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Press Release

CFP Board Appoints Joseph Maugeri, CFP® as Director of Business Development

March 16, 2011

Senior-level Position Focused on Building Connections, Raising Visibility

Washington, DC, March 17, 2011 – Certified Financial Planner Board of Standards, Inc. (CFP Board) announced today that it has hired Joseph V. Maugeri, CFP® as Director of Business Development, a critical position to help the organization strengthen and enhance its connections within the financial services industry.

The Director of Business Development’s responsibilities include serving as a key contact for top financial planning officers in large financial service firms. This position is vitally important to increasing top financial service firms’ preference for and investment in CFP® certification as well as CFP® professional education and experience.

“We are pleased to have Joe on board. He brings a wealth of experience and knowledge to the position, including building a successful business himself as a financial advisor,” said CFP Board Chief Executive Officer Kevin R. Keller, CAE. “And as a CFP® professional, Joe can speak to the value and power of the designation as a way to help financial services firms of all sizes attract and retain not only clients, but also employees.”

Prior to his appointment at CFP Board, Maugeri was a Vice President and head of the Professional Alliance program at Merrill Lynch; a Director at SEI Investments, Inc., leading its marketing and distribution support services; and worked for more than 14 years as a financial advisor at AXA Advisors, LLC. He received his Bachelor of Arts from Temple University and has completed a Competitive Marketing Strategy Executive Education program at the Wharton School of Business.

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