As a member of the Board of Directors, Feldblum will help guide the policy and direction of the 900-member association that seeks to foster the value of financial planning and advance the profession within Massachusetts.
In her capacity as Government Relations Director, Feldblum will build and foster relationships with the Legislature’
Feldblum’s experience in the financial planning industry spans 19 years; she is the owner of EF Financial, a full-service financial planning firm located in Boston and founding partner of Participant Level Advice Network, a Registered Investment Advisory firm, also in Boston.
Feldblum received a Bachelor of Science degree from the University of Massachusetts, Amherst and is a Certified Financial Planner and a Registered Fiduciary. She has been named a Boston Magazine FIVE STAR Wealth Manager for the past three consecutive years.
Originally from Dartmouth, MA, Feldblum now lives in Charlton with her husband Michael Marsella.
“It is with pleasure that we announce Erica as Government Relations Director of the Board,” said Peter Jaworski, President of the FPA of MA. “Her understanding of the legislative process, knowledge of the financial planning industry and stellar communications skills make her the perfect choice to fill this pivotal role on the Board.”
About the Financial Planning Association™
Since the year 2000, the FPA™ MA has sought to foster the value of financial planning and advance the financial planning profession in the Bay State. Our 900 members are dedicated to the financial planning process, which entails establishing personal and financial goals and creating a way to reach them. FPA™MA believes that everyone needs objective advice to make smart financial decisions and that when seeking the advice of a financial planner, the planner should be a CFP® certificant.
Many FPA™ MA members engage in philanthropic pro bono work in their communities. They also recommend legislation, elevate public awareness, promote financial literacy, and advocate for sound economic and tax policies. We welcome all those who advance the financial planning process and promote the CFP® mark as the cornerstone of the financial planning profession. For more information please call 866-804-0484 or visit www.fpama.org.