Richard P. Rojeck, CFP® Elected 2014 Chair-Elect

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Richard P. Rojeck, CFP® Elected 2014 Chair-Elect

Jul 25, 2013

Financial planning thought leader chosen by peers

Certified Financial Planner Board of Standards, Inc.’s Board of Directors has elected Richard P. Rojeck, CFP® - a long-time leader in the financial planning profession - to serve as its 2014 Chair-elect.  Rojeck will lead the Board in upholding the organization’s mission to serve the public by granting and upholding the standard of excellence for financial planning and fulfill its vision that the public benefits from financial planning delivered by professionals who adhere to a fiduciary standard.

“Financial Planning is a growing and thriving profession,” said Rojeck. “The CFP® certification serves as the cornerstone for the profession. The public will ultimately be best served by an established financial planning profession with the competence, ethics and fiduciary standards embodied in the CFP® marks. Along with my colleagues on the Board, I will remain focused on building the body of knowledge, maintaining robust certification and ethics enforcement and growing the ranks of CFP® professionals to serve the public.”

Rojeck is currently a Managing Director with Sagemark Consulting/Lincoln Financial Advisors.  Prior to launching a financial planning practice in 1980, Rich served six years as an officer in the U.S. Navy.

The Board of Directors elected Rojeck at its July 10-12 meeting. He will begin his duties as Chair-elect on January 1, 2014, when Ray Ferrara, CFP® begins his term as 2014 Chair.

“We are thrilled to have Rich assume this prestigious leadership position,” said current Board of Directors Chair Nancy Kistner, CFP®. “Rich’s passion for the profession and his work in bringing in a new generation of CFP® professionals will help guide CFP Board to new heights. He will certainly bring a world of experience, talent and expertise to our Board and the organization.”

In addition to his professional career, Rojeck has previously served as a volunteer with many organizations. Serving on the national board of the International Association for Financial Planning from 1993 to 1999, Rojeck was the non-profit organization’s President and Chairman. During his tenure, Rojeck laid the groundwork for the creation of what is now known as the Financial Planning Association, which he has been a member of ever since its founding. Additionally, Rojeck serves on the gift planning advisory boards of the University of California, San Diego and the San Diego foundation.

Rojeck received his B.S. degree in Business Administration from Oregon State University and an MBA from San Diego State University. He and his wife, Joji, have three children and live in San Diego, California.


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® professionals and other stakeholders. CFP Board owns the certification marks CFP®, Certified Financial Planner™, and the 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 68,000 individuals to use these marks in the U.S.

CONTACT: Dan Drummond, Director of Public Relations P: 202-379-2252 M: 202-550-4372 E: 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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