NAPFA基金会公益服务奖

The NAPFA基金会’s Pro-Bono Service Award recognizes the community service work of NAPFA members who have contributed their time and financial planning expertise pro-bono to helping those in need in order to achieve positive financial outcomes in the future. This award is presented to a financial advisor or financial planning firm in recognition of their significant pro-bono contributions to a nonprofit organization, social services agency or directly to individuals through their own firm.

合同的细节

2023年NAPFA基金会公益服务奖获得者

Abacus财富合伙公司

Neela Hummel began her career in finance as an intern at Abacus财富合伙公司 in 2009, later earning her CFP® and working up the ranks to financial advisor, 合作伙伴, and Chief Advisory Officer before being named Co-CEO of Abacus in 2021, 和玛丽·贝丝·斯托约翰一起.

在Abacus工作期间, Neela曾担任两届董事会成员, developed its industry-leading parental leave policy (six months paid time off), 并发起了公司的女性倡议, 算盘姐妹会. She has helped grow Abacus as a values-aligned firm that supports gender equity through flexible policies, 创造职业道路, 薪酬透明度. As a result, over 50% of Abacus’ advisors are women, in an industry where 20% is the industry norm.

Neela’s work has centered around empowering and uplifting women in finance. 在她的职业生涯中, Neela has been a devoted mentor for women career changers and next generation talent. 她还主持过讲习班和讲座, 教的课程, and has been a keynote speaker at conferences including the Invest for Women Conference and 平安险’s Next Gen Gathering. She simultaneously devotes her time to working within the finance industry to guide leaders and stakeholders to build a more inclusive and gender equitable industry.

在她的职业生涯中, Neela has been recognized on LA Business Journal's Women of Influence list, by 投资的新闻' “40 under 40” for financial advisors, 出现在ABC 7频道新闻和你的钱(天狼星FM). She has been a guest on podcasts including Work Your Wealth, the People's Tax Page, and RIA Edge. Neela一直是Abacus博客的常客, 并在《三亿体育app》杂志上发表过文章, 投资的新闻, CNBC, 平安险, 财务规划, 《安卓版下载》杂志, 美国新闻, 男性健康, 和洛杉矶时报.

玛丽•贝丝•斯托约翰是Abacus财富合伙公司的联合首席执行官. 她是一名注册理财规划师, 作者, speaker and podcast host with 18 years of experience in the financial services industry. She joined Abacus in 2019 as Chief Marketing Officer after successfully launching and growing her own RIA firm. In 2022 she was appointed as Co-CEO alongside Neela Hummel.

相信“行动比语言更响亮”,” Storjohann is known for sparking conversations and change in the financial services industry by leaning into uncomfortable dialogue and decisions in an effort to help create a more equitable industry. 她是女性、多元化、平等的强烈倡导者 & 包容, 让你的金钱与你的价值观保持一致, and making financial advice accessible to underserved populations.

Mary Beth has made frequent appearances on NBC as a financial expert and has been featured in major media outlets such as The Wall Street Journal, 魅力, 美国国家公共电台, 《三亿体育app》, 妇女的健康, 世界性的, CNBC, 《三亿体育app》, 和更多的.

Her accolades include “Mo100 Top Impact CEOs” by Big Path Capital, 《安卓版下载》评选的“40岁以下40强”, “10 Young Advisors to Watch” by 《安卓版下载》杂志, and she was named one of the Top Ten Most Influential Advisors by Investopedia – a list that celebrates financial advisors making significant contributions to critical conversations about financial literacy, 投资策略, 人生阶段规划, 财富管理.

2021年NAPFA基金会公益服务奖获得者

鲍勃迅速

鲍勃迅速 founded TCI Wealth Partners and also his charity 3rd Decade. 3rd Decade® was founded to provide financial education and conflict-free advisor services to young adults. 鲍勃迅速, recognized an extreme deficit in financial education for young professionals. Their commitment is to providing access to professional mentoring and financial education through 3rd Decade program. Financial experts lead the 3rd Decade® program, to increase financial confidence and success.

而在你二三十岁的时候, it is the most critical time for planning and maximizing future financial success. Financial security is more about good money habits and decisions rather than how much you make. Poor financial decisions early in life can compromise your financial security for years. 至少, 我们想让你掌握这些知识, 技能, 以及做出正确财务决策的信心. which supports financial literacy to those in their third decade of life or 20s to 30s.

2019年NAPFA基金会公益服务奖获得者

Marjorie A Bennett, 非洲金融共同体

在2019 NAPFA秋季会议上, the NAPFA基金会 was honored to present its second Pro-Bono Service Award to Marjorie A Bennett, 非洲金融共同体, 芝加哥合伙人财富顾问公司合伙人. Previously she was Principal of Aegis Capital Management, 公司. Ms. Bennett has been involved in the asset management and general finance businesses since 1981. Marjorie reported the most pro-bono hours to the NAPFA基金会's inaugural “One Hour Challenge”.

Marjorie founded the charity Healthy Money Choices program in YWCA Kaua’i. Now in its 3rd year, it has served about 600 clients on the rural island of Kaua’i. The program started with a grant from the Allstate Foundation. 它为家庭暴力幸存者提供服务, 单亲妈妈和爸爸, 企业家, 卡普纳(长者)和学龄儿童. They help the vulnerable build financial health and independence with resources on budgeting, 信用修复, 投资, 职业指导和受教育机会. The program offers classes, a conference and one-on-one coaching. 参与者说“它将改变你的生活”.

2018年NAPFA基金会公益服务奖获得者

Stacy Francis, CFP®

2018年5月, the NAPFA基金会 presented its inaugural Pro-Bono Service Award to Stacy Francis, Francis Financial的总裁兼首席执行官, 公司.

史黛西是非营利组织“精明女士”的创始人, 哪一个帮助了超过15个,通过免费的一对一的财务咨询, 每周网络研讨会和研讨会. She has effectively utilized her financial industry connections to educate and empower women to take control of their finances through Savvy Ladies, 并主持了一个名为“从此以后的财务”的播客.