Stanley H. Breitbard, of Los Angeles, received the first Personal Financial Planning Lifetime Achievement Award for his pioneering work developing the practice area in the CPA profession and for his contributions to improving financial literacy across the country.
The award, which was presented at the 2011 Advanced Personal Financial Planning Conference in Las Vegas, was created this year to celebrate the 25th anniversary of the Institute’s Personal Financial Planning Section. It was established to recognize exemplary contributions to the accounting profession and the Institute in this practice area. Recipients must have worked in personal financial planning for at least 25 years and have contributed to the AICPA for at least 15. They must have unquestioned integrity and professionalism and exemplify the personal, ethical and professional characteristics of the model CPA financial adviser.
Breitbard was the first chairman of the AICPA Personal Financial Planning Division’s executive committee. He received the Distinguished Service Award in 1993 for his dedication to the profession.
Breitbard, who is now retired, built his career at Price Waterhouse, becoming partner in 1974 and serving as national director of personal financial services from 1983 to 1994. He co-authored The Price Waterhouse Book of Personal Financial Planning in 1988 and The Price Waterhouse Personal Financial Adviser in 1995.
In his retirement, he co-founded the California Jump$tart Coalition, a nonprofit group that focuses on kindergarten-through-12th-grade personal finance education in the state.
Photo by Richard Faverty/Beckett Studios
More from the JofA: