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The Financial Planning Association of Houston 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.

 

QuickFACTS

  • Membership in Houston totals more than 475 financial professionals and is growing monthly
  • The entire FPA membership totals nearly 24,000
  • Average member age = 49 years old
  • 70% of members have ten plus years of professional experience
  • 65% of members are CFP®s
  • 29% are ChFCs, CLUs or CPAs
  • 73% have at least a Bachelor’s
  • 28% have a Master’s

Top financial services provided:

  • 74% Retirement planning
  • 76% Financial planning
  • 69% Investment/Asset mgmt.
  • 70% Estate planning

 

Partner Information

The FPA of Houston offers you the opportunity to partner with our association over the course of an entire year rather than by each single event. Details are available in the 2020 Corporate Partnership Package. The Benefits-at-a-Glance matrix explains  the benefits for each tier.  The Platinum Package offers the best value and includese an exhibit booth and attendee list for the FPA Houston Symposium; an opportunity to sponsor and provide a presentation at a chapter meeting, as well as a 10 minute sponsor-spotlight; a full page ad in our newsletter, as well as the chance to network at all of our monthly meetings. Platinum partners also receive exclusive representation at any social gatherings of FPA members.


Contact

Melisa Hall
Executive Director & Corporate Partner Liaison
(713) 518-1785

execdir@fpahouston.org


Profitable Business Network

The financial professionals you’ll meet through the FPA of Houston chapter can help you build long-term business relationships. FPA of Houston has more than 500 financial professionals in the greater Houston area, representing a broad spectrum of specialties including financial planning, broker dealer services, insurance/annuities, mutual funds, banks/thrifts/trust, law, investment management and accounting. Members are a highly targeted market for your product or service.

 

Qualified Business Leads

The Chapter holds regular chapter meetings that provide attendees with continuing education credits. Speaking to this group gives you a targeted audience that is open to hearing your message. Members who attend are there to learn new information and network before and after meetings. It’s an excellent time to collect business cards for follow-up marketing. Members are continually looking for information on new products and services to meet their clients’ needs.

 

Quality Marketing Options

The Houston chapter sends its members and prospects (approximately 1,000 financial professionals!) a quarterly newsletter that contains information about upcoming meetings, chapter public relations activities, practice management information, national educational opportunities and more. Members tell us it’s the one periodical they are sure to read. This means that your marketing insert and/or advertisement in FPA of Houston publication will be noticed and read.


FPA Houston Symposium 

In addition, partnering and speaking opportunities are also available at the annual FPA Houston Symposium.


FPA Houston Symposium Date
: September 23, 2020.

 


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