Alan Goldfarb, CFP® to Serve as 2012 Chair of CFP Board’s Board of Directors

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Alan Goldfarb, CFP® to Serve as 2012 Chair of CFP Board’s Board of Directors

Jan 10, 2012

Washington, DC, January 10, 2011 – Top financial advisor and educator, Alan Goldfarb, CFP® is the new Chair of the Board of Directors of Certified Financial Planner Board of Standards, Inc.

“Since its founding, CFP Board has consistently worked to maintain the highest standards for the CFP® certification and advocate for the public interest. I look forward to building on this tradition,” Goldfarb said.

Goldfarb is the Chief Wealth Strategist for Weaver Wealth Management in Dallas, Texas and has dedicated his professional life to the advancement of the financial planning profession. An innovative educator and advocate for financial planning education, he developed at the University of Dallas Graduate School of Management the curriculum and structure of the nation’s first personal MBA program for the personal financial planning profession to be registered with CFP Board.

“Alan’s leadership will certainly advance CFP Board’s mission, and I look forward to continuing to work with him,” said CFP Board CEO Kevin R. Keller, CAE. “Alan’s background as an educator and reputation as a top-flight CFP® professional will bring a unique blend of experiences to the Board Chair position.”

Goldfarb received CERTIFIED FINANCIAL PLANNER™ certification in 1978 and was instrumental in the organization’s creation more than 25 years ago. A past Chair of CFP Board’s Board of Professional Review (now Disciplinary and Ethics Commission), he also served on the Ethics Task Force that developed the most recent version of CFP Board’s Standards of Professional Conduct.

He has served as the Director of the Financial Services MBA Program at the University Of Dallas Graduate School Of Management and as Executive Director for the Southwest Institute for Personal Financial Education.

Goldfarb has been recognized for his outstanding professional work, having been named by Worth magazine as a top financial advisor for five consecutive years and a top financial planner in D and Texas Monthly magazines. In 2011, Financial Planning magazine awarded Goldfarb its Influencer Award, recognizing him as a dynamic “Legacy Builder” whose work has furthered the careers of newcomers to the profession.

Originally from New York, Goldfarb lives in Dallas with his wife, Terry. They have one daughter.

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™, CFP® (with plaque design) and 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 64,000 individuals to use these marks in the United States.

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

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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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