Criteria
● 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
authorities
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
influence
Former Recipients:
David Caruso
Dick Power
John Napolitano
Daniel Galli