Public Policy

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CFP Board Ambassadors

CFP Board Ambassadors are CERTIFIED FINANCIAL PLANNER™ professionals, and they will serve as representatives of CFP Board. They were chosen after completing a rigorous application process and based on their demonstrated leadership skills, passion for the financial planning profession and commitment to the CFP Board's mission to serve the public.

"CFP Board Ambassadors provide a valuable service to the financial planning profession, to the public and to 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."

Ambassador Program Expansion

Interested in becoming a CFP Board Ambassador? CFP Board is accepting applications from interested CFP® professionals through Monday, August 18.  Learn more and submit an application >


The CFP Board Ambassadors are:

  • Lynn Ballou, CFP®, Bay Area, California
  • Mark Boddy, CFP®, Richmond, Virginia
  • Dan Candura, CFP®, Boston, Massachusetts
  • Marilyn Capelli Dimitroff, CFP®, Detroit, Michigan
  • Rita Cheng, CFP®, Washington, DC
  • Mark DiGiovanni, CFP®, Atlanta, Georgia
  • Greg Dorriety, CFP®, Mobile, Alabama
  • Daniel Forbes, CFP®, Providence, Rhode Island
  • Andrew Gardener, CFP®, Houston, Texas
  • Bill Garrett, CFP®, Nashville, Tennessee
  • Don Grant, CFP®, Wichita, Kansas
  • Cary Guffey, CFP®, Birmingham, Alabama
  • John Hauserman, CFP®, Baltimore, Maryland
  • Paul Jarvis, CFP®, Fargo, North Dakota
  • Scott Kaminsky, CFP®, Philadelphia, Pennsylvania
  • Dan Keady, CFP®, Charlotte, North Carolina
  • Joseph Kelly, CFP®, Princeton, New Jersey
  • Elaine King, CFP®, Miami, Florida
  • Ross Levin, CFP®, Minneapolis, Minnesota
  • Dan Mathews, CFP®, Kansas City, Missouri
  • Nancy McCready, CFP®, Los Angeles, California
  • Laura McMahon, CFP®, Indianapolis, Indiana
  • Joel Redmond, CFP®, Syracuse, Washington
  • JT Hatfield Charles, CFP®, Washington, DC
  • Constance Stone, CFP®, of Cleveland, Ohio
  • Neal Van Zutphen, CFP®, of Phoenix, Arizona
  • David Zuckerman, CFP®, Los Angeles, California
To contact or arrange interviews with any of our CFP Board Ambassadors, please contact Dan Drummond, CFP Board’s Director of Public Relations, at 202-379-2252 or ddrummond@cfpboard.org.

 

Financial Planning Coalition

CFP Board, the Financial Planning Association®, and the National Association of Personal Financial Advisors are working together as the Financial Planning Coalition to pursue consumer protection and industry reform.

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