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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,
CFS, RFC, CTP, MBA, DBA

Antonio Filippone, FMM, RFC

Nick Royer, FMM, RFC

Alan W. Altman, RFC

Jerry Royer, FMM, RFC

Jim McCarty, CLU, RHU, LUTCF, 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

Lewie Wood, CLU, LUTCF, RFC, MDRT

Roger Brown, RFC, CSA, CFE, MDRT

 

 

2010 Recipients

John Stewart, FMM

Richard C. Moldenhauer, CLU, ChFC,
RFC, CEP, MDRT

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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