2021 FPA MA Mentor Match

Are you a career changer looking for advice? Are you a student curious about financial planning career paths? Are you a CFP® looking for career development? Read below to find out more about the FPA of MA’s new MentorMatch program! The FPA of MA is launching a new...

November 12: FPA Member Insurance Benefits

November 12, 2020 1-2:30 EST: FPA Member Insurance Benefits Presenters: John Ryan and Clay Kretsinger of Ryan Insurance Strategy Consultants https://www.associationinsurancebenefits.com  This is a FREE event for FPA members.  Non-FPA members are welcome to join to...

November 18: FPA MA Town Hall & Election

The nominating committee of the Financial Planning Association® of Massachusetts (FPA™MA) is pleased to announce that the following individuals have been selected as Members of the Board of Directors for FPA™MA Officers and FPS™ MA Officers for the calendar year 2021....

November 19: Webinar: Commercial Real Estate

Join us November 19, 2020 from 12-1 pm for a Commercial Real Estate Update from Tom Lester with Hines. 1 CFP Ce Pending Approval RSVP Here  

October 28: Virtual Wicked Cool Talks

Join us October 28th from 8:45 to 1:00 pm for Wicked Cool Talks Wicked Cool Talks Agenda 8:45 am Welcome 9:00 am to 10:15 Shannon Saccocia- CIO Boston Private Bank Another New Normal, or More of the Same? A discussion around investing in a post-pandemic world 10:30 am...

President’s Message: October

Click here for Brad's message

About the Financial Planning Association of Massachusetts

Since the year 2000, the FPA™ MA has sought to foster the value of financial planning and advance the financial planning profession in the Bay State. Our 900 members are dedicated to the financial planning process, which entails establishing personal and financial goals and creating a way to reach them. FPA™MA believes that everyone needs objective advice to make smart financial decisions and that when seeking the advice of a financial planner, the planner should be a CFP® certificant.

Many FPA™ MA members engage in philanthropic pro bono work in their communities. They also recommend legislation, elevate public awareness, promote financial literacy, and advocate for sound economic and tax policies. We welcome all those who advance the financial planning process and promote the CFP® mark as the cornerstone of the financial planning profession.

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