Saundra Davis Honored with FPA 2010 Heart of Financial Planning Award
Saundra Davis, financial planner and management consultant of Sage Financial Solutions was recently honored by the Financial Planning Association® (FPA®) with a 2010 Heart of Financial Planning Award.
- San Francisco, CA (1888PressRelease) October 07, 2010 - The Heart of Financial Planning Award recognizes individual professionals, financial planning firms, FPA chapters, or organizations who engage in extraordinary work, contributing and giving back to the financial planning community and public through financial planning. Recipients embody the heart of financial planning and represent FPA's Core Values of integrity, competence, dedication to relationship building and stewardship.
Davis is honored for her passion in providing high-quality pro bono financial planning to the working poor. She has volunteered thousands of hours over the past five years by serving as a key leader for the FPA of San Francisco Pro Bono Committee; coordinating monthly financial planning workshops for The Earned Assets Resource Network (EARN); developing the Financial Education Network - San Francisco (FEN-SF) and continuing to support FEN-SF by teaching professional development classes on financial coaching and financial planning; and developing the financial coaching adult education program for Project Read.
"The Heart of Financial Planning Awards highlights those who go above and beyond to give back to their communities and the financial planning profession," said Marv Tuttle, Executive Director and CEO of the Financial Planning Association. "FPA is thrilled to recognize our 2010 winners who have demonstrated and epitomized the commitment and spirit of our profession's focus on serving the public good."
Davis will be presented with the Award at FPA Denver 2010, the annual conference of the financial planning community to be held October 9-12 at the Colorado Convention Center in Denver, Colo.
About The Financial Planning Association
The Financial Planning Association is the largest membership organization for personal financial planning experts in the U.S. and includes professionals from all backgrounds and business models. FPA connects thousands of consumers to competent and ethical planners who uphold the highest standards.
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 financial planning profession.
Based in Denver, Colo., FPA has 95 chapters throughout the country representing tens of thousands of members involved in all facets of providing financial planning services.
Continuing in the spirit of Financial Planning Week (October 4-8), the San Francisco Chapter of the FPA will host Financial Planning Day on October 16 at UC - Hastings College of Law in San Francisco. Experts from the FPA and Certified Financial Planner™ professionals will address personal financial concerns, questions, and interests on a pro bono basis. Attendees will have the opportunity to meet one-on-one with financial experts and to attend a series of educational workshops for advice on a variety of personal financial topics. For more information about this event, visit www.financialplanningdays.org.
For more information about FPA, visit www.FPAnet.org or call 800.322.4237.