The Influencers

News & Events


CFP Board in the News

The Influencers

Oct 01, 2011
Changing of the Guard: Alan Goldfarb[, CFP®] has always appreciated that new planners need a seasoned veteran to smooth their way into the profession.

Alan Goldfarb[,CFP®] knows the value of mentoring. When he first began in the business at the Dallas office of Financial Services Corp., his mentor was Kay Baird.

Baird, who died in 2004, was a pioneer, having graduated in the first class of CFP[® professional]s from the College of Financial Planning in Denver. Goldfarb, 70, credits that relationship with smoothing his way after he made a career switch from engineering, earning his CFP[®] designation in 1978.

Like his mentor, Goldfarb went on to serve in national leadership roles in the IAFP and then the FPA. He's currently the chair-elect of the CFP Board['s Board] of Directors and former chair of the CFP Board['s Board] of Professional Review.

All the while, Goldfarb, winner of this year's Legacy Builder Award, has kept an eye on the next generation of planners. "Anyone new coming into this business should have a mentor," Goldfarb says. Read more >

Financial Planning
Ilana Polyak
October 1, 2011

Speaker's Bureau
CFP Board’s leadership and representatives are available for interviews and speaking engagements on personal finance, the financial planning profession, CFP Board and the CFP® designation.

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.
Let's Make A Plan
Don't address your finances individually. Pull your finances together with the help of a CFP® professional.