July President’s Message

Inna Rivilis recaps our progress this year and what we have planned for the rest of 2021! To be featured in our Member Spotlight program, go to: https://bit.ly/MemSpotlight To listen to our latest Wicked Pissah Podcast, go to: https://www.fpama.org/podcast/ Thank you!

August 4: Webinar: Inflation Hedged Strategies

Join us Wednesday, August 4th @12 noon for Inflation - Hedged Strategies with Michael Sewell, CFA, Portfolio Manager Mike Sewell is a portfolio manager in the Fixed Income Division, co-managing the US Inflation Protected Bond and US Short-Term Inflation Focused Bond...

August 2: Mortgage Mondays

Join us August 2nd @ 9:00 am with Donna & Matt for Mortgage Mondays powered by Mortgage Network Inc. Find out what is happening in the mortgage industry Get all your mortgage questions answered [maxbutton id="1" url="...

FPA MA Member Spotlight: Kristen Heller, CSRIC™ of Baystate Financial

Financial Planning Association of Massachusetts recently launched a new Member Spotlight program to feature our members and their businesses, activities and accomplishments, community involvement, and more! Today we spotlight Kristen Heller, CSRIC™ of Baystate...

August 5 @6pm: NexGen Event: Personal Branding and Why it Matters

August 5 @6pm: NexGen Event: Personal Branding and Why it Matters The Financial Planning Association NexGen group is excited to welcome Justin Castelli, CFP® and founder of RLS Wealth, co-founder of the Advisor Growth Community and VP of Marketing & Brand at...
Wicked Pissah Podcast from the Financial Planning Association of Massachusetts

Wicked Pissah Podcast: FPA MA and NNE Merger

Wicked Pissah Podcast with host J. Christopher Boyd, CFP® and Jeffrey Tomaneng announce FPA MA and NNE Merger with Jami Bisson, CFP ® and Brad Wright CFP® Chairs of Mass and Northern New England FPA Join our Town Hall Meeting regarding the merger on June 2nd ! Help...

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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