FPA Pro Bono Program Supporting Underserved Communities

Merrill Lynch member Keefe Gorman is a Certified Financial Planner who draws on over three decades of wealth management industry experience. At Merrill Lynch Wealth Management, where he leads The Gorman Group, Keefe Gorman has helped set up a refined and structured wealth management approach that addresses corporate and individual needs. Recognized as a top wealth advisor, Keefe Gorman maintains membership with the Financial Planners Association.

Financial Planners Association (FPA) brings together Certified Financial Planners to help them achieve their professional goals through learning, support, networking, and advocacy. The FPA Pro Bono Program is an initiative that connects financial planners with communities, individuals, and families requiring their support. Each year, FPA members and chapters are engaged in numerous pro bono initiatives seeking free financial planning for thousands of people across the United States.

The willingness of passionate financial planners to make an impact in their communities drives the Program, whose roots trace to the aftermath of the September 11, 2001 terror attacks. Members and chapters have consistently worked to serve at-risk and underserved communities that need financial planning services but cannot afford them. The initiative is a collaboration between FPA and the Foundation for Financial Planning to optimize pro bono services and provide the necessary support to FPA chapters and members willing to volunteer their services.