CFP Board Volunteer Leaders, Center for Financial Planning Executive Director Among InvestmentNews’ Women to Watch

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CFP Board Volunteer Leaders, Center for Financial Planning Executive Director Among InvestmentNews’ Women to Watch

Nov 21, 2017

Key volunteer leaders and an executive at the Certified Financial Planner Board of Standards, Inc. were among those who have been recognized on InvestmentNews’s 2017 Women to Watch list. 

2017 Board of Directors Member Peggy Ruhlin, CFP®, CPA/PFS was honored with the Alexandra Armstrong Award for Lifetime Achievement in Financial Planning, while 2018 Chair-Elect Susan John, CFP®; CFP Board Center for Financial Planning Executive Director Marilyn Mohrman-Gillis, Esq.; and CFP Board Ambassador Marguerita Cheng, CFP® were chosen from more than several hundred nominations for InvestmentNews’ honor. “I am a CFP® Pro” campaign spokeswoman Rianka Dorsainvil, CFP® was also honored with the Rising Star Award.

“Each of these women are great friends of CFP Board and of the CERTIFIED FINANCIAL PLANNER™ certification,” said CFP Board CEO Kevin R. Keller, CAE. “They have been instrumental in blazing a trail for the next generation of CFP® professionals. Each is certainly worthy of the title ‘Woman to Watch’ as they continue to play unique roles in helping to ensure the public has access to competent and ethical financial planning.”

Each of the advisers and executives who made the third annual InvestmentNews Women to Watch list were chosen from a rigorous selection process designed to identify women who are distinguished leaders, demonstrate a willingness to share their experiences with others and give back to the profession.

“These 20 women have made a lasting impact on the industry,” said Suzanne Siracuse, VP/Publisher of InvestmentNews. “All of these distinguished women have fascinating stories to share and we hope you will enjoy learning more about them, their accomplishments and why they made our list.”

The honorees will publically receive their awards at the InvestmentNews Women to Watch Luncheon on March 13th at The Pierre in New York City.

To learn more about the 2017 winners, awards and the luncheon, please go to investmentnews.com/w2wevent.

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 nearly 80,000 individuals to use these marks in the U.S.

ABOUT the CFP BOARD CENTER FOR FINANCIAL PLANNING

The CFP Board Center for Financial Planning seeks to create a more diverse and sustainable financial planning profession so that every American has access to competent and ethical financial planning advice.  The Center brings together CFP® professionals, firms, educators, researchers and experts to address profession-wide challenges in the areas of diversity and workforce development, and to build an academic home that offers opportunities for conducting and publishing new research that adds to the financial planning body of knowledge. More about the Center and its initiatives can be found at www.CenterforFinancialPlanning.org.

CONTACT: Jessica Lewis, Communications Specialist P: 202-379-2256 M: 301-655-0389 E: jlewis@cfpboard.org

 

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.
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