Advisors Lazetta Rainey Braxton, Elizabeth Jetton and Janet Stanzak will receive the 2018 Heart of Financial Planning Award from the Financial Planning Association.
“The noble profession we know today, and the advancement of it, can be attributed to these leaders, and others, who have demonstrated their 'heart' by sharing the benefits of financial planning with others and giving back to our community," stated 2018 FPA President Frank Paré in a release.
The FPA’s Heart of Financial Planning Award shows appreciation to professionals, firms and organizations that demonstrate and represent the FPA’s core values, which are competence, integrity, relationships and stewardship.
According to the FPA, Jetton, who is the co-founder of the succession planning consulting firm Turning Point in Atlanta, is being recognized for “reinvigorating” the FPA retreat, her involvement with the NexGen community, mentoring the FPA residency program since 2001 and “facilitating the annual gathering” on multiple occasions. Jetton served as the association’s president in 2004.
The FPA recognizes Stanzak, the principal of financial planning firm Financial Empowerment LLC in Bloomington, Minn., for leading BestPrep’s Financial Matters Initiative in teaching students basic financial planning and working with low-income individuals and families on their finances with the organization Love In the Name of Christ (Love INC). She’s also been on the FPA’s Board of Director from 2010 to 2015 and was the president in 2014.
The FPA says it was recognizing Braxton, the founder and CEO of wealth management firm Financial Fountains in Baltimore and the 2018 chair of the FPA Diversity Committee, for installing the Business of Diversity educational track into the FPA Annual Conference and “implementing the first virtual learning center webinar on a diversity topic.”
The FPA will present Braxton, Jetton and Stanzak with the award at the 2018 FPA Annual Conference in October. The conference will be held in Chicago.