Three financial planners and two advisory firms will be honored for their work by the Financial Planning Association at its annual conference in Seattle in December.
Shawn J. Jacobson of Minneapolis, Mark Prendergast of Huntington Beach, Calif., and Celeste Revelli of Philadelphia will receive the FPA’s 2022 Heart of Financial Planning Award.
The FPA of Dallas/Fort Worth and the FPA of Southwest Florida have been named the 2022 Power of Financial Planning Award recipients by the FPA and the Foundation for Financial Planning for their pro bono work.
The Heart of Financial Planning Award recognizes financial planning professionals, firms and organizations that conduct work that gives back to the financial planning community and the public. Awardees exemplify the spirit of financial planning and represent FPA’s goal to elevate the profession, the FPA said.
The three recipients “are wonderful examples of professionals who understand that financial planning is a helping profession. Whether providing some advice to a colleague or rolling up their sleeves to help someone realize a sense of security through pro bono financial planning, they have each made the profession better,” FPA President Dennis J. Moore said in a statement.
Jacobson, a financial adviser with NorthRock Partners in Minneapolis, is a former chair of the Heart of Financial Planning Committee. He is a leader in the FPA of Minnesota "who has served for over 20 years in the profession and is credited with applying significant focus within the chapter to build, maintain, and develop leaders, all while giving the gift of financial literacy to the community,” the FPA said. He has been recognized for his work with financial literacy workshops.
Prendergast, who is the director of tax strategies at Inspired Financial in Huntington Beach, Calif., is a former FPA Knowledge Circle host and past member of the FPA Board of Directors. “He is credited for his significant contributions to the community, especially locally, through FPA of Orange County, where he has held numerous volunteer leadership positions. His efforts have focused on pro bono, mentorship, education, and community outreach. He is also credited for his legislative advocacy work and leadership of an in-office residency program for new financial planners,” the FPA said.
Revelli, who is director digital planning at Fidelity Investments in Philadelphia, is a former member of the FPA of the Philadelphia/ Tri-State area board of directors where she served as the Pro Bono Committee chair. “She is credited for her involvement and leadership in numerous programs in conjunction with FPA, the Foundation for Financial Planning, Volunteer Income Tax Assistance, and other local community organizations,” the FPA said. “She is also credited for her work in supporting programs for next-generation financial planners during her time at eMoney Advisor and for mentoring aspiring fintech professionals and creating financial planning roles and career paths in fintech.”