Monday, May 29, 2023 May 29, 2023
86° F Dallas, TX

Best Financial Planners

D Magazine is asking all Certified Financial Planners in the Dallas-Fort Worth chapter of the Financial Planning Association to nominate their peers who deserve recognition as a Best Financial Planner for 2023. 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 Monday, May 8 and Monday, June 5.

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.
  • All nominees must be based within our geographic boundaries, [click here].

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 2023).

For questions regarding the program, contact Sarah Masquelier at [email protected].

For advertising opportunities, contact Kimberlee Jones at [email protected].

*Ballots will only be accepted if each nominee’s name, company, and email address are provided.*