Financial Planning Association of MA names Therese Nicklas to Pro Bono Military Program

By: Financial Planning Association of MA
 
 
Therese Nicklas
Therese Nicklas
BOSTON - Dec. 20, 2013 - PRLog -- The Financial Planning Association™ of Massachusetts (FPA MA) announces that Therese Nicklas, CFP® of Quincy has been named to its Pro Bono Military Program.

Members of the FPA of MA Pro Bono Military Program volunteer their time to offer free financial planning advice to active and veteran members of the military. Since January of 2012, the pro bono volunteers in the FPA of MA Pro Bono Military Program has supported 32 financial readiness events, completed 1390 volunteer hours and held 108 1-1 counseling sessions with members of the military, veterans and their families.

Nicklas, a member of the FPA MA since 2007, is a Wealth Manager at US Wealth Management in Braintree.  Her experience in financial services spans 37 years.

She earned a Bachelor of Science degree from Eastern Nazarene College and holds a CERTIFIED FINANCIAL PLANNER™ certification.

In addition to being an active member of the FPA MA, Nicklas is the Immediate Past President of the Braintree Rotary Club, a member of the Cedar Hills Chapter of BNI, and belongs to the Quincy Chamber of Commerce, the South Shore Chamber of Commerce, the Small Business Association of New England and the National Association of Professional Women.

Nicklas makes her home in Quincy with her husband.  They are the proud parents of two sons, one of whom will deploy overseas this month as a member of the U.S. Navy.

“I have a deep appreciation and respect for members of the military and their families,” said Nicklas.  “Being a member of the FPA MA Pro Bono Military Program is one way of giving back.”

“We are delighted to welcome Therese as a volunteer member of our Pro Bono Military Program,” said Peter Jaworski, CFP, and President of the FPA of MA. “Her knowledge, skill and commitment to excellence are certain to make her a valued member of this important program that means so much to so many people.”

http://www.uswealthboston.com/team-member/therese-r-nicklas

http://youtu.be/YyOgZD1ImL4



About the Financial Planning Association™ of Massachusetts

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 855-54-FPAMA (37262) or visit www.fpama.org.
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Source:Financial Planning Association of MA
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Tags:Wealth Managment, Retirement Planning, Finanacial Planning
Industry:Family, Financial
Location:Boston - Massachusetts - United States
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