Happy Anniversary to our Members

25 Years

Thomas Sullivan CFP®

20 Years

Michael McNamara CFP®

15 Years

James Danko DMD

Ted Gelsthorpe

George Padula CFP®

Gregory Telge CFP®

10 Years

Adam Apt CFA

Christina Kemprecos CTFA

Benjamin Muchler CFP®

Cheryl Whitaker CFP®

Norman Wironen CFP® ChFC®

Ted Wolfstich CFP®

5 Years

Maura Ann Dowling CFP®

James Murray MSF, CFP®, CLU®

Elisabeth Zimmerman ...


FPA MA Volunteers at MassSaves Education Summit

Thank you to our volunteers who provided one on one planning sessions for the attendees of the MassSaves Education Summit.

Shaun Erickson, Joan Gonzalez, Jordan Letendre, John McAvoy, David Santoro and Jeff Tomaneng.

Over 150 attendees came to participate in a day of connecting and learning more about how we can all come together and provide financial ...


May 8: Wicked Good Talks: Annual Conference: Babson College

Monday, May 8 Wicked Good Talks

Babson College Executive Conference Center

7:30 to 6:00 pm. Up to 7 CFP CE’s. Stay tuned. More to presenters to be announced.

What a line up! Register today and get Early Bird Pricing.

CFP Ethics Course: Rita Cheng, CFP Blue Ocean Wealth (This is the only time CFP Ethics will be offered ...


April 26: Minorities in Business Event

Join our members for this exciting event: Featuring FPA MA Members: Gerald Loftin and Phuong Luong

Register Today!

Boston University and Boston University Taiwanese American Student Association invite you to Minorities in Business Conference!

We are very excited to introduce our special guest, ARDEN CHO! You may recognize her from her hit YouTube channel and MTV's Teen Wolf. ...


April 13: Cape Cod Practice Group: Long Term Care Options

April 13th at the Cape Cod 5 Bank on 6A in Sandwich
8:30 AM

Every day, 10,000 people will turn 65 between now and the year 2030. Whether it affects you in your business or in your personal life, it is important to have at least a basic understanding of what long-term care options exist ...


March 30: NexGen Speed Networking Event at BU Castle

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 ...


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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