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"The Prudent Man Award"

"The Prudent Man Award"

This award is given to dedicated financial professionals who have 10 or more years of experience as 'true' financial planners... helping middle income families to spend, save, invest, insure and plan wisely for the future, to achieve financial independence. And, are recognized by their peers for the practice (or promotion) of Prudent, Qualified and Responsible Client Service.

Congratulations To The Following Exemplary Recipients...

2008 Recipients

Mehdi Fakharzadeh

Harold Chorney, RFC, RTIA, FMM

Dr. Geoffrey A. Vanderpal, CFP, CLU,

Antonio Filippone, FMM, RFC

Nick Royer, FMM, RFC

Alan W. Altman, RFC

Jerry Royer, FMM, RFC


Steve Bailey, CEBA, LUTCF, RFC

Jeffrey Reeves, MA

Graceful Grady, RFC, WMS, CEA,



2009 Recipients

Beau Henderson, FMM, RFC

Ira Star, RFC, LUTCF

Tony Brazeal, RFC, RFP, MDRT


Roger Brown, RFC, CSA, CFE, MDRT



2010 Recipients

John Stewart, FMM

Richard C. Moldenhauer, CLU, ChFC,

Brian Gibbs, FMM, RFC

Terry Bialek, FMM

Sandy Schussel



2011 Recipients

Ted Nation, CFP

Harmon Pye III, RFC

Kevin Davis

Dan Viñal



2012 Recipients

Chin Cad Koo

Dennis M. Postema, RFC

Rodney D. Ballance, Jr. FIC, CCIA, RFC, CFLA




2013 Recipients



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