The Financial Planning Association (FPA) announced the winners of its top awards, to be presented at FPA Experience 2012, Friday through Tuesday in San Antonio.
David King will be honored with a posthumous presentation of the 2012 P. Kemp Fain Jr. Award for his visionary devotion to the development of the financial planning movement as an established profession. He was the first chairman of the International Board of Standards and Practices for Certified Financial Planners (now CFP Board) and chaired the board of regents of the College for Financial Planning.
Wade Pfau will be the first recipient of the 2011 Montgomery-Warschauer Award, given by the editors of the Journal of Financial Planning to honor the paper that provided the most outstanding contribution for the betterment of the Journal’s readership in the preceding year. Since 2010, Pfau has published multiple articles in the Journal, and will be recognized for a paper published in May 2011.
The Heart of Financial Planning Award recognizes individual professionals, financial planning firms, FPA chapters or organizations who engage in extraordinary work, contributing and giving back to the financial planning community and public through financial planning. Ten recipients will be honored with this award at the conference.
Awardees are Jon Beyrer, FPA of San Diego; Reed Fraasa, FPA of New Jersey; Omega Hartman, FPA of New Jersey; Anja Luesink, FPA of New York; Ruth Lytton, FPA of Central Virginia; Kathy Muldoon, FPA of Dallas/Fort Worth; John (Dick) Power, FPA of Massachusetts; Neal Solomon, FPA of Northeastern New York; Richard Vodra, FPA of the National Capital Area; and David Yeske, FPA of San Francisco.
Beyrer has been a key person in the development of FPA San Diego’s two student chapters, as well as the chapter’s Pro Bono programs for military service members, domestic violence victims and the homeless. In 2011 he helped found The Professional Alliance for Children. He is a partner and vice president for Wealth Management at Blankinship & Foster in Solana Beach, Calif.
Fraasa was instrumental in establishing financial literacy as a chapter goal and developed relationships and project participation with local legislators and organizations supporting financial literacy. He is a past chairman of Alliance Forum and past chairman of the Chapters Leaders Advisory Council, and continues to volunteer by conducting seminars and leading meetings on management and organization techniques that enhance FPA chapter operations. Fraasa is president of Highland Financial Advisors.