Financial Planning Association of Rhode Island

The Financial Planning Association of Rhode Island wants to be the financial planning community for the public and planners here in the state. We seek to foster the value of financial planning and to advance the financial planning profession. We welcome all who support the planning process and the CERTIFIED FINANCIAL PLANNER™ mark as the promise and future of the profession. The CFP® certification offers the public a consistent and credible symbol of professional competence and integrity.

This website offers information and a method to communicate about financial planning topics and the planning process, both for professionals in the field and for members of the public. Use the tabs at the top of this page to access sites with information appropriate to your interest. Members of the public may want to try "the public" and "referrals" while FPA members will find "Events", "Officers" and "Members" have information designed to meet their needs.

Please tell us what you think and how we can make this site more useful to you. E-mail this year's officers with your thoughts and concerns (see the "Officer" area for e-mail addresses and phone numbers). We look forward to getting to know you!

 

  Richard J. Petrucci Jr. , JD, CPA, CFP®

 
President, Financial Planning Association of Rhode Island