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

NexGen Happy Hour at Harpoon Brewery & Beer Hall, Boston, MA Thursday, July 24, 5:30-7:30PM

Join the FPA NE NexGen crew for a fun and casual Happy Hour at Harpoon Brewery! Enjoy a guided beer tasting, great company, and delicious Seaport Square Pies pizza while networking with fellow professionals in the financial planning community.
Register Here

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.
Register Here

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.
Register Here

NexGen Presents "Build Your Client Service Team", Cross Industry Networking Event , Alibi Bar & Lounge at The Liberty in Boston, Thursday, September 15, 5-7pm

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.
Register Here

Wicked Pissah Podcast

Committee Opportunities

Join a Committee. Drive Change

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/

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/

Event Sponsor

Vanguard Financial Advisor Services | Kelly Crean Orr | RIA External Sales Executive-MA NH ME | 617.480.4739 | https://investor.vanguard.com/advice