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Awards and Recognitions









Financial Finesse has received numerous awards and recognition for the quality of its education and its expertise developing and implementing company-wide financial education programs, including:

Institutional Investor Honors Financial Finesse in the 2006 Impact Players of the Year Award

Financial Finesse was awarded top honors as the Education Provider of the Year by Institutional Investor's Impact Players of the Year Awards through the publication Defined Contribution & Savings Plan Alert (DCSPA). This year was the inaugural Education Provider Award indicating the increasing importance financial education has in helping participants achieve their retirement and financial life goals.

According to DCSPA, Financial Finesse was recognized as Education Provider of the Year due to the quality of their programs and their unbiased, holistic approach. "Beyond getting people into the 401(k) plan, this Manhattan Beach, Calif., firm instituted a program of visiting plan sponsors and offering one-on-one sessions with participants. It also included long-term financial planning and asking about how employees allocate expenses, integrating retirement with events such as buying a home. For creating a system designed to integrate all of a participant's needs, treating retirement as a part of a whole, Financial Finesse is the choice for this year's award".

About Defined Contribution & Savings Plan Alert: A weekly newsletter, published by Institutional Investor, that delivers exclusive intelligence on tax advantaged retirement, health care and college savings accounts.
www.definedsavingsalert.com

Institutional Investor News breaks news that has not appeared in any other trade publication, daily newspaper or newswire service. Our worldwide team of reporters and editors deliver critical intelligence across the entire field of financial services.
www.iinews.com

2006 Profit Sharing / 401(k) Council Signature Award

PSCA awarded Financial Finesse with two Signature Awards this year for their work with Children's Memorial Hospital.

Silver award in the Generic Participant Education category.

Honorable mention in the Complete Campaign: Small company category.

2005 Profit Sharing / 401(k) Council Signature Award

PSCA awarded Financial Finesse the 2005 Signature of Honor Award for its work with Children’s Health System of Birmingham, AL and a Special Recognition Award for Addressing A Wide range of Employee Financial Issues.

Established in 1947, the Profit Sharing / 401(k) Council is a national, non-profit association of 1,200 companies and their 3 million employees. PSCA offers practical, cost-effective assistance with profit sharing and 401(k) plan design, administration, investment, compliance and communication. PSCA's annual Signature Awards is a competition designed to honor excellence in plan communication and investment education.

2004 Profit Sharing / 401(k) Council Signature Award

Established in 1947, the Profit Sharing / 401(k) Council is a national, non-profit association of 1,200 companies and their 3 million employees. PSCA offers practical, cost-effective assistance with profit sharing and 401(k) plan design, administration, investment, compliance and communication. PSCA's annual Signature Awards is a competition designed to honor excellence in plan communication and investment education. PSCA awarded Financial Finesse the 2004 Signature Award for its work with Children?s Hospital of Pittsburgh.

Endorsed By CHCA Hospitals As Exclusive Financial Education Provider

CHCA children's hospitals represent more than 40 Children?s Hospitals, 20,000 physicians, 100,000 employees, $14 billion in revenue and $1.8 billion in overall medical, surgical and pharmaceutical products. CHCA Owner Hospitals are North America's leading children's hospitals and are widely known for their excellence in caring for America's children. CHCA has endorsed Financial Finesse as its exclusive Financial Education Provider.

2000 Working Woman Award For Entrepreneurial Excellence?Most Innovative Product or Service, West Coast Region

The Working Woman Award for Entrepreneurial Excellence recognized women-owned companies that are national leaders in their field. Financial Finesse was selected in 2000 for the category of "Most Innovative Product or Service" based on its success developing an entirely new business model?unbiased financial education programs for corporations and credit unions.

Endorsed by WorldatWork as Financial Education Partner

For 50 years, WorldatWork has been the source for compensation, benefits and total rewards information. WorldatWork is the leading not-for-profit professional association for:

Education and training

Certification?CCP, CBP, GRP

News and Information

Research Resources

Professional Affiliation and Membership

Networking Opportunities

Issues Leadership

WorldatWork has endorsed Financial Finesse as its financial education partner.

Los Angeles Business Journal's 2006 Women Making a Difference Awards

Liz Davidson, CEO and Founder of Financial Finesse was nominated for the Los Angeles Business Journal's 2006 Women Making a Difference Awards.

Financial Finesse is proud to be associated with this award which recognizes women in business for their outstanding professional and community achievements.

 

For more information on Financial Finesse's awards, contact [email protected].


Copyright © 2006 by Financial Finesse, Inc. All rights reserved.privacy statementterms of usesite map



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