This year, a free board of three planners and financial advisors earned the Financial Planning Institute’s highest honor.
FPA’s Heart of Financial Planning Award James Lee, this year’s FPA president and founder of Lee Investment Management of Saratoga Springs, N.Y., said advisors and others who “embodied the primary purpose” of the organization to “elevate the life-changing profession.” He said he would honor the planning experts. .
Past winners include Externship Training Program Founder Hannah MooreAdvisors Lazetta Rainey Braxton and Luis Barajas, Pro Bono Financial Counseling Nonprofit Savvy Ladies and Life Planning Pioneer George Kinder.
The FPA Committee will review the nominations and recommend the winners to the organization’s board of directors, who will vote on the winners. Lee said the award, now in its 18th year, focuses on “service to professionals and communities” through financial education, pro bono work and other areas.
“Essentially, financial planning is a helping profession, so financial planners and FPA members naturally help their clients’ businesses,” Lee said. “That instinct for help doesn’t just stop at helping customers. They also want to help previously underserved people in the financial services industry. We want to help them develop money skills and habits.They want to help each other in many ways.” Activities at the FPA chapter level. “
Scroll down the slideshow for information about the 2023 winners. FPA’s Heart of Financial Planning Awards. For tips on retaking the CFP exam, visit click here. To get information about a new meeting for Hispanic advisors in September just before the FPA’s annual meeting, please visit: this link.