallory Young
Pension Strategies

7557 Rambler Road, Ste. 624
Dallas, Texas 75231
214.221.9800 ext. 334

Kelly Colotla, CFA
CFA Society San Antonio
100 W. Houston
San Antonio, Texas 78205
210.856.8155

 


American Century Investments  
Jennifer Barron
American Century Investments
4500 Main Street
Kansas City, Missouri 64111
888.565.3015
Danny Niño, CFP®
SWBC Wealth Management
9311 San Pedro, Suite 600
San Antonio, Texas 78216
210.581.1658
 
Security Benefit Logo

Michael K. Reidy, VP
National Sales Manager

Security Benefit
A Guggenheim Partners Co.
40 E. 52nd Street, 16th Floor
New York, New York 10022
917.386.0389
877.700.6847




FOLDER/NOTEPAD SPONSOR

Dr. Alicia Rodriguez de Rubio
Financial Planning Program Director
HEB School of Business and Administration
University of the Incarnate Word
4301 Broadway St., CPO 474
San Antonio, Texas 78209
210.930.8767

 

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