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
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 refreshments and enjoy conversation with like-minded professionals.
Wednesday, March 25, 12:00 PM - 1:00 PM, "New Hampshire Edge" Virtual Event
Join Guy’s Wicked Smahht People Webinar Series featuring Kevin Quinn to learn how New Hampshire trust laws create unique advantages for clients.
Tuesday, March 31, 2026, 1:00 PM - 2:00 PM "Revolutionizing AI for Tax Research" Virtual Event
Join FPA New England and Ankit Dhawan of Blue J for Revolutionizing AI for Tax Research. This members-only webinar shows how Blue J delivers fast, verifiable tax answers so advisors can focus on higher-value client work.
Wednesday, April 29, 2026 12:00 PM - 1:00 PM "Special Needs Planning" Virtual Event by Northeast Brokerage
Join us for Guy’s Wicked Smahht People Webinar Series, featuring Attorney Jessica Demerly. The focus will be on Special Needs Planning. 1 CFP® CE Pending Approval.
Thursday, April 30, 2026, 5:30 PM - 7:30 PM, FPA NE - NexGen TopGolf Event at Topgolf Boston - Canton, 777 Dedham St, Canton, MA 02021
Whether you're a golf pro or just in it for the laughs, this event is all about making connections and having a blast. 🎟️ Your ticket includes: ✔️ 2 hours of play ✔️ Appetizers ✔️ 2 drink tickets to toast the night 🔥 Powered by Harbor Capital Advisors
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
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
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
Ginger Noce, Co-Founder | ginger@silverbridgesconsulting.com | https://www.silverbridgesconsulting.com/
Gold Partners
Sue Flanagan, Medicare Senior Plan Consultant | susan.flanagan@bcbsma.com | https://www.bcbs.com/
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
Neev Crane CIMA®,CRPC®, Vice President, Senior Advisor Consultant | neev.crane@invesco.com | https://www.invesco.com/corporate/en/home.html
John Scully, Senior Managing Director | john.scully@nuveen.com
Vanguard Financial Advisor Services | Kelly Crean Orr | RIA External Sales Executive-MA NH ME | 617.480.4739 | https://investor.vanguard.com/advice
Silver Partners
Allianz | Babak Abedi | Regional Vice President | Advisory Consultant Babak.Abedi@allianzlife.com | Northeast District | 410.683.8849 | https://www.allianz.com/en.html
Matthew Mortimer, CIMA®, Vice President - Client Advisor | matthew.e.mortimer@jpmorgan.com | https://www.jpmorgan.com
Jeff Megar, CFA. VP, Client Portfolio Solutions & Business Development | 617-939-4526 | jmegar@newfrontieradvisors.com | https://www.newfrontieradvisors.com/
Technology Partners
Simay Onder | Partnerships Manager simay.onder@bluejlegal.com bluej.com
Event Partner
Michelle J. Wong, PMP® Founder, Chief Executive Officer | mwong@niftyadvisorsupport.com | https://www.niftyadvisorsupport.com/