Public Policy Council - CFP Board

About CFP Board

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Public Policy Council

The Public Policy Council serves an advisory role on public policy issues affecting CFP Board, CFP® professionals and members of the public.

2018 Members

Chair
Allison Bishop

New York, NY

Elizabeth Cox
Merit Financial Partners
Westport, CT

Cristina Martin-Firvida 

AARP
Washington, D.C.

William Nelson
Mercer Advisors
Santa Barbara, CA

Amy Ouellette, CFP®
Betterment
New York, NY

Fred Reish
DrinkerBiddle
Los Angeles, CA

Barb Roper
Consumer Federation of America
Washington, D.C.

Andrea Seidt
Ohio Department of Commerce
Division of Securities
Columbus, OH


Interested in contributing to CFP Board's work through service on the Public Policy Council or other important advisory and working groups?

Submit an Application to Volunteer (PDF, 61KB)

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The Center's focus includes workforce development, diversity, and the profession's body of knowledge.

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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.