Media Kit

News & Events

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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 76,000 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 | 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 Communications, at 202-243-8621 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 a blog on LetsMakeaPlan.org by Senior CFP Board Ambassador Jill Schlesinger, CFP® and other CFP® professionals 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 on LetsMakeaPlan.org 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)

 


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JPG (200 KB) | EPS (via .zip)

 


Executive Leadership

 

Kevin Keller, CAE | CFP Board CEOKevin Keller, CAE
Chief Executive Officer
Bio (PDF, 71 KB)
Photo (JPG, 1.2 MB)
Elizabeth Stewart | CFP Board COOElizabeth M. Stewart, Esq.
Chief Operating Officer
Bio (PDF, 120 KB)
 

Marilyn Mohrman-Gillis | Executive Director CFP Board Center for Financial PlanningMarilyn Mohrman-Gillis, Esq.
Executive Director, Center for Financial Planning
Bio (PDF, 87 KB)

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

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

John Loper, CFP®John M. Loper, CFP®
Managing Director of Professional Practice
Bio (PDF, 112 KB)
 

Leo Rydzewski, Esq. | CFP Board General CounselLeo G. Rydzewski, Esq.
General Counsel
Bio (PDF, 113KB) 

Maureen Thompson | CFP Board VP of Public PolicyMaureen Thompson
Vice President of Public Policy
Bio (PDF, 92 KB)
 

CFP Board Ambassadors


Jill SchlesingerJill Schlesinger, CFP®
Senior CFP Board Ambassador

Jill Schlesinger, CFP®, is the Senior CFP Board Ambassador. She is an Emmy-nominated Business Analyst for CBS News. She covers the economy, markets, investing and anything else with a dollar sign on TV, on the “Better Off” podcast, radio (including her nationally syndicated show), the web and her blog, "Jill on Money." In her role with CFP Board, she serves as a resource for the press and on social media, and supports CFP Board’s Public Awareness Campaign that communicates to the public the value of working CFP® professionals.
Bio (PDF, 118 KB) | Photo (JPG)
Read the "Let's Make a Plan" blog 


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 Home, Center for Financial Planning
Director of Academic Programs and Initiatives
Bio (PDF, 80 KB)
 
Dan Drummond
Director of Communications
Bio (PDF, 26 KB)

Gail B. Reisman
Director of Marketing
Bio (PDF, 97 KB)
 
Timothy Stifel
Director of Stakeholder Communications
Bio (PDF, 41 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.

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. 

Building Awareness, Building a Profession (PDF, 608 KB)
Journal of Financial Planning
April 1, 2015

CFP Board: How Far We’ve Come, Where We’re Headed (PDF, 628 KB)
Journal of Financial Planning
Jan. 1, 2015

Industry’s Goal: Fill Gap Left By Retirees with Women (PDF, 419 KB)
Bloomberg News / InvestmentNews
Dec. 1, 2014

How to Solve the Workforce Crisis (PDF, 340 KB)
Financial Planning
Nov. 1, 2014 

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 themselves 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.