March 12: NexGen Speed Networking Event

The FPA of MA NexGen group has designed an innovative networking experience that is a spin-off of the speed dating concept, except it’s made specifically for financial planning professionals! This is a fantastic way to meet several financial planning professionals and...

Advocacy Day at the State House

Great day of advocating for the financial planning Profession! Congratulations on the passage of the Financial Planning Bill. Thank you to all that attended: Mary Casady, Shaun Erickson, Kash Ahmed, Dick Power, Jeff Tomaneng, Martin Shore, Karen Nystrom and Kristin...

March 20: Inaugural Joint Practice Group Meeting with Northern New England

March 20th from 8:30 am to 10:30 am Join us for the Inaugural Practice Group Meeting with the Massachusetts and Northern New England Chapters FPA MA & NNE Joint Practice Group hosted by Dave Caruso and the Coastal Capital Group, Inc.at 222 Rosewood Drive, 2nd...

Dana Farber Pro Bono Coach Training: March 22

Become a Dana-Farber financial coach Imagine hearing the words, “You have cancer”.  Now imagine a life full of doctor appointments, numerous tests and fear and wondering if you are going to be ok.  As bad as that all is, imagine losing your job, not being able to pay...

May 3 Wicked Good Talks: Fourpoints Norwood

Are you still relevant – in these changing times? Featuring Jag Dalal-an internationally known speaker and consultant in the field of Information Technology, management  and outsourcing. These are changing times, driven by technology, human demographics and business...

FPA 2019 Retreat: La Jolla CA

Early Bird Ends February 8th for the 2019 Annual Retreat May 6-9, 2018 One needs only to speak with past attendees for a few moments to recognize that they view FPA Retreat as a genuinely unique experience in the world of professional events. The secret, they say, is...

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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