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​Award winners to be honored at the FPA Annual Conference in Boston

 

DENVER– The Financial Planning Association® (FPA®) today announced the winners of its top awards, which will be presented at the FPA Annual Conference – BE Boston 2015, Sept. 26-28 at the Boston Convention and Exhibition Center. FPA will present the 2015 P. Kemp Fain, Jr., Award and two 2015 Heart of Financial Planning Awards.

 

The 2015 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 2015 P. Kemp Fain, Jr., Award is Roy Diliberto, CFP®, ChFC.

 

Diliberto, who is founder of RTD Financial Advisors, Inc. with six offices along the eastern seaboard and a headquarters in Philadelphia, Pa., is widely recognized as one of the pioneers of the financial planning profession and among the innovators of financial life planning. His process and approach to  planning was the basis for his book, Financial Planning: The Next Step: A Practical Approach to Merging Your Clients' Money with their Lives, published by FPA Press in 2006, and was further covered in his second book, Basic Truths for Financial Life Planners, which was published in 2014.


A graduate of Temple University, Diliberto earned his CERTIFIED FINANCIAL PLANNER™ (CFP®) certification in 1985. A frequent speaker at meetings for financial planners, he has given generously of his time to many financial planning colleagues over the years and writes a bi-monthly column for Financial Advisor Magazine. He helped lead FPA as its first president in 2000 when the International Association for Financial Planning (IAFP) and the Institute of Certified Financial Planners (ICFP) merged to form the association.


Diliberto has also served on the Advisory Boards of Schwab Institutional and TD Ameritrade, and as a member of the Temple University Planned Giving Advisory Council and the Temple Owl Club Board of Directors. He was recognized by InvestmentNews as one of 15 people in the United States who "Transformed Financial Planning."   


The 2015 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:

  • Leslie Beck, CFP®, MBA (FPA of New Jersey) – Beck has been a dynamic leader in the FPA of New Jersey chapter for years, having served on numerous committees and as president and chair of the chapter. Her work with the state on the New Jersey Senior Designation Abuse Bill and with the New Jersey Financial Education in High School Bill have won her many accolades among her peers and public. Beck, who is principal of Compass Wealth Management, LLC in Wood Ridge, N.J., has been described by her peers as someone who has advocated for increased community, cooperation and relevancy within FPA and the financial planning profession.

  • ​Sabrina Lowell, CFP® (FPA of San Francisco) – Lowell has served on numerous task forces and committees for local and national education events, but her service goes well beyond conference involvement. She has participated in the National Consumer Advocacy Group and the Professional Development Advisory Group, the San Francisco FPA Career Development Committee, and was one of the early 'founding' members of FPA NexGen. Lowell, who is an adviser and COO at Mosaic Financial Partners, Inc. in San Francisco, Calif., is also active in volunteer pro-bono efforts, including working with the Earned Asset Resource Network, Financial Planning Days and in the Junior League.​​