NCEF PRO-BONO SERVICE AWARD

The NAPFA Consumer Education 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 NCEF Pro-bono Service Award Winner: Bob Swift, Third Decade Inc. , TCI Wealth Partners

The NAPFA Consumer Education Foundation’s (NCEF) Board of Trustees is honored to name Bob Swift as the 2021 NCEF Pro-Bono Service Award recipient.

Bob founded TCI Wealth Partners and also his charity 3rd Decade3rd 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 NCEF Pro-bono Award Winner: Marjorie A Bennett, CFA

At the 2019 NAPFA Fall Conference, the NAPFA Consumer Education Foundation (NCEF) was honored to present its second NCEF 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 NCEF’s inaugural “One Hour Challenge”.

2019 NCEF Pro-Bono Award Winner Marjorie Bennett, CFA (holding award), with NCEF Board of Trustees Vice President Jennifer Sanchez at the 2019 NAPFA Fall Conference, Chicago, IL (Click on photo to see video)

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 NCEF Pro-bono Award Winner: Stacy Francis, CFP

In May 2018, the NAPFA Consumer Education Foundation (NCEF) presented its inaugural NCEF Pro-Bono Service Award to Stacy Francis, President and CEO of Francis Financial, Inc.

2018 NCEF Pro-Bono Award Winner Stacy Francis (holding award), with several NCEF board members pictured L-R: Ann Coulson, Brenda Knox, Jim Cantrell, Jennifer Sanchez and Anne Gibson

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.

 

 

 

 

 

 

Click here for award criteria and the 2022 award nomination form.

Learn more about volunteering your pro-bono services through NCEF.

FOUNDATION OFFICE

NAPFA Consumer Education Foundation
8700 W. Bryn Mawr Ave., Suite 700N
Chicago, IL 60631
(847) 483–5400 ext. 106
foundation@napfa.org

 

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