FPA MA Annual Meeting: May 7 & 8
Wicked Good Talks
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™
Investment advisers face an evolving landscape of challenges in pursuit of the ...
It’s finally here… the most talked about NexGen event in the history of FPA MA. We’re creating an explosive conversation between the top young planners in the state and the most sought after financial planning firm owners this side of the Mississippi… and it’s happening in a real life castle!
Are you a motivated young financial ...
Congratulations to our own Rick Fingerman!
The 2014 Heart of Financial Planning Award recognizes individual professionals, financial planning firms, and organizations that engage in extraordinary work, contributing and giving back to the planning community and public through financial planning. Recipients embody the spirit of financial planning and also represent FPA's Core Values.
Since 2008, Fingerman has led ...
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.