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Financial Planning

Financial Planning

Plan your financial future.

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2020 Conference Sponsor

Financial Planning Conference

The vision of the Financial Planning Program continues to be to empower future leaders in holistic, values-based financial planning. Great leadership oftentimes requires great followership and strong relationship.

We recognize the budget constraints that so many are facing in these unprecedented times and our focus is on keeping our 2020 Conference events free of charge for everyone.

 

Partnership & Program Support

For the 2020-2021 Academic Year, we want to provide scholarships to students in our program to participate in industry conferences so they don’t miss out on high impact engagement and learning opportunities.

Any partnership in the Financial Planning Career & Education Conference will go directly to support student engagement in industry events that build leadership and relationships within the financial planning profession. We thank you for your commitment to Texas A&M University and building a helping profession together.

 

How to Support Us

Online Gifts Through the Texas A&M Foundation
Online Gifts can be made directly to the Financial Planning Excellence Fund through the Texas A&M Foundation. 

Gifts by Check
If you prefer to make a donation by check, you can do so by making the check payable to the Texas A&M Foundation. Please write Financial Planning Excellence Fund on the memo line.

Checks can be mailed directly to our office:
Texas A&M Financial Planning Program
c/o Nathan Harness
2124 TAMU
College Station, TX 77843-2124

 

Conference Coordinators
Nathan Harness, Ph.D., CFP® | TD Ameritrade Director of Financial Planning
Jeanie Izurieta | Program Manager
Chris Moore, CFP® | Instructor
Contact: financialplanning@tamu.edu | 979.845.5223

 

Carter Financial Management, Founder's Club member
KMH Wealth Management, Founder's Club member
Paragon Financial Advisors, Founder's Club member
Jorge A. Bermudez, Founder's Club member
Traditions Wealth Advisors

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Financial Planning Program
979.845.5223
financialplanning@tamu.edu

600 Kimbrough Blvd.
210C Agricultural and Life Sciences Bldg.
College Station, TX 77843-2124

Texas A&M University does not award the CFP® certificate. Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNERTM and federally registered CFP® (with flame design) in the U.S., which it awards to individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

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