Media Kit

News & Events


Media Kit

Journalists look to CFP Board for experts on the important personal finance topics of the day and information about the financial planning profession. As a leader in the financial planning profession, and with more than 84,000 CFP® professionals around the country, CFP Board can help you find the right source for your story.

Below are resources that can help you learn more about CFP Board, its leadership team, legislative and regulatory issues affecting the financial planning organization, and more.

Quick Links: Press Contacts | CFP Board Logos | Executive Leadership | Ambassadors | Senior Leadership | Public Policy Issues | News Clips 

Press Contacts

To arrange for an interview with a personal finance expert, or to request information about CFP Board and CFP® certification, contact Dan Drummond, Director of Communications, at 202-243-8621 or

Contact CFP Board for:

CFP Board’s leadership and representatives are also available for speaking engagements.

Media representatives may also be interested in a blog on by CFP® professionals with weekly posts with practical financial planning tips for consumers, as well as insights into the latest developments at CFP Board. CFP Board also has a monthly consumer-oriented enewsletter on which provides information about financial planning, consumer alerts, financial planning tools and other resources.

CFP Board Logos

JPG (525 KB) | EPS (via .zip)


 Download: JPG (114 KB)| EPS (via .zip)


JPG (200 KB) | EPS (via .zip)


Executive Leadership


Kevin Keller, CAE | CFP Board CEOKevin Keller, CAE
Chief Executive Officer
Bio (PDF, 768 KB)
Photo (JPG, 1.2 MB)
Elizabeth Stewart | CFP Board COOElizabeth M. Stewart, Esq.
Chief Operating Officer
Bio (PDF, 120 KB)

Marilyn Mohrman-Gillis | Executive Director CFP Board Center for Financial PlanningMarilyn Mohrman-Gillis, Esq.
Executive Director, Center for Financial Planning
Bio (PDF, 87 KB)

Roger Myers | CFP Board CFORoger C. Myers, Jr., MBA, CPA
Chief Financial Officer
Bio (PDF, 35 KB)

Joe Maugeri, CFP®Joseph V. Maugeri, CFP®
Managing Director, Corporate Relations
Bio (PDF, 107 KB)

John Loper, CFP®John M. Loper, CFP®
Managing Director of Professional Practice
Bio (PDF, 112 KB)

Leo Rydzewski, Esq. | CFP Board General CounselLeo G. Rydzewski, Esq.
General Counsel
Bio (PDF, 107KB) 

Maureen Thompson | CFP Board VP of Public PolicyMaureen Thompson
Vice President of Public Policy
Bio (PDF, 92 KB)

CFP Board Ambassadors

CFP Board Ambassadors are CERTIFIED FINANCIAL PLANNER™ professionals who serve as representatives of CFP Board and give local voice to its consumer advocacy and mission to benefit the public. Learn more

Read the "Let's Make a Plan" blog 

Senior Leadership

Dr. Charles R. Chaffin 
Director of Academic Home, Center for Financial Planning
Director of Academic Programs and Initiatives
Bio (PDF, 80 KB)
Dan Drummond
Director of Communications
Bio (PDF, 26 KB)

Gail B. Reisman
Director of Advertising & Brand Engagement
Bio (PDF, 97 KB)

Jason Gudenius

Director of Marketing
Timothy Stifel
Director of Stakeholder Communications
Bio (PDF, 41 KB)

Public Policy Issues

  • Fiduciary Standard (PDF, 48 KB)
    CFP Board and its Financial Planning Coalition partners are strong advocates for a uniform fiduciary standard for financial advisers who provide advice to retail customers. 
  • Investment Advisor Oversight (PDF, 55 KB)
    The SEC’s current investment adviser examination rate is inadequate and must be addressed. CFP Board and its Financial Planning Coalition partners support authorizing the SEC to collect user fees from registered investment advisers to increase the level of investment adviser examinations.

News Clips

To see where CFP Board has shown up in the news recently, click here.

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.

Upcoming Events

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.