CFP Board names Rise Growth's Terri Kallsen chair for 2026

CFP Board has elected Terri Kallsen, CFP® as its Board Chair-Elect for 2025. She will become Chair in 2026. Kallsen will succeed Liz Miller, CFP®, the current Board Chair-Elect. Kallsen is the senior operating partner at Rise Growth Partners, a new RIA minority investment firm.

Read more at Citywire