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Financial Planning > Charitable Giving

FPA Honors 4 Financial Planners for Giving Back to the Profession and Public

By Emily Zulz

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The Financial Planning Association announced the winners of its 2017 Heart of Financial Planning Award, which recognizes financial planning professionals, firms and organizations that demonstrate remarkable commitment and passion to contribute or give back to the financial planning community or public.

This year’s awardees are Michael Branham, a member of FPA of Minnesota; Scott M. Kahan, a member of FPA of New York; Marty Kurtz, a member of FPA of Illinois; and Tanya Steinhofer, a member of FPA of San Francisco.

“It is a privilege to recognize the extraordinary accomplishments of these FPA members who have made a difference in both the profession and in their communities,” Shannon Pike, 2017 FPA president, said in a statement. “Financial planning is critical to achieving financial security and prosperity. These individuals have demonstrated a strong commitment to building the financial planning profession while helping others achieve their goals, exemplifying the true meaning of the Heart of Financial Planning.”

Branham, a senior financial planner at The Planning Center serving both the Twin Cities and Alaska, was nominated for his ongoing commitment to the future of financial planning and helping to advance aspiring CFP professionals into the profession.

“As the youngest president of FPA in 2013, Branham was a thoughtful and articulate voice for the financial planning community and the profession,” according to FPA. He was 39 at the time.

His leadership in FPA has been extensive – having served as chair of the FPA Advocacy Committee, president of the FPA NexGen community and within the FPA of Minnesota.

Branham has also been a passionate voice in Washington, D.C. in support of the fiduciary standard of care.

Kahan, who is the president and senior financial planner at Financial Asset Management Corp. in New York, was nominated for his devotion to helping underserved populations harness the power of financial planning.

Kahan has served on the Board of Trustees and the Finance Committee for the Foundation for Financial Planning.

According to the FPA, his dedication to help those in need get access to financial planning is evidenced through his volunteer work with individuals affected by the 9/11 attacks, his participation on the Board of Directors for the Horace Greely Scholarship Fund, and in his role on the Board of Directors for the Financial Planning Clinic.

Kurtz was nominated for his dedication to inspiring the next generation of financial planners and for his unwavering support of the fiduciary standard. Kurtz, who is the founder and partner at The Planning Center servicing six locations across the country, also served as a member of the FPA Board of Directors from 2009 to 2012, and as the 2011 FPA president.

In 2001, he was appointed to the CFP Board of Professional Review and served as chair in 2005. He also served as dean of FPA Annual Retreat in 2015 and 2016.

Steinhofer, who is principal of Redwood Grove Wealth Management in Marin County, California, was nominated for her passion for serving both the financial planning community and the public. Steinhofer has promoted lifelong learning while serving as president and chair of her local FPA chapter.

She is also dedicated to helping women and families with young children gain financial stability. Steinhofer serves on the Advisory Board for the Bay Area Financial Education Foundation, which helps to foster economic education and financial literacy among Bay Area youth.

Branham, Kahan, Kurtz and Steinhofer will be honored at the 2017 FPA Annual Conference on Oct. 2-4 in Nashville.

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