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
Join FPA NE and Jason Chen for Portfolio Diversifiers, Webinar, Wednesday, July 23, Noon-1pm
Jason is a Senior Research Analyst in the DWS Research Institute.Prior to joining the firm, he was a Portfolio Manager at JP Morgan where he was responsible for $70 billion in assets for the Chase Strategic Portfolios and JP Morgan Core Advisory Program.
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.
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.
"Build Your Client Service Team", Cross Industry Networking Event , Alibi 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.
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