Increasing Awareness
CFP Board Ambassadors
CFP Board Ambassadors are CERTIFIED FINANCIAL PLANNER™ professionals who serve as representatives of CFP Board. They were chosen based on their demonstrated leadership skills, passion for the financial planning profession and commitment to CFP Board's mission to serve the public. They give local voice to our consumer advocacy and mission to benefit the public.
Julie R. Bates, CFP®, AIF®, CAP®
Spencer Betts, CFP®
Douglas A. Boneparth, CFP®
JJ Burns, CFP®
Cary Carbonaro, CFP®
Brittney Castro, CFP®, CRPC®, AAMS®
Marguerita Cheng, CFP®
Cheryl Costa, MBA, CFP®
Mark DiGiovanni, CFP®
LeTian Dong, CFP®, RICP®
Akeiva M. Ellis, CFP®
Jeanne Fisher, CFP®
Daniel Forbes, CFP®
Karl Frank, CFP®
Elaine King Fuentes, CFP®
Andrew Gardener, CFP®
Don Grant, CFP®
Philip Herzberg, CFP®
Troy E. Jones, CFP®
Scott Kaminsky, CFP®
Dan Keady, CFP®
Joseph Kelly, CFP®
Laura J. LaTourette, CFP®
Brad Ledwith, CFP®
Ross Levin, CFP®
Dan Mathews, CFP®
Rod Meloni, CFP®
Robert Pagliarini, CFP®
Steven Podnos, MD, CFP®
Joel Redmond, CFP®
Steve Repak, CFP®
Luis F. Rosa , CFP®, EA
Charles Bennett Sachs, CFP®
Bill Schretter, CFP®
Shashin Shah, CFP®
Jeremy D. Shipp, CFP®, CLU®, RICP®, WMCP®
Erin Voisin, CFP®, MS, EA, CDFA®, ChFC®
Scott Ward, CFP®
Charles C. Weeks Jr., CFP®
Mark Wernig, CFP®
Grace S. Yung, CFP®
David Zuckerman, CFP®
Interview a CFP Board Ambassador
To contact or arrange an interview with any of our CFP Board Ambassadors, please contact Joseph Feese, CFP Board’s Director of Public Relations, at 202-379-2305 or jfeese@cfpboard.org.