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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. Learn more about CFP Board Governance.
The Board welcomes your feedback and questions. Please reach out via email.
Board Directors
Terri Kallsen, CFP®
Martin Seay, Ph.D., CFP®
Louis Barajas, CFP®, MBA
Debra BenAvram, FASAE, CAE
Marguerita (Rita) Cheng, CFP®
Nicole Iannarone, J.D.
Malik Lee, CFP®, CAP®, APMA℠
Linda Y. Leitz, Ph.D., CFP®, EA
Rose Palazzo
Peter Rohr, CFP®
Richard Shaw, CFP®, MBA
Chad Soukup, CFP®, CPA, CFA®
Elisse Walter, JD
K. Dane Snowden