Heart of Financial Planning Award

The FPA of San Francisco award recognizes individual professionals (e.g. CFP®, attorney, professor, journalist), financial planning firms, or organizations who engage in extraordinary work, contributing and giving back to the financial planning community and public through financial planning.

The Financial Planning Association® (FPA®) is at the heart of financial planning connecting those who deliver, support and need financial planning. Recipients embody the heart of financial planning and represent FPA’s Core Values of integrity, competence, dedication to relationship building and stewardship.

Nominations can be made by any FPA of SF member with a description on how the nominee is making an extraordinary contribution in various areas including Pro bono, FPA member education, FPA Chapter support, Financial literacy, Professional innovation and Community education. Nominations are collected mid-year with the award presented at the December Chapter Meeting.

Download nomination form.  The due date for submissions for the FPA of SF chapter award is November 30th.

The FPA of San Francisco would like to congratulate winners from our San Francisco Chapter.

(*indicates San Francisco Chapter winners who also won the FPA National Heart of Financial Planning Award)


*Marco Chavarin


*Dr. David Yeske, CFP®


*Kacy Gott, CFP®


Gregg Clarke, CFP®


*Sabrina Lowell, CFP®


Ralph Latza, CFP®


*Tanya Steinhofer, CFA, CFP®


Chris Remedios, CFP®


Cynthia Flannigan, CFP®


Michael Ma, ChFC, CFP®, MSFS