About CFP Board
Board of Directors
The Board of Directors is the policy-making and oversight body of CFP Board. The Board's role is to act on behalf of the public, CFP® professionals and other stakeholders to further the missions of CFP Board of Standards and CFP Board Center for Financial Planning.
The Board of Directors is the governing authority for CFP Board Center for Financial Planning and the Board of Directors and sole voting members of CFP Board of Standards.
The Board welcomes your feedback and questions. You can reach out to the Board by emailing BOD@cfpboard.org.
Board Directors
Dan Moisand, CFP®
Louis Barajas, CFP®
Matthew Boersen, CFP®, CFA®
Marguerita (Rita) Cheng, CFP®
Aneri Jambusaria, CFP®
Terri Kallsen, CFP®
Roberta Karmel
Elizabeth K Miller, CFP®, CFA®
Peter Rohr, CFP®
Alex Rozman
Martin Seay, Ph.D., CFP®
Richard Shaw, CFP®
Richard Sherlock
Nancy Smith
Kevin R. Keller, CAE