Happy New Year!

Happy New Year from FPA New England!  Wishing you a healthy and prosperous 2024.

Make a Difference Today: Your Generosity Can Change Lives!

Please Consider Donating to our Pro Bono Flagship Programs Dana Farber Patient Assistance Fund and Homes for Our Troops FPA New England's members have been helping cancer patients and their families for over 10 years. During the holiday season our support will impact...

January 22: NexGen Coffee & Networking

Join the FPA NE NexGen for a complimentary cup of coffee, a breakfast treat and networking at The Tradesman Cofee Shop & Lounge, 58 Batterymarch St. Boston, MA 02110.  All are welcome, we look forward to connecting in the new year. [maxbutton id="1"...

228 – Helping Financial Advisors Save on Taxes – with Catherine Tindall, CPA

Helping Financial Advisors Save on Taxes – with Catherine Tindall, CFA More and more I keep hearing from other financial planners that they are struggling to find good CPAs that they can send their clients to for tax preparation. Too many CPAs are either retiring or...

229 – Reflecting on Money and Meaning – with Dr. Daniel Crosby

On this episode we speak with psychologist, behavioral finance expert and New York Times best-selling author, Dr. Daniel Crosby. Dr. Crosby is the Chief Behavioral Officer at Orion Advisor Solutions, host of the Standard Deviations podcast, and author of numerous...

230 – FPA-NE 2025 Chapter Leaders: Sam Gough & Abe Ringer

Hosts Brad Wright and Kathleen Kenealy are joined by Sam Gough and Abe Ringer. Sam is the 2025 incoming FPA-NE Chapter President and Abe will be President-Elect (2026 President). When not volunteering to run our chapter, Sam is a Senior Client Advisor with...

About the Financial Planning Association of New England

Since the year 2000, the FPA® NE has sought to foster the value of financial planning and advance the financial planning profession in New England. Our 900 members are dedicated to the financial planning process, which entails establishing personal and financial goals and creating a way to reach them. FPA® NE believes that everyone needs objective advice to make smart financial decisions and that when seeking the advice of a financial planner, the planner should be a CFP® certificant.

Many FPA® NE members engage in philanthropic pro bono work in their communities. They also recommend legislation, elevate public awareness, promote financial literacy, and advocate for sound economic and tax policies. We welcome all those who advance the financial planning process and promote the CFP® mark as the cornerstone of the financial planning profession.

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