Sept 9: Annual Career Night at BU

Attend a Career Night with Financial Planning Professionals. Whether you are an employer looking to find talent or looking to explore a different career path in financial planning, this event is for you!

With introductions from Dan Galli, CFP®, CLU, ChFC- FPA MA-President & BU Instructor Carolyn Tomin BU Program Director. Lindsay Singer, CFP®, FPA MA ...


August 27: Media Mastery: Representing Yourself, Your Association and Your Profession Through the Media

Media Mastery: Representing Yourself, Your Association and Your Profession Through the Media

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Working with journalists is one of the easiest ways to increase your visibility and enhance your brand. With an ever increasing news cycle and the onslaught of online news coverage, the time is right to learn what ...


5 for 50: Member Get a Member Campaign

The membership count of the FPA MA chapter is 951 as of June 30th.  Our goal for 2015 is to reach 1,000 members.  We need your help ... and we'll make it worth your while!

Over the next 5 months, we hope to gain 50 members (5 for 50).  If we can get 10 members a ...


Above & Beyond: DFCI Volunteers and Rick Fingerman

Above & Beyond: Financial Planning Association of Massachusetts member Rick Fingerman (center), Certified Financial Planner® practitioner and past president of the FPA of Massachusetts, was recently honored with the “2015 Above & Beyond” award at Dana-Farber Cancer Institute’s Volunteer Appreciation event. Over 170 of the Institute’s more than 500 volunteers attended the evening. In 2008, ...


Managing Your Money

Check out the Managing Your Money Blog on

Each week a member of FPA MA contributes to blog. Find out what's trending ...


FPA MA Members visit Capitol Hill for our National Advocacy Days

FPA Members Dick Power, Erica Feldblum, Stuart Armstrong and Ben Muchler visit Washington D.C. for the National Advocacy ...


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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