Business Model Council - CFP Board

About CFP Board

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Business Model Council

The Business Model Council serves an advisory role on the effect of CFP Board's Standards of Professional Conduct ("Standards") on the different business models of firms that employ or contract with CFP® professionals and the regulatory environment in which these firms operate. The Business Model Council also contributes to the development of guidance relating to compliance with the Standards.

2017 Members

Robert Banner
Northwestern Mutual
Milwaukee, WI

Alex Benke, CFP®
Betterment, LLC
New York, NY

Pat Daxon, CFP®
Raymond James
St. Petersburg, FL

Justin Duft, CFP®
Commonwealth
Waltham, MA

Cathy Egan, CFP®
New York Life
New York, NY

David Foegal, CFP®
Vanguard
Scottsdale, AZ

Tad Fryer, CFP®
Edward Jones
St. Louis, MO

Grace Fuller
Mass Mutual
Somerset, NJ

Steven Gensler, CFP®
LPL
San Diego, CA

Matthew Gibson
Fidelity
Roslyn, NY

Andrew Gorman
UBS Financial Services, Inc.
Weehawken, NJ

Thomas Harman
Morgan Stanley Smith Barney
New York, NY

Kirk Hulett
Securities America
Omaha, NE

Brian Leitner, CFP®
Mariner Wealth Advisors
Leawood, KS

Jim Matol, CFP®
TIAA Financial Services
New York, NY

Alana R. McMillan
Citigroup
Long Island City, NY

Annie Messer
Cambridge Investment Research, Inc.
Fairfield, IA

Susan Owens, CFP®
USAA
San Antonio, TX

Lauren Oyster, CFP®
Suntrust
Atlanta, GA

Andrew Porter
Merrill Lynch
New York, NY

Matt Reeves, CFP®
Waddell & Reed
Overland Park, KS

Bill Schwartz, CFP®
Highline Wealth Management Bronfman E.L. Rothschild
Rockville, MD

Stan Smiley
Cetera Financial Group
El Segundo, CA

Rob Studin, CFP®
Lincoln Financial
Fort Wayne, IN

Tim Sturr
Wells Fargo Advisors
St. Louis, MO

Alisha Telci
Ameriprise Financial, Inc.
Minneapolis, MN

Christopher Thom, CFP®
Charles Schwab
Orlando, FL

Staff Liaison

Leo Rydzewski, Esq.
CFP Board, General Counsel
Washington, DC


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

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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.
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CFP Board requires CFP® professionals to put their clients’ interests ahead of their own at all times.