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The Center for Financial Planning announced today the recipients of the Milton Stern Scholarship and the Deena-Jo Heide Diesslin Scholarship Fund.

The Milton Stern Scholars Fund scholarship is a $5,000 award granted to individuals residing in Connecticut, New Jersey, or New York, who are pursuing a certificate program in financial planning and demonstrate financial need. This scholarship was established by the family of Milton Stern, CFP® and Bridgewater Advisors Inc.

The 2016 recipients of the Milton Stern Scholars Fund scholarship were Arielle Bryant of Bronx, NY and Amy Brotka of West Seneca, NY.

“The scholarship has helped me get closer to realizing my dream of helping low- to moderate-income individuals effectively plan to make their own dreams a reality,” said Bryant.

Brotka added that she is “forever grateful for the generosity of the donors who have allowed me to pursue a lifetime goal and esteemed credential in the field of financial services.”

The Deena Jo Heide-Diesslin Scholarship is a $5,000 award honoring individuals from underrepresented populations who are pursuing a certificate program in financial planning. David H. Diesslin, CFP®, former Chair of the CFP Board of Directors, designed the scholarship to honor the memory of his late wife, Deena, with an emphasis on educating women and minority populations.

“We see CFP® certification as a pathway to success not only for the individual, but also for those they will serve. Deena’s legacy is honored by this,” said Diesslin.

Margarita Pascual of New York, NY was awarded The Deena-Jo Heide Diesslin Scholarship. “By receiving this scholarship, I will be able to continue working toward bringing financial empowerment not only to the community in which I live and serve, but to those I will encounter in this field,” Pascual said.

The Center for Financial Planning’s scholarship programs enable qualified individuals to start or complete the education requirement for attaining CFP® certification. These scholarship programs are part of the Center’s Workforce Development initiative designed to attract and develop the next generation of financial planners.

“The number of applications we received far exceeded the number we were able to award. We look forward to more benefactors stepping forward to offer additional scholarships to support the next generation of financial planners,” said Marilyn Mohrman-Gillis, Executive Director of the Center for Financial Planning.

Those interested in starting a scholarship through the Center can contact Diane LaVigna, CFRE at


Certified Financial Planner Board of Standards, Inc. is the professional body for personal financial planners in the U.S. CFP Board sets standards for financial planning and administers the prestigious CFP® certification – one of the most respected certifications in financial services – so that the public has access to and benefits from competent and ethical financial planning. CFP Board, along with its Center for Financial Planning, is committed to increasing the public’s awareness of CFP® certification and access to a diverse, ethical and competent financial planning workforce. Widely recognized by firms and consumer groups as the standard for financial planning, CFP® certification is held by more than 83,000 people in the United States.


Dan Drummond, Director of Communications
Mobile: 202-243-8621

About the CFP Board center for financial planning

The CFP Board Center for Financial Planning seeks to create a more diverse and sustainable financial planning profession so that every American has access to competent and ethical financial planning advice. The Center brings together CFP® professionals, firms, educators, researchers and experts to address profession-wide challenges in the areas of diversity and workforce development, and to build an academic home that offers opportunities for conducting and publishing new research that adds to the financial planning body of knowledge


Jessica Lewis
Communications Specialist
Mobile: 301-655-0389