New Local Toll-Free Referral Telephone Number
The FPA MA has its own local referral number, 866-804-0484. This number is given out to consumers who want to search for a CFP® licensee. Rather than calling National, this new service gives consumers the ability to call the FPA MA directly for a more personalized touch.

Currently, we are using National's PlannerSearch to match the callers with CFP® practitioners. The difference, however, is that by capturing the calls locally, we can send our own local thank you letter along with the CFP® referrals and follow-up via letter, email or phone call. This is a pilot program. We may develop our own referral program in the future.