September 24: NexGen & Women’s Committee: Interactive Panel on Career Transitions

The FPA of MA NexGen and Women’s Committees have teamed up to host an exciting event with a focused theme of “Career Transitions”.  This panel event will provide the unique insights and stories of three different panelists and how they successfully entered into the...

August 14: Women’s Cocktail Series: Hotel Indigo: Newton

Women’s Cocktail Series Join us for another of our occasional after-work summer gatherings for socializing and networking on the patio. Feel free to bring another financial advisor, attorney, or tax preparer with you. Appetizers provided by the FPA. Wednesday, August...

Metrowest Practice Group: August 15th: Building Your Brand

August 15th from 8:30 am to 10:00 am at The office of Michael S. Orentlich, CFP©, CLU©, ChFC©, CASL©, AEP©: 140 Turnpike Road, Ste. 300 Southborough “Does Your Practice Need a Brand?” Your marketing materials may say “what you do” but does your brand message explain...

August 16: Free CE Day: Westford Regency

Join us for a free day of CE powered by our Platinum Partners: Blue Cross Blue Shield, Hines, Longbridge Financial, Mortgage Network, Nationwide and T. Rowe Price. We will also have a pro bono military training if you are interested in joining the military pro bono...

FPA is proud to be one of the first-to-market with a national group health plan exclusively for members!

FPA is proud to be one of the first-to-market with a national group health plan exclusively for members! FPA is excited to announce that we have partnered with Ryan Insurance Strategy Consultants to provide you with a group health plan, exclusive to FPA members! We...

Congratulations Christopher McVay: Winner of the FPA MA 2019 Scholarship

Jake Northrup- FPA MA NexGen Director, awards Christopher McVay the 2019 FPA MA Scholarship. Christopher is with Navien Financial in Boston and  is a student at Boston University's CFP Program. When asked what his career goals are after gaining the CFP designation: "I...

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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