News & Events

MAXXCAT_START

Media Kit

Journalists look to CFP Board for experts on the important personal finance topics of the day and information about the financial planning profession. As a leader in the financial planning profession, and with more than 70,000 CFP® professionals around the country, CFP Board can help you find the right source for your story.

Below are resources that can help you learn more about CFP Board, its leadership team, legislative and regulatory issues affecting the financial planning organization, and more.

Quick Links: Press Contacts | CFP Board Logos | Executive Leadership | Consumer Advocate & Ambassadors | Senior Leadership | Public Policy Issues | News Clips 

Press Contacts

 
To arrange for an interview with a personal finance expert, or to request information about CFP Board and CFP® certification, contact Dan Drummond, Director of External Communications, at 202-550-4372 or ddrummond@cfpboard.org.

Contact CFP Board for:

CFP Board’s leadership and representatives are also available for speaking engagements.

Media representatives may also be interested in Let’s Talk Planning, a blog by Consumer Advocate Eleanor Blayney, CFP® with weekly posts with practical financial planning tips for consumers, as well as insights into the latest developments at CFP Board. CFP Board also has a monthly consumer-oriented enewsletter, Let’s Make A Plan, which provides information about financial planning, consumer alerts, financial planning tools and other resources.


CFP Board Logos



Download: 
JPG (525 KB) | EPS (via .zip)

 


Download: JPG (114 KB)| EPS (via .zip)

 


Download:
JPG (200 KB) | EPS (via .zip)

 


Executive Leadership

 

Kevin Keller, CAE
Chief Executive Officer
Bio (PDF, 71 KB)
Photo (JPG, 1.2 MB)
Michael P. Shaw, Esq.
Managing Director, Professional Standards & Legal
Bio (PDF, 70 KB)

Marilyn Mohrman-Gillis, Esq.
Managing Director, Public Policy & Communications
Bio (PDF, 87 KB)

Michele W. Warholic, Esq., CAE
Managing Director, Examinations, Education & Talent
Bio (PDF, 67 KB)

Roger C. Myers, Jr., MBA, CPA
Chief Financial Officer
Bio (PDF, 35 KB)

Joseph V. Maugeri, CFP®
Managing Director, Marketing & Corporate Relations
Bio (PDF, 107 KB)


Consumer Advocate & Ambassadors


Eleanor Blayney, CFP®
Consumer Advocate

Eleanor Blayney, CFP® is CFP Board’s Consumer Advocate. As Consumer Advocate, Eleanor works to educate the public on making smart financial moves and the value of financial planning. Frequently quoted by the national media and a sought-after speaker, Eleanor provides a healthy dose of wit and wisdom for those looking to improve their financial lives through the power of planning. Learn more  > 
 
Bio (PDF, 84 KB) | Photo (JPG, 3.1 MB)
Read the "Let's Talk Planning" blog | Subscribe
Follow CFP Board's Consumer Advocate on Twitter

Consumer Ambassadors
CFP Board Ambassadors are CERTIFIED FINANCIAL PLANNER™ professionals who serve as representatives of CFP Board and give local voice to its consumer advocacy and mission to benefit the public. Learn more >


 

Senior Leadership


Dr. Charles R. Chaffin 
Director of Academic Programs and Initiatives
Bio (PDF, 80 KB)

Todd L. Cranford, Esq.
Director of Government Relations
Bio (PDF, 59 KB)

Gail B. Reisman
Director of Marketing
Bio (PDF, 97 KB)

Timothy Stifel
Director of Stakeholder Communications
Bio (PDF, 41 KB)

Dan Drummond
Director of External Communications
Bio (PDF, 26 KB)


Public Policy Issues


  • Fiduciary Standard (PDF, 48 KB)
    CFP Board and its Financial Planning Coalition partners are strong advocates for a uniform fiduciary standard for financial advisers who provide advice to retail customers. 
  • Investment Advisor Oversight (PDF, 55 KB)
    The SEC’s current investment adviser examination rate is inadequate and must be addressed. CFP Board and its Financial Planning Coalition partners support authorizing the SEC to collect user fees from registered investment advisers to increase the level of investment adviser examinations. 
  • Regulation of Financial Planners (PDF, 53 KB)
    As proposed by the Financial Planning Coalition, a Financial Oversight Board will set the professional standards for the financial planning industry and oversee the activities of individual financial planners. 


News Clips

To see where CFP Board has shown up in the news recently, click here.

Below are a selection of news clips featuring some of CFP Board’s key issues.  

A Plan for Making a Financial Plan (PDF, 291 KB)
Wall Street Journal
Oct. 6, 2013

Evaluating Credentials of Financial Advisers (PDF, 734 KB)
Newsday
May 18, 2013
 
The Case for Standards (PDF, 382 KB)
Financial Planning
May 1, 2013

Certification Gives Financial Planners In-Depth Knowledge (PDF, 667 KB)
Houston Chronicle
Jan. 20, 2013

The Upside in Tough CFP Standards (PDF, 170 KB)
Registered Rep.
Feb. 1, 2012

A Fiduciary Standard is Good, Old-Fashioned Common Sense (PDF, 222 KB)
InvestmentNews
Oct. 10, 2011

Deciphering Financial Advisers' Credentials (PDF, 263 KB)
USA Today
April 29, 2011

The Credentials Racket (PDF, 423 KB)
Wall Street Journal
Oct. 16, 2010

Speaker's Bureau
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.
Let's Make A Plan
Don't address your finances individually. Pull your finances together with the help of a CFP® professional.