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Certification Updates

Ray Ferrara, CFP® Leads Board of Directors

Jan 29, 2014

As Chair, will focus on serving as an advocate for CFP® certification and the public

V. Raymond Ferrara, CFP® is the new Chair of the Board of Directors for Certified Financial Planner Board of Standards, Inc., a role that places the veteran financial planner and well-known speaker as the top advocate for the CFP® certification and the financial planning profession. Ray Ferrara

“CFP® certification is the highest standard in personal financial planning. As Chair I will work to advance awareness of the certification among consumers and financial advisers alike,” said Ferrara. “There simply is no better certification when it comes to providing the level of competency and ethics that consumers are looking for in today’s financial adviser.”

Ferrara is currently president and CEO of ProVise Management Group, LLC, one of the largest financial planning firms in the country. The firm, located in Clearwater, Florida, manages more than $900 million in assets. Authoring numerous articles and often quoted by the press, Ferrara has been featured as one of the country’s best financial planners in the book Secrets of the Wealth Makers and hosted the radio program, “Talking Money”TM for 10 years. Ferrara previously served on the Board of Directors for the Financial Planning Association (FPA), the National Advisor’s Trust Company (NATC) and a Board Observer for National Financial Partners.

Ferrara began his duties as Chair on January 1, 2014. Previously, Nancy Kistner, CFP® was Chair of the Board. Rich Rojeck, CFP® is the Chair-elect, taking office as Chair in 2015.

“Ray is a strong advocate for the CFP® certification, the financial planning profession and the need for consumers to have access to ethical and competent advice,” said CFP Board CEO Kevin R. Keller, CAE. “We look forward to Ray’s leadership in advancing our mission and benefiting from his years of experience as a leader in the financial planning profession.”

In addition to helping to advance the profession of financial planning, Ferrara is also active in the community and has served on the Board of Directors of Eckerd Youth Alternatives, Morton Plant Mease Healthcare, BayCare Health System, University of Maryland Foundation, West Central Florida Council Boy Scouts of America and the Clearwater Regional Chamber of Commerce. Ferrara is a recipient of the Lifetime Achievement Award from the Tampa Bay FPA chapter. He lives with his wife, Kim, in Belleair, Florida.

ABOUT CFP BOARD

The mission of Certified Financial Planner Board of Standards, Inc. 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. CFP Board owns the certification marks CFP®, Certified Financial Planner™, CFP® (with plaque design) and CFP® (with flame design) in the U.S., which it awards to individuals who successfully complete CFP Board’s initial and ongoing certification requirements.  CFP Board currently authorizes more than 69,000 individuals to use these marks in the U.S.

CONTACT: Dan Drummond, Director of Public Relations P: 202-379-2252 M: 202-550-4372 E: ddrummond@cfpboard.org Twitter: @cfpboardmedia

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