D Magazine asks Certified Financial Planners in the Dallas-Fort Worth chapter of the Financial Planning Association to nominate their peers who deserve the title of Best Financial Planners in Dallas. The winners will be featured in our November issue.
Who do you consider to be the most skilled and experienced financial planners in the industry? Submit your nominations between Wednesday, May 23 and Wednesday, June 13.
Nomination rules are as follows: Self-nominations are NOT accepted. You may nominate a total of five financial planners, only two of which may be from within your firm. Outside-firm votes will be weighted more heavily than inside-firm votes. A panel of esteemed local financial planners will review the nominations. Only CFPs in good standing will make the list. An individual must receive at least one nomination to be considered for the list. All winners must be accepting new clients at the time of publication (November 2018).
Questions or comments? Email Emily Heft, Research Editor: [email protected]