FPA of Dallas/Fort Worth and FPA of Southwest Florida recognized as winners of the Power of Financial Planning Award.

DENVER (November 17, 2022) – The Financial Planning Association® (FPA®) and the Foundation for Financial Planning (FFP) are pleased to announce FPA of Dallas/Fort Worth and FPA of Southwest Florida as the recipients of the 2022 Power of Financial Planning Award. The award is in recognition of their commitment to delivering pro bono financial planning in the spirit of FPA’s Primary Aim: To elevate the profession that transforms lives through the power of financial planning.

In its fourth year, the Power of Financial Planning Award recognizes an FPA chapter and its members’ efforts to provide quality pro bono financial planning and advice to underserved populations for 12 months, from July 1, 2021, to June 30, 2022.

“Pro bono financial planning has been engrained in FPA’s culture for over two decades. Our national network of local chapters do an outstanding job of helping underserved and at-risk members of their local communities benefit from this life-changing financial planning advice,” says 2022 FPA President Dennis J. Moore, MBA, CFP®. “FPA of Dallas/Fort Worth and FPA of Southwest Florida have spent the past 12 months working to make financial planning more accessible to members of their respective communities. We are honored to recognize their accomplishments in this important initiative.”

FPA of Dallas/Fort Worth: Honored this year as a “large chapter recipient,” the chapter provided multiple pro bono opportunities for members, a high number of community members served, and employed creative ways of enhancing engagement and visibility, including a “Pro Bono Partner Spotlight” at chapter meetings throughout the year. The chapter focused pro bono efforts on helping Wings for Widows, a non-profit focused on financially empowering women coping with loss. Chapter members engaged with widows and widowers to provide one-on-one financial planning services.

FPA of Southwest Florida: Honored this year as a “small chapter recipient,” the chapter saw impressive pro bono results for a chapter of its size, including comprehensive outcome measures and reporting, utilization of a strong program delivery model by partnering with local nonprofit organizations, and partnering with students studying finance at a local university to provide translation services. Among their efforts, the chapter worked with Grace Place for Children & Families to deliver a series of financial literacy workshops to families in low-income neighborhoods.

Representatives from FPA and FFP recommended, and the FPA Board of Directors approved, FPA of Dallas/Fort Worth and FPA of Southwest Florida as recipients of the 2022 Power of Financial Planning Award.

“We congratulate FPA of Dallas/Fort Worth and FPA of Southwest Florida for going above and beyond to provide financial advice and guidance to individuals in need. FPA of Dallas/Fort Worth’s support of FFP grantee, Wings for Widows, helped many newly widowed persons navigate their financial futures during a time of loss and stress, while the FPA of Southwest Florida’s efforts to connect with local nonprofit organizations helped low-income community members achieve greater economic stability,” said Jon Dauphiné, CEO of the Foundation for Financial Planning.

FPA of Dallas/Fort Worth and FPA of Southwest Florida will be recognized at a special Honors Reception at FPA Annual Conference 2022 in Seattle, Dec. 12-14.

Journalists interested in learning more about the award or speaking with a representative from FPA, FFP, or the winning FPA chapters can contact Ben Lewis at 303-867-7190 or blewis@onefpa.org.


About the Financial Planning Association

The Financial Planning Association® (FPA®) is the leading membership organization and trade association for Certified Financial PlannerTM professionals and those engaged in the financial planning process. FPA is the CFP® professional’s partner in planning by helping them realize their vision of professional fulfillment through practice support, learning, advocacy, and networking. Learn more about FPA at financialplanningassociation.org and on Twitter at twitter.com/fpassociation.

About Foundation for Financial Planning
The Foundation for Financial Planning is a Washington, DC-based 501(c)(3) charitable organization, solely devoted to supporting the delivery of pro bono financial planning to at-risk populations, including active military members and wounded veterans, people with cancer and other serious medical diagnoses, seniors and family caregivers, low-income individuals and their families, domestic violence survivors and many more. Dedicated to powering pro bono financial planning, FFP has provided more than $8.3 million in grants to national and community-based pro bono programs; worked with partners to activate more than 22,000 financial planners to volunteer their time and talents; and acted as a leader and catalyst to embed a rich tradition of pro bono service across the financial planning profession. Visit FFPprobono.org to learn more.