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Membership
Renewals:
- Guy R. Buzzell, CFP®
- John W. Farmer, CFP®
- Nancy Gerseny, CFP®
- Steven J. Grasso, CFP®
- Jeffrey W. Loring, CFP®
- Malcolm A. Makin, CFP®
- Mary Clare O'Grady, CFP®
- Joseph R. Souza
New Members:
- Grant Brown, QPA, TGPC, ERPA
- Donna Sowa Allard, CFP®
The Financial Planning Association of Rhode Island
Our mission is to be the financial planning resource for the public and planners in the state of Rhode Island. We seek to foster the value of financial planning and to advance the financial planning profession.
FPA of Rhode Island in the Community
We work closely with non-profit and charitable organizations in our communities to create and implement programs that address their clients' needs.
FPA of Rhode Island Member Events
Quality programming is a high priority four our organization and we focus the majority of our energies and resources in creating monthly presentations that provide CFP CE credits and RI Insurance CE Credits.-
The Financial Planning Association of Rhode Island
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FPA of Rhode Island in the Community
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FPA of Rhode Island Member Events
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Become part of a respected community that supports your personal and professional development.
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FPA members are active participants and often qouted in local and national media, including print, radio, and television.
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David Matarese CPA/PFS, CFP®
President
Welcome to the web site of the Financial Planning Association of Rhode Island (FPARI). The vision for the FPARI is the following:.
For its members, the Financial Planning Association of Rhode Island seeks to cultivate a strong knowledge base for financial planning, to share best practices, and to facilitate professional development consistent with the Certified Financial Planner Board of Standards’ updated Standards of Professional Conduct.
For the financial planning consumer, FPARI promotes relationships that offer complete transparency, clearly understood financial planning services and high standards of conduct. Financial planning offered by our members is expected to be delivered in accordance with the FPA’s Standard of Care which requires the practitioner to put the client’s interests first and provide disclosure of all material facts and any conflicts of interest..
For the public, the chapter will serve those in our community who cannot afford a financial planner by offering pro-bono and consumer outreach programs designed to help the less fortunate negotiate financial challenges..
We welcome any feedback from our members. Please e-mail this year's officers with your thoughts, suggestions and/or concerns. On behalf of the FPA-RI Board, we look forward to a great year!.
