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

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