Ferrara and Wise Join CFP Board's Board of Directors

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Ferrara and Wise Join CFP Board's Board of Directors

Nov 21, 2008

WASHINGTON, DC, November 21, 2008 – The Board of Directors of Certified Financial Planner Board of Standards, Inc. (CFP Board) today announced it has named a veteran CERTIFIED FINANCIAL PLANNER™ professional and a leading advocate for senior citizens to four-year terms on the Board of Directors.

Joining the Board of Directors beginning January 1, 2009, are:

Raymond Ferrara, CFP®, President and Chief Executive Officer of ProVise Management Group LLC, of Clearwater, Fla. A CFP® practitioner for 37 years, Ferrara has been actively involved in CFP Board functions and currently is a member of CFP Board’s Disciplinary and Ethics Commission. Active in his community, Ferrara serves on the boards of directors of Morton Plant Mease Healthcare Systems and BayCare Health System, and is vice chair of Eckerd Youth Alternatives, Inc. He also is a member of the Financial Planning Association’s Leadership Development Committee.

Joan S. Wise, Executive Vice President and General Counsel for AARP, the leading nonprofit, nonpartisan membership organization for people age 50 and over in the United States. Wise is a member of the AARP executive management team and counsels the AARP Board of Directors on issues involving corporate governance, ethics, risk management and parliamentary procedures. Before joining AARP, Wise was Assistant Attorney General in the Consumer Protection Division of the Maryland Attorney General’s Office.

“We welcome the new directors who join us in our important mission to benefit the public,” said 2009 Board Chair Marilyn Capelli Dimitroff, CFP®. “The experiences and strengths that Ray and Joan bring to the Board of Directors are assets that will complement those of our outstanding current Board members. 2009 will be an important year for CFP Board as we move forward with our goals of becoming a more vigorous advocate for the public’s interest and making a meaningful impact in our nation’s public policy.”

Board members concluding their service on the Board in 2008 are current Board Chair David G. Strege, CFP®, and Daniel Candura, CFP®.

“I am thankful for the contributions that David and Dan have made during their tenure on the Board,” Dimitroff said. “Their thoughtful and active participation on the Board and in the CFP® certificant community, and David’s leadership during 2008, have played a vital role in CFP Board’s continued efforts to benefit the public by granting the CFP® certification and upholding it as the recognized standard of excellence for personal financial planning.”

The mission of Certified Financial Planner Board of Standards, Inc. is to benefit the public by granting the CFP® certification and upholding it as the recognized standard of excellence for personal financial planning. The Board of Directors, in furthering CFP Board’s mission, acts on behalf of the public, CFP® certificants and other stakeholders. 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 58,000 individuals to use these marks in the United States.

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CFP® - The Recognized Standard of Excellence in Personal Financial Planning

Chris Wloszczyna, Director of Public Relations
CFP Board
P: 202-379-2252
E: cwloszczyna@CFPBoard.org

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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