Board of Directors - CFP Board

About CFP Board


Board of Directors


The Board of Directors is the policy-making and oversight body of Certified Financial Planner Board of Standards, Inc. ("CFP Board"), the non-profit certification body that owns the CFP® and CERTIFIED FINANCIAL PLANNER™ certification marks in the U.S. The mission of CFP Board is to benefit the public by granting the CFP® certification and upholding it as the recognized standard of excellence for competent and ethical personal financial planning. The Board of Directors, in furthering CFP Board’s mission, acts on behalf of the public, CFP® professionals and other stakeholders.

The Board of Directors welcomes feedback and questions from CFP® professionals and other CFP Board stakeholders at

2019 Members

Susan John, CFP®
Financial Focus, Inc.
Wolfeboro, NH

Susan Baran, CFP®
PNC Wealth Management
Milwaukee, WI

Jack Brod, CFP®
Malvern, PA

Denise Voigt Crawford
Denise Voigt Crawford Securities Consulting
Austin, TX

Phil Cunningham
Menlo Park, CA

Jerron (Ron) Green, CFP®
Wells Fargo Advisors
Atlanta, GA

Douglas S. King, CFP®
Prosperity Capital Advisors LLC
Westlake, OH

Kamila McDonnough, CFP®
Rutledge Financial Partners
Matthews, NC

Edward P. Moore, CFP®
Edelman Financial Services
Fairfax, VA

Arlene Pietranton, Ph.D., CAE
American Speech-Language-Hearing Association
Rockville, MD

Latha Ramchand, Ph.D.
University of Missouri - Columbia
Columbia, MO

Martin Schamis, CFP®
Janney Montgomery Scott
Phoenixville, PA

K. Dane Snowden
NCTA - The Internet & Television Association
Washington, DC

Natalie Wolfsen
Concord, CA

Kevin R. Keller, CAE
CEO, CFP Board 
Washington, DC

Interested in contributing to CFP Board's work through service on the Board of Directors or other important advisory and working groups?  Submit a volunteer application.

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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.