Ex-Schwab Exec Named CFP Board Chair-Elect

CFP Board announced that its Board of Directors has elected Terri Kallsen, CFP®, a former executive at Charles Schwab and Wealth Enhancement Group, as the Board Chair-Elect for 2025. Liz Miller, CFP®, the current Chair-Elect, will assume the role of Board Chair in 2025, and Kallsen will take over as Chair in 2026.

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