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:

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, M.B.A.

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
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2020 Heart of Financial Planning Award Nomination Form

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