NAPFA Foundation Pro-Bono Service Award
The NAPFA Foundation’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.
2021 NAPFA Foundation Pro-Bono Service Award Recipient
Bob Swift 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. Bob Swift, 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.
While in your 20s and 30s, 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. At a minimum, we want you to have the knowledge, skills, and confidence to make good financial decisions. which supports financial literacy to those in their third decade of life or 20s to 30s.
2019 NAPFA Foundation Pro-Bono Service Award Recipient
Marjorie A Bennett, CFA
At the 2019 NAPFA Fall Conference, the NAPFA Foundation was honored to present its second Pro-Bono Service Award to Marjorie A Bennett, CFA, Partner at Chicago Partners Wealth Advisors. Previously she was Principal of Aegis Capital Management, Inc. 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 Foundation'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. It serves domestic violence survivors, single moms and dads, entrepreneurs, kapuna (elders) and school age children. They help the vulnerable build financial health and independence with resources on budgeting, credit repair, investing, career coaching and access to education. The program offers classes, a conference and one-on-one coaching. Participants have said “It’ll change your life”.
2018 NAPFA Foundation Pro-Bono Service Award Recipient
Stacy Francis, CFP®
In May 2018, the NAPFA Foundation presented its inaugural Pro-Bono Service Award to Stacy Francis, President and CEO of Francis Financial, Inc.
Stacy is the founder of the non-profit Savvy Ladies, which has helped more than 15,000 women through free one-on-one financial counseling, weekly webinars and workshops. She has effectively utilized her financial industry connections to educate and empower women to take control of their finances through Savvy Ladies, and by hosting a podcast called Financially Ever After.