Nominations are Now Closed!
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. The October 15th date to submit nominations has now passed. The award will be presented at the November Chapter Meeting.
(*indicates San Francisco Chapter winners who also won the FPA National Heart of Financial Planning Award)
2010
*Marco Chavarin
2011
*Dr. David Yeske, CFP®
2012
*Kacy Gott, CFP®
2013
Gregg Clarke, CFP®
2014
Sabrina Lowell, CFP®
2015
Ralph Latza, CFP®
2016
*Tanya Steinhofer, CFA, CFP®
2017
Chris Remedios, CFP®
2019
Cynthia Flannigan, CFP®
2020
Michael Ma, ChFC, CFP®, MSFS
2023
Chris Remedios, CFP®
2025
Jeff Wong
