奖
NAPFA奖的获得者
2023
NAPFA Inspiring Leader Award - Jessica Hovis Smith, CFP®, CPWA®, CLU®, CAP®,
NAPFA New Professional Award - Daniel M. Yerger, MBA, CFP®, ChFC®, AIF®, CDFA®
NAPFA Special Achievement Award - Geoffrey Brown, CAE
NAPFA Excellence in DEI Award - Oak Wealth Advisors, LLC and CI Budros Ruhlin Roe (CI BRR)
NAPFA基金会 Pro Bono Service Award - Abacus Wealth Partners
Learn more about each 2023 award recipient 在这里.
2022
NAPFA Special Achievement Award - Dr. 安·库尔森
NAPFA New Professional Award - Abby Hasling
NAPFA Inspiring Leader Award - Mindy Neira
2021
罗伯特J. Underwood Distinquished Service Award - Tim Kober
NAPFA Special Achievement Award - Pam Krueger
NAPFA Special Achievement Award - Vickie Hampton
NAPFA New Professional Award - Stephanie James
NAPFA New Professional Award - Ben Jacobs
NCEF Pro-Bono Service Award - Bob Swift
2020
罗伯特J. Underwood Distinguished Service Award - Scott Beaudin
NAPFA Special Achievement Award - Dr. 露丝利顿
NAPFA Special Achievement Award - Michael C. Kitces
NAPFA New Professional Award - Stephen Fletcher
NAPFA Inspiring Leader Award - Brian Pon
2019
罗伯特J. Underwood Distinguished Service Award - Giles Almond
NAPFA Special Achievement Award - Sharon Epperson
NAPFA New Professional Award - John Bohnsack
NCEF Pro Bono Service Award - Marjorie A. 班尼特
2018
罗伯特J. Underwood Distinguished Service Award - Marjorie Fox
NAPFA Inspiring Leader - Brian Thompson
NAPFA Special Achievement Award - Jill Schlesinger
NAPFA New Professional Award - Jacob Kuebler
NCEF Pro Bono Service Award - Stacy Francis
2017
罗伯特J. Underwood Distinguished Service Award - Bernie Kiely
NAPFA New Professional Award - Danielle Seurkamp
NAPFA Special Achievement Award - Phyllis Borzi
2016
罗伯特J. Underwood Distinguished Service Award - Peggy Cabaniss
NAPFA Inspiring Leader Award - Melissa Hammel
NAPFA New Professional Award - Samantha Anderson
NAPFA Special Achievement Award - Carolyn McClanahan
2015
罗伯特J. Underwood Distinguished Service Award - Mary Malgoire
NAPFA Inspiring Leader - Jennifer Lazarus (formerly NAPFA Special 成员hip)
NAPFA New Professional - Alan Moore
NAPFA Special Achievement Award - Richard Sincere
2014
罗伯特J. Underwood Distinguished Service Award - William P. Bengen
2013
罗伯特J. Underwood Distinquished Service Award - Thomas Orecchio
NAPFA Special 成员hip Award - Ron Pearson
NAPFA Special 成员hip Award - Linda Patchett
2012
罗伯特J. Underwood Distinquished Service Award - Ellen Turf
NAPFA Special 成员hip Award - Linda Gadkowski
NAPFA Special Achievement Award - Brooksley Born
2011
罗伯特J. Underwood Distinquished Service Award - Robert E. 马宏升
NAPFA Special 成员hip Award - Gene & 迪Balliet
2010
罗伯特J. Underwood Distinquished Service Award - Diahann W. Lassus
2009
罗伯特J. Underwood Distinguished Service Award - Roy Komack
NAPFA Special 成员hip Award - Nancy Hradsky
NAPFA Special Achievement Award - Jean Chatzky
2008
罗伯特J. Underwood Distinguished Service Award - John Sestina
NAPFA Special 成员hip Award - Annette Simon
NAPFA Special Achievement Award - Clark Howard
2007
罗伯特J. Underwood Distinguished Service Award- Richard R. 李小.
2006
罗伯特J. Underwood Distinguished Service Award – Sheryl Garrett
NAPFA Special Achievement Award – J. 小托马斯·布拉德利.
NAPFA Special 成员hip Award – Kathleen Cotton and Nancy Nelson
2005
罗伯特J. Underwood Distinguished Service Award - Warren Mackensen
2004
罗伯特J. Underwood Distinguished Service Award - William Prewitt
NAPFA Special Achievement Award - Eliot Spitzer
2003
罗伯特J. Underwood Distinguished Service Award - Gary Schatsky
NAPFA Special 成员hip Award - Richard Hammel
NAPFA Special Achievement Award - Bob Veres
2002
NAPFA Special 成员hip Award - Bert Whitehead
罗伯特J. Underwood Distinguished Service Award - Paula Hogan
2001
NAPFA Special Achievement Award - Arthur Levitt
NAPFA Special 成员hip Award - Richard Bellmer, Robert 马宏升
2000
NAPFA Special 成员hip Award - Bernie Kiely & 黛安娜MacPhee
1999
罗伯特J. Underwood Distinguished Service Award - Susan John
NAPFA Special Achievement Award - John C. 可怕的人或物
1998
罗伯特J. Underwood Distinguished Service Award - Mark F. 斯潘格勒
1996
Distinguished Service Award - David J. 德鲁克
1995
Distinguished Service Award - John Darragh, David Petersen - Founders of Affording Care & 资源网络
1994
杰出服务奖-美国.S. 代表. 爱德华J. 马基-立法主任
1993
杰出服务奖- F .丹尼尔·贝尔三世董事/消费者代表
1992
Distinguished Service Award - Lewis J. 兄弟们，nasa候任主席
1991
Distinguished Service Award - Barbara Roper, CFA/Consumer Activist
1990
Distinguished Service Award - Jane Bryant Quinn, Newsweek Columnist
1989
Distinguished Service Award - Kathryn McGrath - Director of Investment Management Division
1988
罗伯特J. Underwood Pioneering Award - Edward C. 哈特曼董事/行政副总裁
Financial Planner of The Year Award - Peggy Ruhlin-NAPFA Member
1987
罗伯特J. Underwood Pioneering Award - Vernon Woodrum -BOD/General Matters
Financial Planner of The Year Award - J. Randy hedlundnapfa成员
1986
罗伯特J. Underwood Pioneering Award - Harold Gourges - Publisher of Gourgues 代表ort
Financial Planner of The Year Award - Mary Malgoire-President/BOD
1984
Financial Planner of the Year Award - J.D施瓦茨-荣誉董事会