FPA to honor leaders in the financial planning profession at FPA Experience 2013
DENVER– The Financial Planning Association® (FPA®) today announced the winners of its top awards, which will be presented at FPA Experience 2013, Oct. 19-21 at the Orange County Convention Center in Orlando, Fla. FPA will honor Elissa Buie, CFP®, with its prestigious 2013 P. Kemp Fain, Jr. Award as well as presenting four Heart of Financial Planning Awards.
Industry leaders strive for excellence, even in times of uncertainty, and are instrumental in the development of the financial planning profession. These pioneers can be found giving back to their communities, rallying support on advocacy issues and educating the future of the profession.
2013 P. Kemp Fain, Jr. Award: This award, to be bestowed upon Elissa Buie, CFP®, recognizes 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: competence, integrity, relationships and stewardship.
Buie is a consistent force in the profession. Previously, her leadership skills and focus were instrumental in the founding of FPA through the merger of the Institute of Certified Financial Planners (ICFP) and the International Association for Financial Planning (IAFP). Buie has worked to ensure that the value of the CFP® mark would continue to strengthen through her work as past Chair of FPA and her participation with various CFP Board projects and presentations. Buie has also contributed regularly to the profession through her articles and presentations on topics both technical and practice management related.
Buie currently sits on the Board of Trustees of the Foundation for Financial Planning and is the Foundation’s current Chair.
Buie is dedicated to the development and education of future advisers. She is a mentor to interns and other new planners and is instrumental in educating future professionals as a Dean in FPA's Residency Program where she addresses the interior and relational aspects of financial planning. She is also a professor at Golden Gate University’s Ageno School of Business, where she co-instructs Cases in Financial Planning.
The Heart of Financial Planning Award: This award recognizes individual professionals, financial planning firms, FPA chapters and organizations who 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:
Elaine E. Bedel, CFP® (FPA of Greater Indiana) – Bedel is a dedicated volunteer and advocate for the financial planning profession. She strives to educate consumers through books, articles and national and international speaking. Active in her community and in professional associations, her tireless efforts have contributed significantly to financial planning being recognized as a profession. Recently acknowledged as one of Indianapolis' Top Financial Planning Firms by the Indianapolis Business Journal, she is president and owner of Bedel Financial Consulting, Inc. in Indianapolis, Ind.
Harold Evensky, CFP®, AIF® (FPA of Miami) and Deena Katz, CFP®, LHD (FPA of West Texas) – Evensky and Katz are an unmatched force in the financial planning profession. They have dedicated themselves to the profession and to educating current and future advisers through teaching, internship coordination and writing books. As industry thought leaders, they have been a driving force nationally and internationally for the profession and are active on numerous boards and committees within FPA and other organizations. They are founders and owners of Evensky and Katz Wealth Management in Coral Gables, Fla. and Lubbock, Texas.
Kacy Gott, CFP® (FPA of San Francisco) – Gott is a passionate volunteer and avid educator in the financial planning profession. He has been active with FPA on the local and national level through several committees, Board of Directors involvement and most recently with FPA’s Diversity Initiatives. Gott is a mentor for future planners through teaching and the FPA Residency program. His drive to always better the profession is apparent through his involvement with the CFP Board’s Council on Education where he helped develop the requirement for the capstone financial plan development class, which increases student preparedness for the profession. Gott is a director and principal of Aspiriant in San Francisco, Calif.
Savvy Ladies – New York City-based non-profit has empowered more than 10,000 women to take steps towards financial freedom and to make their own choices about money. Savvy Ladies is committed to educating women about the importance of financial planning in order to protect themselves against economic hardship while empowering them to build a stable future. They offer programs and services that include seminars, webinars, a retreat, a monthly financial fitness hotline and a newsletter that are free to women who can’t afford to have their own financial planner.