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Consumer Advocacy Expands With CFP Board Ambassador Program in Seven Regions Across the Country

Oct 06, 2010

CFP Board Ambassadors Will Serve As Local Resource About Personal Finance Issues

WASHINGTON, DC, October 6, 2010 — Responding to financial insecurity many Americans feel today, Certified Financial Planner Board of Standards, Inc. has expanded its national consumer advocacy program through the creation of the CFP Board Ambassador program.

With the initial phase of this new program, seven regions of the country will have a CFP Board Ambassador in their communities as a representative of CFP Board with the local media, policymakers and community organizations.

“As it continues to educate the public on how competent, ethical financial planning can increase the quality of life for all Americans and help them to achieve their life goals, CFP Board is profoundly grateful for the enthusiasm, expertise, and concern for the financial well-being of their communities shown by these seven dedicated professionals,” said Kevin Keller, CEO of CFP Board.

These extraordinary individuals are CERTIFIED FINANCIAL PLANNER™ professionals and chosen on the basis of their demonstrated leadership skills, passion for financial planning, and belief in CFP Board’s mission to serve the public.

The 2010 CFP Board Ambassadors are:

  • Lynn Ballou, CFP®, of the Bay Area, CA
  • Dan Candura, CFP®, of Boston, MA
  • Marilyn Capelli Dimitroff, CFP®, of Detroit, MI
  • Mark DiGiovanni, CFP®, of Atlanta, GA
  • Constance Stone, CFP®, of Cleveland, OH
  • Neal van Zutphen, CFP®, of Phoenix, AZ
  • Jason Whitby, CFP®, of Miami, FL

CFP Board Ambassadors are all volunteers. Their contributions will include, among other things:

  • Educating the public on the importance of having a financial plan that supports one’s life goals, and of working with a competent, ethical financial professional;
  • Representing and explaining the meaning of the CFP® certification, the recognized symbol of excellence in personal financial planning; and
  • Supporting CFP Board’s Consumer Advocacy program, which currently includes broadening the awareness of CFP Board’s “Lifelong Financial Strategies” initiative, a series of financial tips designed for different stages of the lifetime earning cycle and publicizing CFP Board’s recently-released Consumer Guide to Financial Self-Defense, a handbook of tips on how ordinary savers and investors can protect themselves from unethical or incompetent financial advisors.

“CFP Board Ambassadors are critical to the success of the financial planning profession and our organization,” said CFP Board Consumer Advocate Eleanor Blayney, CFP®. “These Ambassadors will give local voice to our consumer advocacy and mission to benefit the public.”

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 personal financial planning. The Board of Directors, in furthering CFP Board's mission, acts on behalf of the public, CFP® certificants and other stakeholders. CFP Board owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™ and 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 61,000 individuals to use these marks in the United States.

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

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

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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 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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