Founded by Bernard Waters in 1953, Professional Planning Associates offers care, creativity, and cutting-edge capabilities to help individuals and business owners develop sound financial and insurance strategies. PPA began as a small life insurance company and today offers a full suite of life, health and disability programs, along with pension, estate, and investment planning services. Our trusted advisors embrace a holistic, time-tested approach introduced by Mr. Waters, one that offers the best solutions for your current and future needs.
In 2004, we joined forces with LPL Financial, one of the country's leading independent financial services companies. And in September 2018, we partnered with Cetera Advisors LLC, a well-respected broker-dealer company. Cetera's outstanding customer service reputation, combined with exceptional access to a network of experts, services, and support, ensures we have the time and tools to support your interests and needs.
Chief Operating Officer
Marketing and Customer Service Administrator
Employee Benefits Administrator
Individual Insurance Manager
Retirement Plan Administrative Associate
Registered Sales Assistant
Client Services Associate
Financial Services Administrator
PPA helps your pursue your financial goals through a wide range of creative strategies designed to preserve your assets, help grow your business, and help plan your ideal future.
We position you for success by regularly monitoring your plan and adapting to new and changing environments. We rely on a flexible philosophy, holistic mindset, and personalized service.
We are a full-service financial planning and benefits firm offering a high degree of experience to help you preserve your assets and build your financial foundation.