About CFP Board


Staff Details

Joseph V. Maugeri, CFP®

Managing Director, Corporate Relations

Joseph V. Maugeri, CFP® joined CFP Board in 2011 and is the organization’s Managing Director for Corporate Relations.

Joe is a member of the Executive Leadership team and is responsible for Corporate Relations.  In this role, he ensures good communications with financial services firms and other employers of CFP® professionals in order to support and grow the number of CFP® professionals that can provide competent and ethical financial planning to the public.  In addition, Joe works with firms and advisors to raise awareness of the profession and engages on ways to support financial planning and CFP® certification.

Before joining CFP Board, Mr. Maugeri was a Vice President and head of the Professional Alliance program at Merrill Lynch; a Director at SEI Investments, Inc., leading its marketing and distribution support services; and worked for more than 13 years as a financial advisor at AXA Advisors, LLC.  He received his Bachelor of Arts from Temple University, an M.S. in Leadership Studies from Northeastern University and has completed a Competitive Marketing Strategy Executive Education program at the Wharton School of Business.

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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 themselves 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.