FPA to honor winners at FPA Annual Conference in Seattle
DENVER– The Financial Planning Association®
) today announced the winners of its top awards, which will be presented at the FPA Annual Conference – BE Seattle 2014
, Sep. 20-22 at the Washington State Convention Center in Seattle. FPA will posthumously honor Lynn Hopewell, CFP®
, with its prestigious 2014 P. Kemp Fain, Jr., Award as well as presenting two Heart of Financial Planning Awards.
The 2014 P. Kemp Fain, Jr., Award is bestowed upon an individual who has made outstanding contributions to the financial planning profession in the areas of service to society, academia, government and professional activities, and upholds FPA’s Core Values of competence, integrity, relationships and stewardship. The winner of the 2014 P. Kemp Fain, Jr., Award is Lynn Hopewell, CFP®.
Hopewell was a visionary leader in the financial planning profession until his passing in 2006 at the age of 68, whose work continues to impact those in the profession today. Besides volunteering extensively with FPA and its predecessor organizations, Hopewell served two terms on the Board of Governors (now board of directors) of the Certified Financial Planner Board of Standards. But his lasting impact came through his contributions to the Journal of Financial Planning and increasing the profession’s body of knowledge.
Hopewell served as editor of the Journal of Financial Planning from 1992-95, where he contributed greatly to the publication’s quality of writing and research. In 1997, he published a paper in the Journal titled “Decision Making Under Conditions of Uncertainty: A Wakeup Call for the Financial Planning Profession,” that, for the first time, introduced stochastic modeling – including the use of Monte Carlo Simulations – to the profession. He also co-authored additional papers on this topic, including “Modeling the Future,” that was published in the Journal in 2000. A paper that industry leader Dr. David Yeske, CFP®, says, “For this contribution to the profession alone, I believe Lynn deserves the highest honor FPA can offer.”
The 2014 Heart of Financial Planning Award recognizes individual professionals, financial planning firms, and organizations that engage in extraordinary work, contributing and giving back to the planning community and public through financial planning. Recipients embody the spirit of financial planning and also represent FPA's Core Values. This year’s honorees are:
Rick Fingerman, CFP®, CDFA (FPA of Massachusetts) – Since 2008, Fingerman has led the FPA of Massachusetts pro bono coaching program at the Dana Farber Cancer Institute, which has helped more than 300 patients and families. Fingerman spearheads all facets of the program, including training coaches, developing processes and procedures, and collaborating with Dana Farber staff to continually improve on the program. A strong believer in the connection between financial, physical and mental stress, Fingerman is a past president of the FPA of Massachusetts chapter and is the managing partner and co-founder of Financial Planning Solutions, LLC in Newton, Mass.
Louis Barajas, MBA, CFP® (FPA of Orange County) – The son of Mexican immigrant parents, Barajas has used his personal experiences as a foundation for the educational work he does with people of all backgrounds and income levels and in his work with the Latino community. The author of five consumer finance books, his work led FPA member Lazetta Rainey Braxton, MBA, CFP® to say, “Louis has proved that altruism and profitability can work together for the common good of all.” A past member of the FPA Board of Directors and former member of the FPA Diversity Committee, Barajas is founder of Financial Literacy LAB™ in Santa Fe Springs, Calif.