● FPA™ MA member

● CFP® practitioner

●Currently prepares or supervises preparation of comprehensive financial plans

●Experienced in the major financial planning topics such as insurance, tax planning, investments,estate planning and retirement planning

●Nominees must be in good standing with the CFP board, regulatory agencies, and law enforcement

Contributions (at least one must apply)

●History of involvement in the FPA of MA (attends meetings, committee membership, volunteer work)

●Community service (public speaking, teaching, pro bono)

●Career development for new entrants to the profession

●Advocacy on behalf of the profession with government, media, or other public or private centers of

Former Recipients:
David Caruso
Dick Power
John Napolitano
Daniel Galli