The Integrity Review Commission

The Integrity Review Commission provides the Enforcement Department with a practitioner’s perspective on products, strategies and content. The Commission comprises CFP® professionals from diverse business models and members of the public who have relevant industry experience.

Dan Moisand, CFP® (Chair)
Principal, Moisand Fitzgerald Tamayo, LLC
Former Chair of CFP Board’s Board of Directors; Former Chair of the CFP Board’s Code and Standards Enforcement Committee; Former Chair of CFP Board’s Disciplinary and Ethics Commission
Former Chair, Financial Planning Association
Melbourne, Florida

Matt Boersen, CFP®, CFA
Managing Partner, Straight Path Wealth Management
Former Chair of CFP Board’s Board of Directors and Former member of CFP Board’s Audit and Risk Committee
Jenison, Michigan

Brittney Castro, CFP®, CRPC®, AAMS®
Head of Education, Signal Advisors
Founder & CEO, Brittney Castro, Inc. 
Former CFP Board Ambassador and current member of CFP Board’s Women’s Initiative Advocates
Los Angeles, California

Rianka Dorsainvil, CFP® 
Founder and Senior Wealth Advisor, YGC Wealth
Creator & Host, 2050 Trailblazers
Former member of CFP Board’s Center Advisory Council and active member of CFP Board’s Diversity Advisory Group
Washington DC-Baltimore Area

Kevin Lum, CFP® 
Founder & CEO, Foundry Financial
Los Angeles, California

Cody Garrett, CFP® 
Owner and Financial Planner, Measure Twice Financial
Founder & Educator, Measure Twice Planners
Houston, Texas

Kim Hayes, CFP® 
Chief of Staff, BMG Advisors
Former member of CFP Board’s Disciplinary and Ethics Commission and Former member of CFP Board’s Women’s Initiative Advocates 
Overland Park, Kansas

Cheryl Costa, CFP® 
Founder, Woodside Wealth Management
Former member of CFP Board’s Board of Directors, Former member of CFP Board’s Disciplinary and Ethics Commission and Former CFP Board Ambassador
Sudbury, Massachusetts

Lance Cholet, CFP®  
Private Wealth Advisor, UBS
Former Chair of CFP Board’s Disciplinary and Ethics Commission
New York, New York

Gregg Cuvin, CFP® 
Financial Advisor, Executive Director, Family Wealth Director, and Senior Portfolio Management Director, The Cuvin Griffiths Wealth Management Group at Morgan Stanley
Former Chair of CFP Board’s Disciplinary and Ethics Commission
New York, New York

Christopher Rand, Ph.D., CFP®
Instructor-Financial Planning Program, UC Berkeley Extension and Managing Partner and Personal CFO, FIDES Wealth Strategies Group
Former member of CFP Board’s Commission on Standards and CFP Board’s Commission on Sanctions and Fitness
San Diego, California

Denise Voigt Crawford, J.D.  
Securities Consultant/ Expert, Denise Voigt Crawford Securities Consulting
Former Texas Securities Commissioner; Former member of CFP Board’s Board of Directors, Former Chair of CFP Board’s Appeals Commission, Served as Chair of CFP Board’s Independent Task Force on Enforcement. 
Austin, Texas