This award recognizes individuals who demonstrate commitment and passion in doing extraordinary work to contribute or give back to the financial planning community and/or the public.

This is among the highest honor awarded to members of the FPA community involved with service. Notable individuals, organizations/firms or groups working in the areas of FPA member education, FPA chapter support, financial literacy, professional innovation, community education and other service-focused endeavors are excellent candidates for the award. The recipient(s) are recognized at FPA Annual Conference.​

Nominations should be completed using the Nomination Form​, supporting letters and/or other documentation as needed. Be sure to include the following information:

  • Your affiliation with the nominee (FPA member, chapter leader, employee, associated professional, etc.).
  • Clarify the nominee's excellence in demonstrating FPA's Core Values; and the nominee's extraordinary service and stewardship to contribute or give back to the financial planning community and/or the public.
  • Explain why your nominee should be considered for this award. Focus on key points and provide specific examples to support your recommendation. If you are recommending a company or organization, focus on the contributions of the company or organization.
Previous awardees:

2020

  • No award given

2019

  • Stuart Armstrong, CFP®, CLU®, CLTC, ADPA, AIF®
  • Craig Jergenson, CFP®
  • Tara Scottino, CFP®

2018

  • Lazetta Rainey-Braxton, MBA, CFP®
  • Elizabeth Jetton, CFP®
  • Janet Stanzak, MS, CFP®

​2017

  • Michael Branham, CFP®
  • Scott Kahan, CFP®
  • Marty Kurtz, CFP®
  • Tanya Steinhofer, CFP®, CFA

2016

  • John Crosby, CFP®, ChFC, CLTC, CRPC 
  • Jim Peniston
  • Richard Salmen, CFP®, CFA® , EA

2015

  • Leslie Beck, MBA, CFP®
  • Sabrina Lowell, CFP®

2014

  • Rick Fingerman, CFP®, CDFA
  • Louis Barajas, MBA, CFP®

2013

  • Elaine Bedel, CFP®
  • Harold Evensky, CFP® , and Deena Katz, CFP®
  • Kacy Gott, CFP®
  • Savvy Ladies

2012

  • Jon Beyrer, CFP®, EA
  • Reed Fraasa, CFP®, AIF®, RLP®
  • Omega Hartman, CFP®
  • Anja Luesink, MBA, CFP® , RLP®
  • Ruth Lytton, Ph.D. 
  • Kathy Muldoon, CFP®
  • John R. (Dick) Power, CFP®
  • Neal J. Solomon, CFP®, CLU, ChFC, CASL 
  • Richard E. Vodra, JD, CFP®
  • David Yeske, DBA., CFP®

2011

  • Frank Paré, CFP®
  • Assemblyman Gary S. Schaer
  • John Comer, CFP®
  • Judith Volkmann, Esq., CFP®
  • Marco Chavarín
  • Nicholas A. Nicolette, CFP®
  • Robert Glovsky, JD, LLM, CFP®

2010

  • Don Blandin
  • Mark Clark
  • Saundra Davis, MSFP
  • Michael Kitces, MSFS, CFP® , CLU, ChFC
  • Keith Loveland, JD , AIFA, CIDA
  • Brent A. Neiser, CFP® , CAE
  • Don Pitti (posthumous award)
  • Karin Price Mueller

2009

  • Bob Kaitz
  • Charles Fitzgerald, CFP®
  • Clare Stenstrom, CFP®
  • William Stratton, CFP®

2008

  • Dr. William Gustafson, Ph.D, M.S.
  • Peter Kote, JD, Dee Lee, CFP®
  • Jeffry Sessions, CFP®
  • Ken Williams, CFP®, CPA, MBA

2007

  • Humberto Cruz 
  • Gwen Fletcher, AFPA, QPIB
  • Patricia Garman, CFP®
  • Larry Johnson, CFP®
  • Royce Monk, CFP®
  • Bobbie Munroe, CFP®
  • James Russell
  • Parker James Tissot, CFP®

2006

  • George Kinder, CFP®, RLP®
  • Ross Levin, CFP®
  • Gary Morris, CFP®
  • Nancy Schwarztmiller
  • Bonnie Stanley
  • Robert N. Veres
  • Blankinship & Foster
  • FPA of New York - Pro Bono Committee
answer guide to questions

Nomination Tips and Guidance

Get Tips
Person writing on paper

Sample Nomination Forms

View Sample

2021 Heart of Financial Planning Award Nomination Form

Nominate Now