About CFP Board


Staff Details

Joseph V. Maugeri, CFP®

Managing Director, Marketing & Corporate Relations

Joseph V. Maugeri, CFP® joined CFP Board in 2011 and is the organization’s Managing Director for Marketing and Corporate Relations.

In this role, Mr. Maugeri is responsible for the growth of CFP® professionals among all channels, marketing initiatives, firm relations, product development and is a member of the Executive Leadership Team. Overseeing the Marketing and Corporate Relations department, Joe’s primary responsibility is to increase the demand for CFP® professionals and CFP® professional education and experience among all financial service firms.

Before joining CFP Board, Mr. Maugeri was a Vice President and head of the Professional Alliance program at Merrill Lynch; a Director at SEI Investments, Inc., leading its marketing and distribution support services; and worked for more than 14 years as a financial advisor at AXA Advisors, LLC.  He received his Bachelor of Arts from Temple University, an M.S. in Leadership Studies from Northeastern University and has completed a Competitive Marketing Strategy Executive Education program at the Wharton School of Business.

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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.
Putting Your Needs First
CFP Board requires CFP® professionals to put their clients’ interests ahead of their own at all times.