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
Tuesday, October 14 12:00-1:00pm, SS&C ALPS Advisors host "The Allocator’s ETF Playbook: Tools, Trends, Trade-offs", Webinar
Join Kyle Kleckner for a focused 50-minute briefing that turns today’s market realities equity concentration, an evolving Fed/rate backdrop, & the AI/infrastructure/power-demand build-out into implementable, fee-aware ETF sleeves.
Wednesday, October 29, 12:00-1:00pm, Jackson is hosting "One Size Does Not Fit All", Webinar
Join Ali Khodadad for a webinar on retirement income planning. Learn strategies to address key challenges and investor preferences, with practical insights for advisors at the intermediate level.
Thursday, October 30, 3:00-6:00pm FPA NexGen hosts "Bridging the Generational Divide: Solutions for Stronger Communication in Financial Services", Education & Networking Event, at MFS Fund Distributors in Boston, MA
Join us as we bring NexGen advisors & veteran advisors together! Discover how NexGen advisors can stand out, advocate for themselves, and drive firm success. Explore the industry’s shift from sales to planning, and gain fresh insights on succession plans.
Thursday, November 13, 11:30-6:00pm Wicked Good Talks hosts "Wicked Smart Wealth: Planning Your Future", Education Conference & Happy Hour Event, in the Conference Center at the Waltham Woods in MA
Join us for a dynamic program on retirement planning, social security, & personal finance featuring leading voices in the field. Our distinguished speakers incude Sharon Carson, Marcia Mantell, Beth Pinsker & Matthew Rutledge. Early bird ends Oct 1st!
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
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