Certified Financial Planner Board of Standards, Inc.
 
 
 
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Board of Directors

The Board of Directors is the policy-making and oversight body of Certified Financial Planner Board of Standards, Inc. ("CFP Board"), the non-profit certification body that owns the CFP® and CERTIFIED FINANCIAL PLANNER™ certification marks in the U.S. The mission of CFP Board is to benefit the public by granting the CFP® certification and upholding it as the recognized standard of excellence for competent and ethical personal financial planning. The Board of Directors, in furthering CFP Board’s mission, acts on behalf of the public, CFP® professionals and other stakeholders.

The Board of Directors meets several times each year. Read summaries of topics discussed and decisions made at those meetings.

The Board of Directors welcomes feedback and questions from CFP® professionals and other CFP Board stakeholders at BOD@CFPBoard.org

2012 Members

Chair
Alan Goldfarb, CFP®
Weaver Wealth Management
Dallas, TX

Chair-Elect
Nancy A. Kistner, CFP®
U.S. Trust, Bank of America Private Wealth Management
New York, NY

Immediate Past Chair
Charles A. Moran, CFP®, CEBS, JD
State University of New York - Cobleskill
Cobleskill, NY

John R. Connell, JD, CPA/PFS, CVA
Causey, Demgen & Moore Inc.
Denver, CO

V. Raymond Ferrara, CFP®
ProVise Management Group LLC
Clearwater, FL

Charles G. Goldman
Chestnut Hill, MA

Michael R. Green, CFP®
Ameriprise Financial
Minneapolis, MN

Robert Hayden, JD, CFP®
Lenox Advisors, Inc.
New York, NY

Susan Hirshman, CFP®
SHE LTD
New York, NY

Eva I. Kampits, Ph.D.
New England Association of Schools & Colleges
Bedford, MA

Kevin R. Keller, CAE
CEO, CFP Board
Washington, DC

Susan R. Meisinger, SPHR, JD
Fairfax, VA

Richard P. Rojeck, CFP®
Sagemark Consulting
La Jolla, CA

Richard Sincere
Sincere & Co., LLC
Chicago, IL

G. Joseph Votava, Jr., CFP®, CPA/PFS, JD
Seneca Financial Advisors LLC
Rochester, NY

Joan S. Wise, Esq.
Washington, DC