CFP Board Appoints Joseph Maugeri, CFP® as Director of Business Development

News & Events


Latest News

CFP Board Appoints Joseph Maugeri, CFP® as Director of Business Development

Mar 17, 2011

Senior-level Position Focused on Building Connections, Raising Visibility

Washington, DC, March 17, 2011 – Certified Financial Planner Board of Standards, Inc. (CFP Board) announced today that it has hired Joseph V. Maugeri, CFP® as Director of Business Development, a critical position to help the organization strengthen and enhance its connections within the financial services industry.

The Director of Business Development’s responsibilities include serving as a key contact for top financial planning officers in large financial service firms. This position is vitally important to increasing top financial service firms’ preference for and investment in CFP® certification as well as CFP® professional education and experience.

“We are pleased to have Joe on board. He brings a wealth of experience and knowledge to the position, including building a successful business himself as a financial advisor,” said CFP Board Chief Executive Officer Kevin R. Keller, CAE. “And as a CFP® professional, Joe can speak to the value and power of the designation as a way to help financial services firms of all sizes attract and retain not only clients, but also employees.”

Prior to his appointment at CFP Board, Maugeri was a Vice President and head of the Professional Alliance program at Merrill Lynch; a Director at SEI Investments, Inc., leading its marketing and distribution support services; and worked for more than 14 years as a financial advisor at AXA Advisors, LLC. He received his Bachelor of Arts from Temple University and has completed a Competitive Marketing Strategy Executive Education program at the Wharton School of Business.

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 61,000 individuals to use these marks in the United States.

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

Dan Drummond, Director of Public Relations
P: 202-379-2252
M: 202-550-4372
Twitter: @CFPBoardmedia

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.