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CFP Board Appoints Joseph Maugeri, CFP® as Managing Director of Marketing and Corporate Relations

May 07, 2014

Former financial advisor and Director of Firm Relations promoted, will focus on growing number of CFP® professionals to serve increasing demand

WASHINGTON, D.C., May 7, 2014 – Certified Financial Planner Board of Standards, Inc. (CFP Board) announced today that it has promoted Joseph V. Maugeri, CFP® to Managing Director of Marketing and Corporate Relations, a newly expanded role that will seek to increase the number of CFP® professionals while continuing to strengthen and enhance the organization’s connections within the financial services industry.

Maugeri joined CFP Board in 2011 and has been focused on business development and firm relations functions. In this new role, his responsibilities will also include growth of CFP® professionals among all channels, marketing initiatives, product development and membership on the Executive Leadership Team. This position is vitally important to increasing the demand for CFP® professionals and CFP® professional education and experience among all financial service firms.

“In promoting Joe to this new role, CFP Board will be putting a greater focus on increasing the number of CFP® professionals across all channels,” said CFP Board Chief Executive Officer Kevin R. Keller, CAE. “The Board of Directors set out an aggressive five-year goal of having more CFP® professionals to meet the expected demand as more and more Americans look for competent and ethical financial planning advice. As a CFP® professional, Joe can also speak to the value and power of the certification as a way to help clients, individual advisors, and firms.”

In making this announcement, Keller also stated that the Public Awareness Campaign will now be overseen by the Managing Director of Public Policy and Communications. This will provide more opportunities for better integration of communications approaches to ensure maximum awareness of the CFP® certification among the American public.

“Joe Maugeri, with his wealth of diverse experience across business models, is particularly well suited to lead our growth initiatives,” said Ray Ferrara, CFP®, Chair of the Board of Directors of CFP Board. “The Board of Directors commends CEO Kevin Keller for continuing to build a strong leadership team that is closely aligned with the Board’s AGRA (Awareness, Growth, Regulation and Recognition, Authority) strategic plan.”

Prior to his appointment at CFP Board, Maugeri was a Vice President and head of the Professional Alliance program at Merrill Lynch; a Director at SEI Investments, Inc., leading its marketing and distribution support services; and worked for more than 14 years as a financial advisor at AXA Advisors, LLC.  He received his Bachelor of Arts from Temple University, an M.S. in Leadership Studies from Northeastern University and has completed a Competitive Marketing Strategy Executive Education program at the Wharton School of Business.

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 External Communications P: 202-379-2252 M: 202-550-4372 E: ddrummond@cfpboard.org Twitter: @cfpboardmedia

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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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