Financial Planning Association

Pro Bono Financial Planning

Helping underserved communities access financial advice during extraordinary times

FPA launches new initiative to help support underserved individuals who have been impacted by COVID-19

Westborough, MA – May 15, 2020) – The Financial Planning Association of Massachusetts is proud to announce the launch of a Pro Bono Financial Planning initiative to help support underserved individuals impacted financially by COVID-19 and the economic turmoil it is causing. Through this initiative, many FPA members in Massachusetts and beyond are providing short-term, no-strings-attached financial planning guidance to those who need it.

A list of participating Advisors in this program can be found by visiting the following page on the FPA MA website

If the public would like to engage a participating pro bono financial planner, they will be asked to complete a letter of engagement that outlines what is entailed in the pro bono relationship and the expectations of all parties.
“The challenges that people are facing at the moment are unprecedented and the need for financial advice is of the utmost importance. Our profession is built upon effectively addressing the needs of those we serve, which is the reason why this initiative is crucial. We are committed to being there when people need us most and now is the time,” said FPA MA Community Outreach Director, David Santoro.

Committed To Our Communities

Members of the Financial Planning Association® (FPA®) have been committed to supporting underserved communities by providing access to financial planning services on a pro bono basis. This commitment has been a hallmark of the association since the turn of the century with the 9/11 tragedy and continues to this day — with the realities of COVID-19 (the coronavirus) — through the hard work and passion of our members and chapters across the country.

To support underserved* individuals who are going to be most impacted financially by COVID-19 and the economic turmoil it is causing, many FPA members are providing short-term, no-strings-attached financial planning guidance to those who need it. In the coming days, we will update this page with links to chapters as well as their local community partners of which their respective Pro Bono team serves. In addition to the individuals listed below, underserved individuals will have a resource within the local FPA chapters and should reach out to the community organization to gain access to additional pro bono volunteers.

Members of the Financial Planning Association® (FPA®) have been committed to supporting underserved communities by providing access to financial planning services on a pro bono basis...

The FPA members listed are Certified Financial Planner professionals and have completed a pro bono training course through the association. If you think you can use some guidance, reach out and if they feel they can help you, they will. If you engage a pro bono financial planner below, they will ask you to complete a letter of engagement that outlines what is entailed in the pro bono relationship and the expectations of all parties. The following list will be updated as more financial planners opt-in to provide pro bono assistance.

If you’re an FPA member and want to volunteer to help in this important effort, we want to hear from you! Please contact FPA Director of Pro Bono Kurt Kaczor ([email protected]) to let us know and to learn about the eligibility requirements.

 

 

 

* Underserved is defined as low-income individuals and families, military personnel/veterans, domestic violence survivors; people affected by natural disasters, serious medical crises, bankruptcy, etc.
About the FPA of Massachusetts
FPA of Massachusetts is part of the Financial Planning Association® (FPA®), the principal membership organization for CERTIFIED FINANCIAL PLANNER™ professionals, educators, financial services professionals and students who are committed to elevating the profession that transforms lives through the power of financial planning. Through a collaborative effort to provide members with tools and resources for professional education, business support, advocacy and community, FPA is the indispensable resource in the advancement of today’s CERTIFIED FINANCIAL PLANNER™ professional. Learn more about FPA of Massachusetts at www.fpama.org.
You may find additional information about this individual through FINRA’s BrokerCheck and the SEC’s Investment Adviser Public Disclosure databases, which are free tools that may be used to conduct additional research on the background and experience of CFP® professionals and those who held the CFP® certification at one time, including with respect to employment history, regulatory actions, and investment-related licensing information, arbitrations, and complaints.