Platinum Sponsors



FPA of Northern New England would like to thank our Platinum Sponsors for supporting our chapter and advancing the financial planning profession.

If you are interested in sponsoring our chapter, please take a moment to read about our sponsorship opportunities.


ballentinelogoClaudia Shilo, CFP®, CPA, PFS
Managing Director and Chief Financial Officer
(603) 737-1212  |  www.ballentinepartners.com


charlesschwabLogo1

Jake King
Regional Director
(617) 960-5218  |  www.schwab.com


Tom Waldron
Regional Vice President
(617) 413-7956  |  www.GuggenheimInvestments.com


John H. Clough
SVP, Sales
(800) 642-7267 ext 6306 | www.harborfunds.com



Hines
Tom Lester
(617) 913-0942  |  www.hines.com


Harold Bauer
Homebridge Financial Services, Inc.
925-548-2293  |  www.homebridgefinancial.com

Jim Nolan, CFP®
Natixis Investment Managers
617-549-7727 | www.natixis.com