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.
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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.