March 1 & 2 Advocacy Days on Beacon Hill

Your advocacy team is hitting the state house for the fifth annual advocacy days. We need your help! We will be setting records seeing even more legislators than we did last year and we need your help to introduce them to who the FPA MA is and what financial planning is.

You can attend both or ...


Feb 5: Half Day Meeting: Westborough

Half Day Meeting: Feb 5 Westborough Doubletree Hilton
7:30 to 8:30 Registration
8:30 to 12:15 meeting
2.5 CE's Pending Approval

Kathleen Gaffney, CFA, Co-Director of Diversified Fixed Income, Portfolio Manager, Eaton Vance
Tamara Myles, CPO®, Author of ”The Secret to Peak Productivity”
Kurt Czarnowksi, local Social Security Expert will present the latest updates to Social Security.

Feb 4: Women's Initiative: Million Dollar Words: Women Negotiating Away The Gender Pay Gap

Please join us for the compensation negotiation session for women with Katie Donovan on Feb 4

Bloomberg News/100 Summer Street Boston

5:30 pm to 7:30 pm. There is a $25 fee to attend. Register Here.

People who negotiate their income earn an extra $1Million during their career.   Women working in finance who negotiate their income negotiate away the ...


A Diversity Problem The financial advice industry is among the least diverse in the country

Gerald Loftin, J.D., CFP®, AIF® Principal with Proficient Wealth Counselors, LLC and FPA MA Volunteer of the Year contributes to InvestmentNews

OVERWHELMINGLY WHITE. The investment advice profession has a long way to go in reflecting the diversity of America. In a nation where the population of African-Americans, Hispanics, Asians and ...


FPA MA Members Giving Back: National Guard Toy Drive

Thank you to everyone who donated a toy for our National Guard families in need at the December 4th Half Day ...


2015 Financial Planner of the Year: John Napolitano

Congratulations to John Napolitano, former Chair of FPA MA on being awarded the 2015 Financial Planner of the Year.

For over 35 years John has dedicated his career to providing financial planning and furthering the profession of Financial Planning.

Thank you ...


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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