FPA of New England
Westborough , MA
Welcome to FPA of New England!
The Financial Planning Association of New England was recognized at FPA’s 2011 Chapter Leaders Conference as a Roadmap to Success Recipient and achieving an Outstanding Achievement Award. The chapter was also recognized in 2010 for attaining the Pinnacle Award which requires extraordinary achievement annually for five consecutive years.
UPCOMING EVENTS
Wednesday, August 6, 12-1PM, Webinar: Annuities for Small Business Owners
Join FPA NE & Jeffrey Clark for Annuities for Small Business Owners. With the SECURE Act’s passage, annuities are back in focus for turning savings into income.
Women's Golf Clinic & Happy Hour at Granite Links, Quincy, MA Tuesday, August 12, 6-8:00PM
Swing Into Summer with the Women of FPA NE! Ladies of FPA NE, you're invited to an exclusive afternoon of fun, learning, and connection! Join us for one-on-one golf instruction with a golf pro, perfect for beginners and seasoned golfers alike.
Wicked Good Half Day Talks: AI Summit at the Artisan Hotel, Salem, NH Thursday, August 14, 10am - 5pm
Join FPA New England for Wicked Good Half Day Talks - When CFP Met GPT: I'll Have What AI's Having. How real advisors are using technology to work smahtah not hahdah.
NexGen Happy Hour, Thursday, August 21, 5:30-7:30pm at Buoy Shack, Kittery ME
Join us for a relaxing happy hour and networking evening at The Buoy Shack! Unwind with great drinks, stunning waterfront views, and connect with fellow professionals in a laid-back setting.
Tuesday, August 21, 12-1PM FPA NE - Taxes, Transfers & Tea Leaves
Join FPA New England and Leslie Geller, Sr. Vice President & Wealth Strategist for - 2025 Policy & Planning Update: Helping your HNW Clients Leverage a New Planning Paradigm.
Tuesday, August 26, 1-1:45PM, Webinar: The Advisor Launchpad: Navigating Your Early Career with Confidence
Join FPA Philly and Kate Healy and Step onto the launchpad and set a confident trajectory for your financial advisory career.
Thursday, September 4, 12-1pm, Webinar: Wicked Good Membership 101
Join us for Wicked Good Membership 101. Membership Director Karen Van Voorhis will give an overview of the wide-ranging benefits available to you as a member. Whether you are new to FPA or a seasoned member, this webinar is for you!
"Build Your Client Service Team", Cross Industry Networking Event , Alibi at The Liberty in Boston, Thursday, September 15, 5:30-7:30pm
This event brings together financial planners, estate planners, tax accountants, attorneys, and more for cross-industry networking and idea sharing. Whether you're growing your team or expanding your referral network.
Board of Directors
Platinum Partners
Allianz | Babak Abedi | Regional Vice President | Advisory Consultant Babak.Abedi@allianzlife.com | Northeast District | 410.683.8849 | https://www.allianz.com/en.html
American Funds/Capital Group Damian Carroll CFA®, CIMA®, CPWA® Relationship Manager – RIA/BT (RM-RIA/BT) O 877.421.1328 | M 860.573.8064 dafc@capgroup.com capgroup.com
Blue Cross Blue Shield of Massachusetts | Susan Flanagan | 617.908.9582 susan.flanagan@bcbsma.com bcbsma.com
Movement Mortgage | Donna B. McKeown Senior Loan Officer NMLS 20377 -781.775.7172 donna.mckeown@movement.com mortgagesbydonna.com
Longbridge Financial | Steven Pepe | 508.282.6329 spepe@longbridge-financial.com longbridge-financial.com/advisors
Northeast Brokerage | Guy W. Ziriak Sales Vice President 603.305.1886 gziriak@nb-bga.com nb-bga.com
Jackson | Hutch Hutchinson, CIMA®, CRPS® | RIA External Consultant-CT, MA, ME, NH, RI & VT | 401.895.6205 Hutch.Hutchinson@jackson.com
Mekata Capital | Paul Napolitana | Senior Vice President | 781.636.5799 | Pnapolitano@meketacapital.com | https://meketa.com/
Xtrackers by DWS | Sergio J. Valente | Xtrackers ETF Client Specialist | 917.938.9106 | sergio.valente@dws.com | https://etf.dws.com/en-us/
SS&C Alps Adviors | Justin Hillstrom | Senior Sales Executive | 720.253.4603 | justin.hillstrom@alpsinc.com | https://www.alpsadvisors.com/
Technology Partners
Jump | Tobin Bennion | Head of Sales | 801.633.9052 | tobin@jumpapp.com | https://jumpapp.com/
Grayscale | David Babat, CAIA®, CIMA®| VP, Market Leader-Northeast | 917.209.9422 | https://www.grayscale.com/
Overvue | John Finney, CFP® | Co-Founder & CEO | jfinney@overvueproposals.com | https://www.overvueproposals.com/
Event Partner
Vanguard Financial Advisor Services | Kelly Crean Orr | RIA External Sales Executive-MA NH ME | 617.480.4739 | https://investor.vanguard.com/advice