CFP Board Biographies

Alan Goldfarb, CFP®

Goldfarb is the Chief Wealth Strategist for Weaver Wealth Management in Dallas, Texas and has dedicated his professional life to the advancement of the financial planning profession. An innovative educator and advocate for financial planning education, he developed at the University of Dallas Graduate School of Management the curriculum and structure of the nation's first personal MBA program for the personal financial planning profession to be registered with CFP Board.

Goldfarb received CERTIFIED FINANCIAL PLANNER™ certification in 1978 and was instrumental in the organization's creation more than 25 years ago. A past Chair of CFP Board's Board of Professional Review (now Disciplinary and Ethics Commission), he also served on the Ethics Task Force that developed the most recent version of CFP Board's Standards of Professional Conduct.

He has served as the Director of the Financial Services MBA Program at the University Of Dallas Graduate School Of Management and as Executive Director for the Southwest Institute for Personal Financial Education.

Goldfarb has been recognized for his outstanding professional work, having been named by Worth magazine as a top financial advisor for five consecutive years and a top financial planner in D and Texas Monthly magazines. In 2011, Financial Planning magazine awarded Goldfarb its Influencer Award, recognizing him as a dynamic "Legacy Builder" whose work has furthered the careers of newcomers to the profession.

Chief Executive Officer

Kevin R. Keller is Chief Executive Officer of Certified Financial Planner Board of Standards, Inc. (CFP Board), the certifying and standards setting organization for personal financial planning. CFP Board has awarded CERTIFIED FINANCIAL PLANNER™ certification to more than 60,000 individuals in the U.S. who have completed CFP Board’s initial and ongoing certification requirements.

Since joining CFP Board in May of 2007, Mr. Keller has

• Directed the organization’s move in 2007 from Denver to Washington, DC, and hired its 55-member staff
• Established CFP Board as a strong advocate for consumer and investor protection by implementing a fiduciary level of accountability on those individuals who use the CFP® mark in the delivery of financial planning services and working extensively with individuals, as well as firms that employ those individuals, to ensure compliance with those standards – the highest in financial planning
• Built a public policy infrastructure to ensure policy makers understand and appreciate the benefits to the public of a credentialing model built on examination, education, experience and ethics predicated on the fiduciary duty of care – the baseline standards established by CFP Board
• Led the reengineering and implementation of the organization’s disciplinary and enforcement process to increase transparency and accountability by including “public” non-certificant volunteers on hearing panels, with the objective of assuring safeguards for the public and a fair process for certificants

Mr. Keller joined CFP Board in May 2007 after serving 16 years with the Association for Financial Professionals (AFP), a membership organization for the finance profession that provides products, education and training for treasury and corporate finance. At AFP, he held the position of senior vice president and chief operating officer for the prior seven years and had management responsibility for programs and services for the 16,000-member organization. He led the organization's strategic planning process and enhanced and grew the Certified Treasury Professional credential.

Mr. Keller has held senior staff positions at several associations and earned the Certified Association Executive (CAE) credential in 2000. He holds a B.S. in agriculture and an M.S., both from Ohio State University.

Read biographies of CFP Board's Staff Leadership Team >