The Financial Planning Association will present its 2022 Heart of Financial Planning Award to Shawn J. Jacobson, Mark Prendergast and Celeste Revelli at the group’s annual conference in Seattle in December.
The award recognizes financial planning professionals, firms and organizations that demonstrate remarkable commitment and passion for contributing or giving back to the financial planning community and/or public, the FPA said in a press release Monday.
Shawn J. Jacobson, a financial adviser with NorthRock Partners in Minneapolis, Minnesota, has been an active member in FPA of Minnesota for many years. Mark Prendergast, director of tax strategies at Inspired Financial in Huntington Beach, California, is a former FPA Knowledge Circle host and past member of the FPA Board of Directors. Celeste Revelli is director of digital planning at Fidelity Investments based in Philadelphia, Pennsylvania, and a former director of the FPA of the Philadelphia/Tri-State area board of directors.
Relationships are key to our business but advisors are often slow to engage in specific activities designed to foster them.
Whichever path you go down, act now while you're still in control.
Pro-bitcoin professionals, however, say the cryptocurrency has ushered in change.
“LPL has evolved significantly over the last decade and still wants to scale up,” says one industry executive.
Survey findings from the Nationwide Retirement Institute offers pearls of planning wisdom from 60- to 65-year-olds, as well as insights into concerns.
Streamline your outreach with Aidentified's AI-driven solutions
This season’s market volatility: Positioning for rate relief, income growth and the AI rebound
