CFP Board Names Three to Board of Directors

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CFP Board Names Three to Board of Directors

Nov 30, 2009

WASHINGTON, DC, November 30, 2009 – The Board of Directors of Certified Financial Planner Board of Standards, Inc. (CFP Board) today announced it has named three new members to four-year terms on the Board of Directors.

Joining the Board of Directors beginning January 1, 2010, are:

Susan R. Meisinger, SPHR, former president and CEO for the Society for Human Resource Management, the world’s largest professional association devoted to human resource management. Meisinger retired from SHRM in 2008. During her tenure as CEO of SHRM from 2002 to 2008, the organization grew from 170,000 members to more than 245,000 members. While at SHRM, Meisinger took an active role in public policy issues and was a respected advocate on behalf of the human resource profession.

Richard P. Rojeck, CFP®, managing director of the Pacific Southwest Regional Planning Group of Sagemark Consulting, a fee-based financial planning firm affiliated with Lincoln Financial Advisors. Rojeck has been involved with financial planning for nearly 30 years. He has been a CERTIFIED FINANCIAL PLANNER™ professional since 1985, and has been associated with Sagemark since 1980. From 1993 to 1999, he served on the board of the International Association for Financial Planning, which merged with the Institute of Certified Financial Planners in 2000 to form the Financial Planning Association.

Richard Sincere, founder, chairman and CEO of Sincere & Co., which works to connect fee-based advisors with large financial management institutions, such as mutual funds. Sincere writes a bimonthly column for NAPFA Advisor, a publication of the National Association of Personal Financial Advisors, and serves on the advisory boards of two financial publications - the Journal of Wealth Management and Inside Money ( In addition, he serves on the mutual fund board of Roge Partners Fund. He currently serves on the International Board of Governors of Tel Aviv University and the board of the Recannati Business School of Tel Aviv University.

The selection of three board members increases the size of the Board of Directors from 13 to 14.

“We welcome the new directors who join us in our important mission to benefit the public,” said 2010 Board Chair Robert Glovsky, CFP®. “Next year will be an important one for CFP Board as we push ahead 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, especially in the area of financial services reform. The experiences, strengths and perspectives that they will bring to CFP Board are assets that will complement those of our outstanding current Board members.”

Board members ending their service on the Board in 2009 are current Board Chair Marilyn Capelli Dimitroff, CFP®, and James A. Kaitz.

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

About CFP Board: 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 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 60,000 individuals to use these marks in the United States. For more about CFP Board, visit

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Chris Wloszczyna, Director of Public Relations
CFP Board
P: 202-379-2252

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