Congratulations to our 2015 Scholarship Winners!

Please join us in congratulating Caitlin and Alicia.  Click here for more about our scholarship ...


June 4: A Journey into the Unknown World of Digital Estate Planning

Digital Estate Planning has rapidly entered the financial planning world over the past year. It’s an unfamiliar area for more planners, yet a very important one for clients… and they may not even know it yet! FPA NexGen sees this as a huge opportunity to help planners use this knowledge to add value to clients ...


Eric Roberge, CFP

NexGen Director, Eric Roberge, named 10 Of The Best Personal Finance Experts On Twitter
Read more: FIND OUT MORE

Managing Your Money

Check out the Managing Your Money Blog on

Each week a member of FPA MA contributes to blog. Find out what's trending ...


Wicked Good Talks: May 7 & 8

FPA MA Annual Meeting: May 7 & 8
Wicked Good Talks

Annie Duke just announced as Keynote Speaker!

Ocean Edge Resort, Brewster
May 7 Golf, Ethics & Reception
May 8 Full day of fabulous programs
Early bird registration of $199 now!
Register for Golf for $89 (includes cart)

Wicked Good Talks™

Annie Duke has leveraged her expertise in ...


Elliot Herman, CFP, CPA

FPA MA Member Elliot Herman, CFP, CPA contributes to Financial Planning Magazine's Article
Estate Tax Tips for Wealthy ...


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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