About CFP Board

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Staff Details

Kevin Keller, CAE

Title:
Chief Executive Officer
Phone:
202-379-2202
Email:
kkeller@cfpboard.org

Kevin R. Keller is Chief Executive Officer of Certified Financial Planner Board of Standards, Inc. (CFP Board).

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 55 staff members
  • 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 which 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 managed 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.


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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 himself a “financial planner.” Only professionals who meet CFP Board’s rigorous standards can call themselves CERTIFIED FINANCIAL PLANNER™ professionals.
The 2012 Household Financial Planning Survey shows that those with a financial plan feel more confident and report more success managing money, savings & investments than those who have not.
Putting Your Needs First
CFP Board requires CFP® professionals to put their clients’ interests ahead of their own at all times.