FPANJ's John Crosby to Receive National Recognition for Advocacy Efforts

The Financial Planning Association will recognize Crosby at their national conference with the Heart of Financial Planning Award.
 
 
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* Financial Planning
* Heart of Financial Planning
* Government Relations

Industry:
* Finance

Location:
* Montclair - New Jersey - US

Subject:
* Awards

MONTCLAIR, N.J. - Sept. 10, 2016 - PRLog -- The Financial Planning Association of New Jersey (FPANJ) is pleased to announce that another of their members will be recognized at the national level for their dedication and involvement in elevating the profession and their clients' experience with a Heart of Financial Planning Award. The ceremony will take place during FPA's national conference in Baltimore Sept. 14 - 16, 2016.

John Crosby, CFP®, ChFC, CLTC, CRPC, is FPANJ's Advocacy Chairperson and was nominated for his work in state/federal advocacy and financial literacy. He is the managing director of Individual Financial Services, LLC in Middletown, NJ. Crosby spearheads the chapter's Grassroots Advocacy Associates Network, New Jersey State Capitol Events, and has participated in FPA Advocacy Day in Washington, D.C.

John's advocacy and financial planning skills along with his legislator and business relationships led to the Senate Majority Leader, Senator Stephen Sweeney, to ask John to serve on a special panel to address several financial issues including; The Secure Choice Savings Act, financial literacy, financial fraud, and estate and inheritance tax issues. He has also developed a key relationship with the state office of AARP where he has participated in financial literacy events.

The 2016 Heart of Financial Planning Award recognizes individual professionals, financial planning firms, and organizations that 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.

"John is tireless in his dedication to protect the integrity of the financial planning profession, but more importantly, he's been tireless in his focus to advocate for the public through advocating for laws that protect their investments, and protect their retirement savings," said Bill Stratton, FPANJ Board Chairman. "He truly represents the best of our profession."

ABOUT FPA of New Jersey and FPA:
Financial Planning Association of New Jersey is part of The Financial Planning Association® (FPA®). FPA connects those who need, support and deliver professional financial planning. FPA believes that everyone is entitled to objective advice from a competent, ethical financial planner to make smart financial decisions. FPA members demonstrate and support a professional commitment to education and a client-centered financial planning process. Working in alliance with academic leaders, legislative and regulatory bodies, financial services firms and consumer interest organizations, FPA is the community that fosters the value of financial planning, and advances the practice and profession of financial planning.

The Financial Planning Association® (FPA®) is the largest membership organization for personal financial planning experts in the U.S. and includes professionals from all backgrounds and business models. FPA members adhere to the highest standards of professional competence, ethical conduct and clear, complete disclosure to those they serve. Based in Denver, Colo., FPA works in alliance with academic leaders, legislative and regulatory bodies, financial services firms and consumer interest organizations. For more information about FPA, visit www.OneFPA.org or call 800.322.4237.For more information about FPA of New Jersey, visit http://fpanj.org.
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Tags:Financial Planning, Heart of Financial Planning, Government Relations
Industry:Finance
Location:Montclair - New Jersey - United States
Subject:Awards
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