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About our Winners —
Our winners have been selected and are in the process of receiving their makeovers. Curious to know what’s in store? Take a look below for a sneak peak of the financial transformations taking place:
Lucy works part time in the Bay Area, California. She is in her 20s and kicking off her financial life, so she’s focused on getting things in order for the next 5 years. Lucy’s monetary goals include acquiring the skills to easily budget her income and start saving for larger purchases like a home or travel. She’ll be working with Patricia Jennerjohn on her financial makeover.
Sarah is a working mother of two young children who lives in the New York area. She and her husband James hope that Andy Tilp can provide them with a financial plan that helps them establish healthy budget habits, manage their savings for an emergency fund & their kids’ future education, and get on the right track for saving for retirement. Andy is confident he can help Sarah and James secure a bright financial future for their children.
Jack and his wife are nearing retirement. They are looking for Delia Fernandez to provide guidance on if they’ve saved enough for retirement and how long their savings will last them. In addition to juggling multiple properties, they’re also concerned about options for long-term care to make sure everything is taken care of as they get older.
Financial Makeover Experts
Learn more about our financial experts providing the makeover:
||Patricia Jennerjohn opened her firm, Focused Finances, in 1994. She helps clients gain “financial confidence” by seeing how money is here to support and serve them. Pat’s advice and insight have been featured in the San Francisco Chronicle, the Huffington Post, and the Wall Street Journal, among others. A Certified Financial Planner™ certificant, Pat also earned her MBA in Finance from California State University, Hayward.
Pat is also an avid musician, specializing in choral singing; she performs with the San Francisco Bay Area Chamber Choir among others.
||Delia Fernandez is founder and president of Fernandez Financial Advisory, LLC, an independent, fee-only financial planning and registered investment advisory firm in Los Alamitos, which she opened in 1994. Delia is often quoted in publications such as the Los Angeles Times and MSN Money on financial planning issues. Delia is a certified Financial Planner™, has an MBA from California State University, Long Beach, and a B.A. from Scripps College in Claremont. She obtained her financial planning certificate from UC Irvine Extension, where she has taught since 1995.
||Andy Tilp, CFP®, is the founder and president of Trillium Valley Financial Planning, founded in 2009. Andy previously served in the US Air Force before earning a BS in Electrical Engineering and later an MS in Computer Science. In addition to his financial planning practice, Andy also teaches a high school course on Personal Financial Literacy. He lives in Oregon with his wonderful wife of 31 years, Janet, where he also owns and operates a small farm outside of Sherwood, Oregon.
Entries will evaluated by a panel of financial advisors selected by NAPFA. One grand prize winner will be chosen from each age category. Entries will be judged in several criteria, including:
- Demonstrated financial need
- Indicated commitment to implementing recommendations
- Geographic availability
For full details on contest entires rules, see NerdWallet Financial Makeover Award Guidelines
|Geoffrey E. Brown, CAE is the chief executive officer of NAPFA. He is responsible for implementing the strategic direction of the association and ensuring its operational success.
||Jennifer Lazarus, CFP® has more than 10 years of financial planning experience, with a specialty in socially responsible investors. She’s an active NAPFA member and writes for Advisor magazine.
||Dr. Raymond Forgue, PhD retired in 2008 as an Associate Professor at the University of Kentucky. Ray serves as the Consumer Representative on the National Board at NAPFA.
The National Association of Personal Financial Advisors (NAPFA) is the country’s leading professional association of Fee-Only financial advisors—highly trained professionals who are committed to working in the best interests of those they serve. Since 1983, Americans across the country have looked to NAPFA for access to financial professionals who meet the highest membership standards for professional competency, client-focused financial planning, and Fee-Only compensation.
“We’re happy to partner with NerdWallet, a company that understands our and our members’ belief in transparency and independent financial advice, in preparing consumers for their financial futures.” — Geof Brown, NAPFA CEO
Learn more at www.napfa.org.