Welcome 2022 New Members!

Welcome 2022 new members from the FPA of New England!  We are thrilled to be Your Partner in Planning™ Eralb Akshia     Megan Anderson     Eric Andrews CFP® Professional Gorham Savings Bank Joseph Bruno   Crestwood Advisors Rana Choubah CFP®...

We Missed You a “Latte”!

Please take one minute to complete a brief survey about why you were not able to join us for Wicked Good Talks. The first 50 people to respond will receive a $10 Starbucks Gift Card!   [maxbutton id="1" url="https://www.surveymonkey.com/r/WeMissedYouaLatte"...

Membership Satisfaction Survey

Help Us Improve Your FPA Membership Experience Tell us what you like. Tell us what you love. Tell us how we can do better. We want to hear from you about the programs and benefits you currently enjoy as part of your FPA membership experience and how we can continue to...

August: NexGen Cross Industry Networking Event 8/17

The Financial Planning Association of New England NexGen group has teamed up with the Massachusetts Society of CPAs, the Boston Estate Planning Counsil and Trusts and Estates Consortium to host its sixth annual inter-organizational networking event! The intended...

Episode 116 – Dr. David Kelly, J.P. Morgan Asset Management

Dr. David Kelly, Chief Global Strategist and Head of the Global Market Insights Strategy Team for J.P. Morgan Asset Management, speaks about the impacts of inflation, Ukraine, and other shockwaves on the economy. He shares his outlook, including his take on interest...

Episode 117 – National FPA Leadership Team: Patrick Mahoney, Dennis Moore, James Lee

We’re joined by the leadership of the National FPA, CEO, Patrick Mahoney, 2022 President, Dennis Moore, and 2023 President Elect, James Lee. We get to know the team, their journey, important things that have been happening in the FPA, value propositions and providers...

About the Financial Planning Association of New England

Since the year 2000, the FPA® NE 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® NE 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.

FPANE Platinum Sponsors