The Advisory Career

Financial Planning Association Honors Financial Planners for Giving Back to the Profession, Public

Four to receive the 2017 Heart of Financial Planning Award

DENVER (September 14, 2017) – The Financial Planning Association® (FPA®), the country’s largest membership association for Certified Financial Planner™ (CFP®) professionals and those who support the financial planning process, is pleased to recognize Michael Branham, CFP®, Scott M. Kahan, CFP®, Marty Kurtz, CFP® and Tanya Steinhofer, CFP®, CFA as winners of the association’s 2017 Heart of Financial Planning Award.

The 2017 Heart of Financial Planning Award recognizes financial planning professionals, firms and organizations that demonstrate remarkable commitment and passion to contribute or give back to the financial planning community and/or public. Awardees embody the spirit of financial planning and represent FPA’s Core Values of competence, integrity, relationships and stewardship.

Michael Branham, CFP® (FPA of Minnesota) was nominated for his ongoing commitment to the future of financial planning and helping to advance aspiring CFP® professionals into the profession. Branham is a Senior Financial Planner at The Planning Center servicing both the Twin Cities and Alaska. As the youngest president of FPA in 2013, Branham was a thoughtful and articulate voice for the financial planning community and the profession. His leadership in the association is extensive, having served as Chair of the FPA Advocacy Committee, President of the FPA NexGen community, and within the FPA of Minnesota. Branham has been a passionate voice in Washington, D.C. in support of the Fiduciary Standard of Care, which requires financial advisers to act solely in the best interests of clients.

Scott M. Kahan, CFP® (FPA of New York) was nominated for his devotion to help underserved populations harness the great power of financial planning. Kahan is the President and Senior Financial Planner at Financial Asset Management Corporation in New York. Serving on the Board of Trustees and the Finance Committee for the Foundation for Financial Planning, Kahan has a strong commitment to stewarding the grant resources available through the Foundation. His dedication to help those in need get access to financial planning is evidenced through his volunteer work with individuals impacted by the 9/11 attacks, his participation on the Board of Directors for the Horace Greely Scholarship Fund, and in his role on the Board of Directors for the Financial Planning Clinic.

Awardees embody the spirit of financial planning and represent FPA’s Core Values of competence, integrity, relationships and stewardship

Marty Kurtz, CFP® (FPA of Illinois) was nominated for his dedication to inspiring the next generation of financial planners and for his unwavering support of the fiduciary standard. Kurtz is the Founder/Partner at The Planning Center servicing six locations across the country. A member of the FPA Board of Directors from 2009 to 2012, Kurtz served as the 2011 FPA President. In 2001, he was appointed to the CFP Board of Professional Review and served as chair in 2005. He also served as dean of FPA Annual Retreat in 2015 and 2016.

Tanya Steinhofer, CFP®, CFA (FPA of San Francisco) was nominated for her passion to serve both the financial planning community and the public. Steinhofer is Principal of Redwood Grove Wealth Management in Marin County, Calif. and has promoted lifelong learning while serving as president and chair of her local chapter. Dedicated to helping women and families with young children gain financial stability, Steinhofer serves on the Advisory Board for the Bay Area Financial Education Foundation, which helps to foster economic education and financial literacy among Bay Area youth.

“It is a privilege to recognize the extraordinary accomplishments of these FPA members who have made a difference in both the profession and in their communities. Financial planning is critical to achieving financial security and prosperity. These individuals have demonstrated a strong commitment to building the financial planning profession while helping others achieve their goals, exemplifying the true meaning of the Heart of Financial Planning,” says 2017 FPA President Shannon J. Pike, CFP®.

Branham, Kahan, Kurtz, and Steinhofer will be honored at the 2017 FPA Annual Conference, to be held Oct. 2-4 in Nashville.




About the Financial Planning Association
The Financial Planning Association® (FPA®) is the principal professional organization for CERTIFIED FINANCIAL PLANNERTM (CFP®) professionals, educators, financial services professionals and students who seek advancement in a growing, dynamic profession. Through a collaborative effort to provide more than 23,000 members with One ConnectionTM to tools and resources for professional development, business success, advocacy and community, FPA is the indispensable force in the advancement of today’s CFP® professional. Learn more about FPA at and follow on Twitter at