The Financial Planning Association is recognizing three individuals with its 2024 Heart of Financial Planning Award.
Aaron Coates, CFP, Mark Johannessen, CFP, AIF, and Catherine Seeber, CFP, CeFT, will receive the award, which honors financial planning professionals, firms and organizations that demonstrate “remarkable commitment and passion for contributing to or giving back to the financial planning community and/or public,” according to the FPA.
Coates, founder of Relevant Financial Advisors, LLC, in Elkhart, Ind., is a primary founder of FPA NexGen, which was started almost 20 years ago to provide a supportive community to new and aspiring financial planners.
Johannessen, a private wealth manager and partner of Creative Planning in McLean, Va., is “among the most impactful leaders in the history of FPA and the profession,” according to the FPA. Over the past 30 years, he has served in numerous local and national leadership roles, including as FPA president in 2008. Johannessen initiated the FPA’s pro bono financial planning relief effort for families of victims of the Sept. 11, 2001, attacks.
Seeber, principal and financial advisor at CAPTRUST, in Lewes, Del., is a past member of the FPA Board of Directors and chair of CAPTRUST’s AdviseHers Initiative, chair of CAPTRUST’s Financial Planning Focus Group and past instructor of the CAPSTONE course at the University of Delaware.
