DANVERS AND BOSTON, MA, ISSUED APRIL 17, 2013…Financial Planning Association™ of Massachusetts (FPA MA) has selected Dave Caruso, CFP® as the first recipient of the Financial Planner of the Year Award.
Caruso is Founding Chairman/Managing Director of Coastal Capital Group, LLC in Danvers, MA. This award honors Caruso for his outstanding contributions to the financial planning profession in the state of Massachusetts.
Caruso is in his third decade in the advisory business, having graduated with a Bachelor’s degree in finance at the University of Massachusetts in Amherst and subsequently attained his CFP® (Certified Financial Planner) designation. He has been named a 2012/2013 5-Star Wealth Manager* in the Boston area and is the co-author of two books on personal finance and money management. Caruso has served as a source for articles in local and national publications. He also hosts and appears on television and radio including CNBC, CNN, Bloomberg, MSNBC, Business Week TV, Fox News and New England Cable News. He can be heard daily on WBZ Radio 1030 AM as the Financial Editor for a decade, reporting pre-market opening comments as well as a weekly recap and timely news.
Dave has served on the Board of the Boston chapter of the Financial Planning Association and currently serves on the Board of Research ILD, an institute for children with learning disabilities. He has taught various courses at local colleges and continues to educate adults and children through his numerous seminars on the topic of money.
“We are proud to present Dave with the very first Massachusetts Financial Planning award for his guidance of clients through the many market trends over the last 30 years. Through his commitment to helping people connect their money with their lives he has guided clients to stay on track to accomplish the important things in their lives such as educating their children and grandchildren, retiring, and leaving a legacy to their loved ones,” said Peter Jaworski, CFP, President of the FPA of MA. “Dave is committed to our organization’s mission in promoting financial literacy, education and the very highest standards for our industry.”
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. For more information please call 855-54-FPANE (37262) or visit www.fpama.org.
David is a financial advisor with, and securities offered through LPL Financial, Member FINRA/SIPC
*award based on 10 objective criteria associated with providing quality services to clients such as credentials, experience, and assets under management among other factors. Prior to 2012, award was based on client satisfaction. Respondents evaluated criteria such as customer service, expertise, value for fee charge and overall satisfaction.