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Financial Planning > Charitable Giving

FPA Recognizes Accomplished Planners

By Kara P. Stapleton

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The Financial Planning Association (FPA) announced the winners of its second annual Heart of Financial Planning Distinguished Service Awards, recognizing those who “engage in extraordinary work to contribute to the financial planning community and/or to the public through financial planning.”

This year’s winners include:

Humberto Cruz, who for more than 15 year has advocated the financial planning process in his syndicated columns, “The Savings Game” and “Retire Smart,” which appear in nearly 120 newspapers worldwide.

Gwen Fletcher, for the development of the financial planning profession in Australia. She applied for one of the first Australian licenses to be a financial planner and established the first investment training course in that country.

Patricia Garman, of Capital Planning and Investments, Inc. and FPA of National Capital Area, for providing financial assistance to those in need. Her company focuses on assisting middle-class workers with a reasonable income, but little or no assets.

Larry Johnson, for his involvement in the merger between the FPA’s predecessor organizations, the IAFP and ICFP, and for his service as chair of the Board of Trustees of the Foundation for Financial Planning. Under his leadership the Foundation raised almost $4.5 million in new pledges to help fund Foundation grants.

Royce Monk, for advocating the need for financial literacy and creating and identifying opportunities for matching FPA’s resources with needs in the community.

Bobbie Munroe, for teaching young adults healthy financial habits, and her creation of many alliances between FPA of Georgia and other community organizations such as Georgia Society of CPAs, YWCA, and the Georgia Consortium for Personal Financial Literacy.

James Tissot, for his dedication to preparing those who were thinking about becoming independent planners and for using his knowledge to give back to the community by providing pro bono financial planning for those with HIV/AIDS.

Finally, James Russell Parker was recognized posthumously as an award recipient. He served those seeking financial guidance, often becoming a mentor for those studying for their CFP certification. He served as director of the CFP program at the University of Texas at San Antonio. He also served as 2008 chapter president-elect of FPA of San Antonio and South Texas.

The Heart of Financial Planning Distinguished Service Awards will be presented at FPA Seattle 2007 during the FPA and Foundation for Financial Planning Heart of Financial Planning Awards and Charitable Gala on September 8 (www.FPAAnnualConvention.org).

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