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CFP Board Elects Robert Glovsky, CFP® as 2009 Chair-Elect

Sep 23, 2008

WASHINGTON, DC, September 23, 2008 – The Board of Directors of Certified Financial Planner Board of Standards, Inc. (CFP Board), the certifying and standards-setting organization that oversees more than 58,000 professionals holding CERTIFIED FINANCIAL PLANNER™ certification in the United States, has elected Robert Glovsky, CFP® as chair-elect effective January 1, 2009.

Glovsky will begin his duties as 2009 chair-elect on January 1, when Marilyn Capelli Dimitroff, CFP® begins her term as 2009 chair. He will then serve as the Board of Directors’ 2010 chair beginning in January 2010. Glovsky, president of Mintz Levin Financial Advisors in Boston, Mass., has more than 25 years experience as a practicing financial planner and has held the CFP® certification since 1992. He is the Director of Boston University's Program for Financial Planners, the largest CFP Board-Registered Program in New England and one of the largest in the country. He also served as Chair of CFP Board’s Board of Examiners (predecessor to the Council on Examinations), which plays a central role in the development of the rigorous and comprehensive CFP® Certification Examination.

Glovsky has been recognized as one of the nation’s leading financial advisors by Barron’s, Worth magazine, and J.K. Lasser's "New Rules for Estate and Tax Planning" book. His expertise is widely recognized in the media. In February 2006, Consumer Reports called on Glovsky to provide expert evaluation of eleven different retirement planning options. He also has been quoted in the New York Times, The Wall Street Journal, Barron's, Business Week, the Washington Post, Financial Planning magazine, The Boston Globe and the Boston Herald.

“I look forward to working with Bob and the 2009 Board of Directors,” said Dimitroff. “In the current economic environment, it’s more important than ever for the Board of Directors to establish policies and direction to CFP Board to sustain its mission of benefitting the public by upholding the CFP® certification as the recognized standard of excellence in personal financial planning.”

CFP Board’s Board of Directors awards CFP® certification to individuals in the U.S. who successfully complete CFP Board's initial and ongoing certification requirements. The Board of Directors is comprised of volunteers with various experiences and backgrounds that represent different groups of CFP Board’s stakeholders, as well as the public interest. A majority of Board members must be CFP® certificants and, aside from CFP Board’s CEO, who serves in an ex officio position, each serves a four-year term.

In a separate Board of Directors development, Director Virginia Stanley, CFP® resigned from the Board, citing personal reasons. Stanley’s term was to expire in December 2009. The Board will elect a replacement when it meets November 13 and 14. “Ginny has been an outstanding leader of CFP Board. As Chair of the Audit Committee, she played a key role in guiding the organization’s fiscal policy,” Dimitroff said. “She has been a driving force in our efforts to increase public awareness of the value of financial planning and to sustain the highest ethical and fiduciary standards in our profession. We thank Ginny for her years of dedicated service and wish her well."

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 personal financial planning. CFP Board owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™ and federally registered 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 58,000 individuals to use these marks in the United States.

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CFP® - The Recognized Standard of Excellence in Personal Financial Planning

CONTACT:
Chris Wloszczyna, Director of Public Relations
CFP Board
P: 202-379-2252
E: cwloszczyna@CFPBoard.org

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CFP Board’s leadership and representatives are available for interviews and speaking engagements on personal finance, the financial planning profession, CFP Board and the CFP® designation.

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.
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