The Milton Stern Scholars Fund

The Milton Stern Scholars Fund was established in 2015 as a way to honor the legacy of Milton Stern, CFP®. After his untimely death in the summer of 2016, Milt’s family and colleagues made a conscious decision to honor his life and continue his legacy of making a difference in people’s lives through the creation of the Milton Stern Scholars Fund.

This fund gives out scholarships each year to students in the tri-state area seeking to complete a CFP Board Registration Certificate program that qualifies them to take the CFP® exam. Since the inception of this initiative, we have distributed 8 scholarships and disbursed $37,950. 

more ON eligibility requirements