In this role, Galli 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. Prior to being named President of FPA™ MA, Galli served on the Board of Directors as Community Outreach Director.
Galli, Principal of Daniel J. Galli & Associates in Norwell, MA, began his financial services career in 1986 and has built a practice that includes a wide range of products and advisory services; his practice focus is retirement planning, personal insurance analysis, employee benefits and investment planning.
He received a Bachelor of Science in Elementary Education from Boston University and a Masters in Elementary Administration from Bridgewater State College. Galli is a Registered Representative of Ameritas Investment Corp. and a Guest Lecturer at Boston University. He is a Certified Financial Planner™ Practitioner, a Chartered Life Underwriter, Chartered Financial Consultant and was named a 5 Star Wealth Manager by Boston Magazine in 2011, 2012, 2013 and 2014.
Galli, a member of the College of Certified Financial Planners, is a contributing editor and writer for Boston University’s Web-based CFP Retirement Planning Program and travels nationally presenting financial education programs for various U.S. corporations. He has been featured in the Boston Sunday Herald as part of the newspaper’s Money Makeover series and has been quoted in The Boston Globe and Boston Herald as well as other major publications.
He makes his home in Marshfield with his wife Louise; the couple has two grown children.
“It is a privilege and an honor to be named President of the FPA™ of MA,” said Galli. “I look forward to my tenure and particularly to working with fellow members in our continuing efforts to promote the financial planning profession, provide pro bono services and advocate for sound economic and tax policies.”
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.