Jill Schlesinger, CFP® to Serve as Senior CFP Board Ambassador

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Jill Schlesinger, CFP® to Serve as Senior CFP Board Ambassador

Feb 16, 2017
Leading personal finance expert to provide consumers with tips, advice

Certified Financial Planner Board of Standards, Inc. today announced that veteran personal finance and business journalist Jill Schlesinger, CFP® is the new Senior CFP Board Ambassador.

As one of LinkedIn’s “Top 10 Influencers,” Schlesinger is well-known for offering financial commentary and tips that are thoughtful, impactful and make a difference.  As a renowned financial expert and as a CFP® professional, she is well positioned to serve as the Senior CFP Board Ambassador.

In this new role, Schlesinger will provide consumers with timely personal finance advice, explain how current economic and financial news impacts their lives, encourage people to use the services of CFP® professionals and explain the importance of having a financial plan. Among her duties, Schlesinger will serve as a resource for the press and on social media, and support CFP Board’s Public Awareness Campaign that communicates to the public the value of working CFP® professionals.

She will also regularly contribute articles on financial planning topics to CFP Board’s consumer website, LetsMakeaPlan.org. Her first post, which describes her journey as a CFP® professional, can be found here.

"As a CFP® professional, Jill has a great ability to explain complex finance issues in a way that people can understand. Consumers trust her to tell them what they need to know to make smart financial decisions,” said CFP Board Chief Executive Officer Kevin R. Keller, CAE.  "Jill will give voice to the value of a financial plan and working with a competent and ethical CFP® professional."

Schlesinger will also lead the CFP Board Ambassador corps – a group of CFP® professionals from around the country who work with their local media and communities, promoting the value of financial planning and working with a CFP® professional.

“This is a tremendous opportunity to make a real difference in people’s lives,” Schlesinger said. “Acting as the Senior CFP Board Ambassador allows me to communicate directly how important it is to have a financial plan and other valuable information that will help many fortify their financial security and do more with their hard-earned money.”

She will continue to serve as an Emmy-nominated business analyst for CBS News as well as maintain her other outlets, including a podcast, radio program, syndicated column and her website, JillonMoney.com.  She is currently a weekly guest on NPR’s “Here and Now”, appears on American Public Media’s “Marketplace Weekend” and is a contributor to Money magazine.

Previously, Schlesinger was the Editor-at-Large for CBS MoneyWatch.com, where she was responsible for video and written content and was part of the team that launched the site. Prior to entering the world of media, she spent time working in financial services, including spending 14 years as the co-owner of and Chief Investment Officer for an independent investment advisory firm.

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 competent and ethical 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™, 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 76,000 individuals to use these marks in the U.S.

CONTACT: Dan Drummond, Director of Communications P: 202-379-2252 M: 202-243-8621 E: ddrummond@cfpboard.org 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.

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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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