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 December issue.

Who do you consider to be the most skilled and experienced financial planners in the industry? Submit your nominations between Monday, May 11th and Monday, June 15th.

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 (December 2020).

For questions regarding the program, contact Aileen Jimenez at [email protected].

For advertising opportunities, contact Rhett Taylor at [email protected].

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