1. Skip to Menu
  2. Skip to Content
  3. Skip to Footer

Directors

Membership Director
  • Jenny B. Andersson
    CFP®
  • UBS Financial Services
  • (800) 333-6303 x 6738
Email
Program Director
  • Marianne Pursley
    CFP®
  • BNY MELLON
  • Phone
Email
Pro-Bono Director
  • Joe McGinn
    CFP®
  • Brown, Lisle/Cummings, Inc.
  • (401) 421-8900
Email
Media Relations
  • Dan Forbes
    CFP®
  • Forbes Financial Planning
  • (401) 331-4032
Email
Education Director
  • Brendan P. Flaherty
    CFP®, CIMA®
  • Merrill Lynch - The AFM Group
  • (401) 278-7052
Email
James J. Raiola, CFP, CLU, ChFC
Membership Committee
  • James J. Raiola 
    CFP®, CLU, ChFC
  • MassMutual
  • (401)435-3800 
Email
Gary J. Friedmann
Pro Bono Committee
  • Gary J. Friedmann
    CFA, CFP®
  • Rockland Trust
  • (401)-273-4093
Email
Laura Gustafson
Education Committee
  • Laura Gustafson
    CFP®, CLU®, ChFC®
  • Barnum Financial Group
  • (401) 243-8800
Email

We have 4 guests and no members online

Social MediaLatest Happenings

socialmedia

Follow the latest updates and posts on Twitter, Facebook, and LinkedIn.
Read More...

Current ArticlesTopical and Timely

articles

Find consumer-friendly articles on various financial planning topics.
Read More...

Question of the WeekWhat is on your mind

question

Consumers questions along with answers provided by financial planners.
Read More...

Tip of the WeekHelpful Financial Tips

Tip of the Week

Weekly tips on popular financial planning topics for consumers.
Read More...