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, January 21, 5:00pm - 7:00pm, Sip & Socialize
MassCPAs invites you to Sip & Socialize with fellow CPAs, lawyers and financial professionals who can help take your career to the next level. We know you’re busy, and this dedicated event will connect experienced professionals from across industries.
Thursday, March 19, 10:00 am - 5:00 pm, Wicked Good Half Day Talks & Happy Hour at Waltham Conference Center in Waltham, MA
Get ready for a wicked smart day of cutting-edge ideas, real-world applications, & bold conversations. Unwind after with refreshements and enjoy conversation with like-minded professionals.
Friday, June 5, 10:00 am - 5:00 pm, Wicked Good Half Day Talks & Happy Hour at Portwalk in Portsmouth, NH
Get ready for a wicked smart day of cutting-edge ideas, real-world applications, & bold conversations. Unwind after with refreshements and enjoy conversation with like-minded professionals.
Thursday, August 13, 10:00 am - 5:00 pm, Wicked Good Half Day Talks & Happy Hour at Artisan Hotel in Salem, NH
Get ready for a wicked smart day of cutting-edge ideas, real-world applications, & bold conversations. Unwind after with refreshements and enjoy conversation with like-minded professionals.
Thursday, December 10, 10:00 am - 5:00 pm, Wicked Good Half Day Talks & Happy Hour at Waltham Conference Center in Waltham, MA
Get ready for a wicked smart day of cutting-edge ideas, real-world applications, & bold conversations. Unwind after with refreshements and enjoy conversation with like-minded professionals.
Committee Interest Form
2026 Sponsorship Opportunities
Partner with FPA of New England. Learn about the ways you can support our chapter. We welcome your involvement.
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
CareAlly | Parker Polidor | Co-Founder | Mparker@joincareally.com | https://www.joincareally.com
Jackson | Hutch Hutchinson, CIMA®, CRPS® | RIA External Consultant-CT, MA, ME, NH, RI & VT | 401.895.6205 Hutch.Hutchinson@jackson.com
Longbridge Financial | Steven Pepe | 508.282.6329 spepe@longbridge-financial.com longbridge-financial.com/advisors
Blue Cross Blue Shield of Massachusetts | Susan Flanagan | 617.908.9582 susan.flanagan@bcbsma.com bcbsma.com
Mekata Capital | Paul Napolitana | Senior Vice President | 781.636.5799 | Pnapolitano@meketacapital.com | https://meketa.com/
Movement Mortgage | Donna B. McKeown Senior Loan Officer NMLS 20377 -781.775.7172 donna.mckeown@movement.com mortgagesbydonna.com
Northeast Brokerage | Guy W. Ziriak Sales Vice President 603.305.1886 gziriak@nb-bga.com nb-bga.com
SS&C Alps Adviors | Justin Hillstrom | Senior Sales Executive | 720.253.4603 | justin.hillstrom@alpsinc.com | https://www.alpsadvisors.com/
Unlimited Funds | Paul Berard | ETF Sales Management | 917-254-9563 | paul@unlimitedfunds.com | https://unlimitedfunds.com
Xtrackers by DWS | Sergio J. Valente | Xtrackers ETF Client Specialist | 917.938.9106 | sergio.valente@dws.com | https://etf.dws.com/en-us/
Technology Partners
Simay Onder | Partnerships Manager simay.onder@bluejlegal.com bluej.com
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