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.”

In its fourth year, the Power of Financial Planning award is given to advisors and firms that elevate the financial planning profession by providing quality pro bono financial planning and advice to underserved populations.

“Pro bono financial planning has been engrained in FPA’s culture for over two decades. Our national network of local chapters does an outstanding job of helping underserved and at-risk members of their local communities benefit from this life-changing financial planning advice,” Moore said. “FPA of Dallas/Fort Worth and FPA of Southwest Florida have spent the past 12 months working to make financial planning more accessible to members of their respective communities.”

The FPA of Dallas/Fort Worth is the large chapter recipient. The chapter provided multiple pro bono opportunities for members, served a high number of community members, and employed creative ways of enhancing engagement and visibility, including a Pro Bono Partner Spotlight at chapter meetings throughout the year, the FPA and Foundation for Financial Planning said. In particular, “the chapter focused pro bono efforts on helping Wings for Widows, a non-profit focused on financially empowering women coping with loss. Chapter members engaged with widows and widowers to provide one-on-one financial planning services.”

The FPA of Southwest Florida is being honored as the small chapter recipient. “The chapter saw impressive pro bono results for a chapter of its size, including comprehensive outcome measures and reporting, utilization of a strong program delivery model by partnering with local nonprofit organizations, and partnering with students studying finance at a local university to provide translation services. Among their efforts, the chapter worked with Grace Place for Children & Families to deliver a series of financial literacy workshops to families in low-income neighborhoods,” the FPA and foundation said.