CFP Board Announces 2008 Board of Directors

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CFP Board Announces 2008 Board of Directors

Sep 05, 2007

DENVER, September 5, 2007 - The Board of Directors of Certified Financial Planner Board of Standards, Inc. (CFP Board), the policy-making and oversight body of the professional regulatory organization for the more than 55,000 professionals in the U.S. who hold CERTIFIED FINANCIAL PLANNER™ certification, has announced the names of its 2008 Board of Directors. On January 1, 2008, David G. Strege, CFP® will begin his term as 2008 Chair of the Board of Directors, and Marilyn Capelli Dimitroff, CFP® will serve as 2008 Chair-Elect. They will be joined by four new members: Nancy A. Kistner, CFP®; Terry L. Lister, JD; Charles A. Moran, JD, CFP®; and Charles D. Robinson, CFP®.

CFP Board awards CFP® certification to individuals in the U.S. who successfully complete CFP Board's initial and ongoing certification requirements. The Board of Directors is comprised of volunteers with various experiences and backgrounds that represent different groups of CFP Board's stakeholders, as well as the public interest. A majority of Board members must be CFP® certificants and, aside from CFP Board's CEO, who serves in an ex officio position, each serves a four-year term.

CFP Board's 2008 Board of Directors will include fourteen members:
David G. Strege, CFA, CFP®, 2008 Chair
Marilyn Capelli Dimitroff, CFP®, 2008 Chair-Elect
Dan Candura, CFP®
Theodore R. Daniels
Robert J. Glovsky, JD, LLM, CFP®, CLU, ChFC
Alan Goldfarb, CFP®
Nancy Johnson Jones, CFP®
James A. Kaitz
Kevin R. Keller, CAE, CFP Board’s CEO
Nancy A. Kistner, CFP®
Terry Lister, JD
Charles A. Moran, CFP®, CEBS, JD
Charles D. Robinson, CFP®
Virginia M.K. “Ginny” Stanley, CPA/PFS, CFP®, CVA

“I look forward to working with the 2008 Board of Directors,” said David G. Strege, CFP®, 2008 Chair. “I'm confident each member of the Board of Directors understands CFP Board's important purpose in establishing rigorous standards for financial planning professionals and promoting the public benefits of competent and ethical financial planning.”

Strege is a senior wealth coach at Syverson Strege & Company in West Des Moines, Iowa, and has more than 20 years of experience as a CERTIFIED FINANCIAL PLANNER™ practitioner. Worth and Money magazines have named him one of the nation’s top financial planners, and he has been quoted in financial publications and appeared on television and radio. He has taught personal financial planning courses and has been actively involved with professional financial planning organizations, including serving on the inaugural board of the Financial Planning Association in 2000 and acting as its liaison with CFP Board during the development of CFP Board's Financial Planning Practice Standards.

When Strege assumes his duties as chair on January 1, 2008, Marilyn Capelli Dimitroff, CFP® will become chair-elect for 2008, and the chair in 2009. Dimitroff is president of Capelli Financial Services, Inc., in Bloomfield Hills, Mich., and has held CERTIFIED FINANCIAL PLANNER™ certification since 1982. She has been quoted in the Wall Street Journal, Forbes, the New York Times and was named one of the nation's top financial planners in Worth and Money magazines. Dimitroff was past chair of CFP Board's Board of Practice Standards and recently chaired the Ethics Task Force that developed the revised and strengthened ethical standards for CFP® certification that become effective July 1, 2008.

The Board of Directors also recently appointed the following individuals to four-year terms on the Board, beginning January 1, 2008:

Nancy A. Kistner, CFP® is head of the Financial Planning Group of the Citigroup Private Bank in New York, N.Y., where she has also served as a fee-based financial planner in the retail bank operation. Prior to joining Citicorp Investment Services, she directed Financial Planning Training for MetLife Financial Services. She has served on the Board of Directors of the Financial Planning Association and as FPA's career development liaison. Kistner holds Series 7, 63 and 65 registrations and is a CERTIFIED FINANCIAL PLANNER™ professional.

Terry L. Lister, JD, is Chief Regulatory Officer with Waddell & Reed, Inc. in Shawnee Mission, Kan., and brings to the Board 30 years of experience as a regulator, private practice attorney and financial services firm executive. He served previously as General Counsel and Director of Government Affairs with the Financial Services Institute, an advocacy organization for independent broker-dealers. Lister has also served as Regional Counsel to NASD District 3 and Chief of Enforcement with the Missouri Securities Division.

Charles A. Moran, JD, CFP® is President of Strategic Financial Advisors, a consultancy firm in for international corporate governance and financial and benefits planning issues. Moran is also Professor of Business Administration and Accounting at State University of New York Cobleskill, where he directs the university's CFP Board-Registered Program. Previously, he served as founding President of Government Securities Clearing Corporation. Moran holds the Certified Employee Benefits Specialist (CEBS) credential and is a CERTIFIED FINANCIAL PLANNER™ professional.

Charles D. Robinson, CFP® is Senior Vice President of Investment Products and Services at Northwestern Mutual in Milwaukee, Wis., where his responsibilities include oversight of the company's broker/dealer division, Northwestern Mutual Investment Services, and its registered investment adviser division, the Wealth Management Company. Prior to joining Northwestern Mutual, he held senior executive positions with VALIC-American General and AIG, where he was Chief Marketing Officer of AIG's Global Retirement Services Division. Robinson is a CERTIFIED FINANCIAL PLANNER™ professional.

“We are extremely pleased with the caliber of the four new members selected for the 2008 Board of Directors,” said Karen P. Schaeffer, CFP®, 2007 Chair. “2008 will be an important year for CFP Board as it settles into its new headquarters in Washington, D.C. and works to become a more vigorous advocate for the public's interest.”

The mission of Certified Financial Planner Board of Standards, Inc. is to help people benefit from competent, professional and ethical financial planning. CFP Board owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™ and federally registered CFP (with flame design) in the U.S., which it awards to individuals who successfully complete CFP Board's initial and ongoing certification requirements. CFP Board currently authorizes more than 55,000 individuals to use these marks in the United States.

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Javier David
The Global Consulting Group
P: 646-284-9450

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.
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