WASHINGTON, D.C., March 29, 2018 – One thing marathon running and finance have in common is the importance of planning – whether the goal is finishing a 26.2 mile race or achieving financial wellness, preparation is the key to success. Fidelity’s David Canter will bring running and financial planning together when he participates in the 2018 Boston Marathon – his fifth – to raise money in support of the Foundation for Financial Planning (FFP). FFP helps people take control of their financial lives by connecting the financial planning community to people in need.
“Financial planning is a powerful tool that can help people prepare for a better future, but not everyone has access to a financial planner,” said Canter, head of the RIA segment at Fidelity Clearing & Custody Solutions, who is running for FFP with a race bib from John Hancock Financial Services. “The Foundation does important work to connect volunteer planners to the people who need it the most. I encourage everyone in our industry to see how they can work with FFP to give back to the communities where they live and work.”
To make a donation and support Canter’s run, please visit CrowdRise.
FFP powers pro bono financial planning for people in crisis or need by: providing grants to local and national nonprofits to create and expand pro bono programs, helping activate volunteer financial planners, developing innovative pro bono program models, offering free financial planning resources, and raising the visibility of pro bono service within the financial planning profession. Much of FFP’s grant-making and other efforts seek to target issues and populations where pro bono financial planning can have the greatest impact, an approach reflected in its Pro Bono for Cancer Campaign, which is raising funds to develop and support free financial planning programs for at-risk families affected by cancer.
“FFP was founded more than 20 years ago by financial planners looking for ways to give back to their communities, and that mission still remains at our core,” said Jon Dauphiné, chief executive officer of FFP. “Our work goes beyond free financial advice: FFP is about making a difference in people’s lives by helping them achieve their financial goals. With David’s help, we hope to bring attention to the impact FFP makes for so many deserving families.”
Canter will be joined by fellow marathon runner and industry colleague Eric Clarke, chief executive officer of Orion Advisor Services, LLC, further driving awareness and support for the work that FFP does.
“John Hancock continues to serve as the landmark sponsor of the Boston Marathon, which gives participants the chance to run in support of non-profit organizations,” said Todd Cassler, president of Financial Institutions and Advisory Solutions at John Hancock Investments. “This is an opportunity for FFP to gain exposure and raise funds for its work to deliver pro bono financial planning. We recognize the importance and value of financial advice, and we’re proud to be able to play a part in this effort.”
About the Foundation for Financial Planning
The Foundation for Financial Planning, a 501(c)(3) charitable organization, is the nation’s only nonprofit solely devoted to supporting the delivery of pro bono financial planning to vulnerable people, including wounded veterans, domestic violence survivors, people with serious medical diagnoses, and many others. Dedicated to Powering Pro Bono Financial Planning, the Foundation has provided more than $6.6 million in grants to community-based nonprofits to support local programs; worked with partners to activate more than 15,000 volunteer financial planners to serve their communities; and acted as a leader and catalyst to embed a rich tradition of and commitment to pro bono across the financial planning profession. Visit FoundationForFinancialPlanning.org to learn more.
About Fidelity Clearing & Custody Solutions
Fidelity Clearing & Custody Solutions® provides a comprehensive clearing and custody platform, brokerage, investment and reporting services, trading capabilities and practice management and consulting to registered investment advisors, including strategic acquirers and professional asset managers, retirement recordkeepers, broker-dealer firms, banks, insurance companies, family offices and wealthy families. Fidelity Clearing & Custody Solutions’ goal is to help clients ensure that they are always future-ready by offering knowledgeable consulting, exceptional people and transformative technology.
Fidelity Clearing & Custody Solutions® (“Fidelity”) is an independent company, unaffiliated with the Foundation for Financial Planning, John Hancock or Orion Advisor Services. The information and opinions expressed herein are solely those of the author and in no way represent the advice, opinions, or recommendations of Fidelity. There is no form of legal partnership, agency affiliation, or similar relationship between Fidelity and the third party companies referenced in this announcement, nor is such a relationship created or implied by the information found herein. Fidelity has not been involved with the preparation of the content supplied herein and does not guarantee or assume any responsibility for its content. Fidelity Clearing & Custody Solutions and Fidelity Investments are registered service marks of FMR LLC. Fidelity Clearing & Custody Solutions® provides clearing, custody, or other brokerage services through National Financial Services LLC or Fidelity Brokerage Services LLC, Members NYSE, SIPC. 839541.1.0