The annual award is given to the nominees who best display a commitment to the Four Core Values of the Financial Planning Association (FPA): Competence, Integrity, Relationships, and Stewardship, and whose extraordinary contributions advanced the financial planning profession and/or promoted financial literacy.
In nominating Omega Hartman for the award, Ray Streker CFP®, co-director of Pro Bono and Financial Literacy for FPANJ noted that the success of the chapter’s public outreach efforts, such as their work with United Way, the NJ National Guard, and the Newark/Elizabeth Financial Planning Days can all be traced back to Omega’s hard work and initiative.
William Stratton, financial consultant at Nova Financial Consulting in Manasquan, cited Reed Fraasa’s critical role in championing FPANJ’s early efforts to promote financial literacy in the state, which ultimately led to the passage of legislation establishing a two-year financial education pilot program in NJ high schools.
The awards were presented in a ceremony held at the Woodbridge Hilton on February 21st.
Both honorees will automatically be nominated for the 2012 FPA National Heart of Financial Planning Award presented at the FPA National Conference in San Antonio in September 2012.
The Financial Planning Association is the largest membership organization for personal financial planning experts in the U.S. and includes professionals from all backgrounds and business models. FPA helps connect thousands of consumers to competent and ethical planners who uphold the FPA Standard of Care. Based in Denver, Colo. FPA has almost 100 chapters throughout the country representing members involved in all facets of providing financial planning services.
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One of the 10 largest chapters of the Financial Planning Association with almost 800 members, the FPANJ is a not-for-profit, member driven organization dedicated to promoting the disciplined, ethical practice of the financial planning process, helping people achieve their goals and dreams.