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.

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Board of Directors

Platinum Partners

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
AssetMark |Justin DiRito Regional Consultant | 774-454-5280 justin.dirito@assetmark.com assetmark.com
Blue Cross Blue Shield of MA | Susan Flanagan | 617-246-3442 susan.flanagan@bcbsma.com bcbsma.com
Charles Schwab | Gordon Leese Managing Director – Relationship Management | 617-960-5223 gordon.leese@schwab.com schwab.com
Hines | Tom Lester CAIA® Sr. Regional Director | 617-913-0942 tom.lester@hines.com hinessecurities.com
Inland | John Cardillo | 716-523-9699 jcardillo@inland-securities.com inland-investments.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
State Street | Timothy J. Brock, CFP ®, CIMA® Vice President, Regional Consultant, Global SPDR Business National: 866-787-2257 Mobile: 203-916-3933 (No Text) / 617-380-3382 (Text Available) timothy_brock@ssga.com ssga.com
Vanguard | Kelly Crean Orr External Sales Executive – RIA Northeast Region 617-480-4739 kelly_orr@vanguard.com vanguard.com