FPA MA Members Named Most Influential Investors

Congratulations to Investopedia's Most Influential Advisors: FPA Members: Chris Chen, Jamie Ebersole, Jeff Tomaneng, John Napolitano and Marc ...


June 21: Metrowest Practice Group: Divorce Demystified

An overview of the common financial issues present in a Divorce action and Post-Divorce Judgment action with Marc I. Schmelkin, Esquire

Location: Michael S. Orentlich, CFP®, CLU®, ChFC®, CASL®, AEP® Office: 134 Turnpike Rd. Suite 300, Southborough, MA 01772

Time: 8:30 to 10:30 am. RSVP ...


July 10th: InvestmentNews: The Women Adviser Summit in Boston

Attend the Women Adviser Summit in Boston, July 10th

Location: The Colonnade Hotel

Invest in your business, your brand and yourself.

The InvestmentNews Women Adviser Summit, a one-day workshop now held in four cities due to popular demand, is uniquely designed for the sophisticated female adviser who wants to take her personal and professional self to the next ...


July 12: Women's Summer Cocktail Series: Waltham

Join the FPA MA Women's Group for the Summer Cocktail Series!

July 12, 2018 5:30 to 7:30

Osteria Post
99 Third Ave.
Waltham, MA 02451

Light appetizers served. Drinks on your own. This event is open to all ...


August 7: Member FREE CE Day: MFS at the Prudential Center

Thank you to MFS!

*up to 7 CFP CE’s pending approval*

Prudential Center
111 Huntington Ave, Boston, MA ...


August 9: Women's Summer Cocktail Series: Newton

Join the FPA MA Women's Group for the Summer Cocktail!


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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