About CFP Board

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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.

2015 Members

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

Blaine Aikin, CFA, CFP®, AIFA®
fi360
Pittsburgh, PA
 
John R. Connell, CPA/PFS, JD, CVA
Causey, Demgen & Moore, P.C.
Denver, CO
 
Jeff Farrar, CFP®, CIMA® , AIF® 
UBS
Stamford, CT
 
Charlie Fitzgerald, III, CFP® 
Moisand Fitzgerald Tamayo, LLC
Orlando, FL
 
Michael R. Greene, CFP®
Ameriprise Financial
Minneapolis, MN

Eva I. Kampits, Ph.D.
MDS, Inc.
Needham, MA 

Arthur B. Laby, JD, Professor
Rutgers School of Law - Camden
Camden, NJ 
 
Thomas C. Nelson, Ph.D.
Share Our Strength
Washington, DC 
 
Peggy Ruhlin, CFP®, CPA/PFS
Budros Ruhlin & Roe, Inc.
Columbus, OH
 
Richard C. Salmen, CFP®, CFA, EA
BOK Financial
Overland Park, KS
 
Neal Solomon, CFP®, CLU, ChFC, CASL
WealthPro®, LLC
Gloversville, NY
 
Kimberly Wright-Violich
Echidna Giving
San Francisco, CA
 
Kevin R. Keller, CAE
CEO, CFP Board 
Washington, DC

Interested in contributing to CFP Board's work through service on the Board of Directors or other important advisory and working groups?  Submit a volunteer application.

Did You Know?

Among clients who work with an advisor, 87% of those working with a CFP® professional are satisfied or very satisfied, compared with 72% of those who work with an advisor without certification.
Anyone can call himself a “financial planner.” Only professionals who meet CFP Board’s rigorous standards can call themselves CERTIFIED FINANCIAL PLANNER™ professionals.
The 2013 Household Financial Planning Survey shows that those with a financial plan feel more confident and report more success managing money, savings and investments than those without a plan.
Putting Your Needs First
CFP Board requires CFP® professionals to put their clients’ interests ahead of their own at all times.