President’s Message: October

Click here for Brad's message

Congratulations Jonatan Toledo- FPA MA’s Scholarship Winner

" I have experienced firsthand the transformational impact that having access to different educational opportunities can have in someone’s life and helping people understand their overall financial situation, their options and how their decisions affect their present...

October 21: Webinar: Taxes, Policy and Investment Strategy

Join us October 21st from 12-1 p.m. Jeff Brooks, Wealth Strategist with Capital Group/American Funds will discuss Taxes, Policy and Investment Strategy under possible administrations (Trump or Biden). With the enormous stimulus packages rolled out last Spring and the...

October 28: Virtual Wicked Cool Talks

Join us October 28th from 8:45 to 1:00 pm for Wicked Cool Talks Wicked Cool Talks Agenda 8:45 am Welcome 9:00 am to 10:15 Shannon Saccocia- CIO Boston Private Bank Another New Normal, or More of the Same? A discussion around investing in a post-pandemic world 10:30 am...

President’s message on Diversity Equity and Inclusion

Click here for Brad's Message FPA MA's Diversity, Equity, and Inclusion Initiative

Webinar: September 23: Boston Practice Group

September 23: Boston Practice Group: Virtual: 9:30 to 10:30 am. 1 CFP CE granted Risk Management Tips and Techniques for the Private Client: A discussion to help guide your client conversations on property and casualty (P&C) insurance As a financial advisor, you...

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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