CFP Board Ambassador Program Welcomes Six CFP® Professionals

CFP Board announces the appointment of six additional CFP® professionals to its CFP Board Ambassador Program. These Ambassadors were selected for their volunteerism and passion for communicating with the public about the importance of working with a CERTIFIED FINANCIAL PLANNER® professional.

Launched in 2010, the CFP Board Ambassador program is a nationwide network of CFP® professionals working to raise public awareness of CFP® certification. The roster of 47 Ambassadors — representing diversity of age, gender, racial and ethnic background and financial planning specialty — act as valuable financial planning voices for the media, the public and individuals aspiring to become CFP® professionals. By writing articles for LetsMakeAPlan.org, speaking at events, and leveraging their networks and social media platforms, the Ambassadors give voice to CFP Board’s consumer advocacy and support CFP Board’s work to advance the financial planning profession for the benefit of the public.

The new CFP Board Ambassadors are as follows:

Nicole Carson, CFP^®
Philadelphia, PA

Nicole C. Carson, MBA, CFP® is the Founder of 2nd Story Wealth Planners, a firm she co-owns with her husband, Tarif. She provides virtual, values-based financial planning for professionals and business owners who want a trusted partner to help build wealth with purpose.

With over 20 years of experience in financial services, Nicole’s career spans advising, leadership and client relationship management. She previously led ultra-high-net-worth client relationships at Vanguard and supported advisor growth at Lincoln Financial before launching her firm to expand access to personalized planning.

Nicole holds a B.S. in Finance from DeSales University and an MBA from Holy Family University. She volunteers on CFP Board’s Scholarship Review Panel and is a member of the FPA®, AAAA and Alpha Kappa Alpha Sorority, Incorporated®.

Kendall Frye, CFP®
Boise, ID

Kendell Frye, CFP® is a lead advisor at Treasure Valley Financial Planning in Boise, Idaho. His practice specializes in helping retirees transition confidently into retirement and stay confidently retired through comprehensive financial and income planning strategies.

Originally from Southern California, Kendell moved to Boise in 2024 to raise his family and serve clients in a more community-focused setting. He is passionate about financial literacy and empowering individuals to make informed decisions about their future.

He holds a Bachelor of Science in Finance with a concentration in Financial Planning from California State University, Fullerton, and earned his CFP® certification in 2021.

Outside of work, Kendell enjoys golfing, snowboarding and seeing concerts and live music. He lives in Boise with his wife, Taylor; their two daughters, Fallon and Finleigh; and their two huskies, Mia and Milo.

Chloé Moore, CFP^®
Atlanta, GA

Chloé Moore, CFP® is the Founder of Financial Staples, a virtual, fee-only financial planning firm based in Atlanta and serving clients nationwide. Her firm is dedicated to serving tech employees who are entrepreneurial-minded, philanthropic and purpose-driven. She enjoys helping clients unpack their money history and discover how they can use money to support a life that is most meaningful to them.

Chloé is a contributor to Business Insider, a founding member of the Investopedia Advisor Council, and serves on the Financial Review Board for Bankrate and LendEDU. Her advice has been featured in Financial Advisor, Wealth Management, NerdWallet, U.S. News & World Report and many more outlets.

Through her leadership, contributions and volunteerism within the financial services industry, Chloé has been recognized as one of Investment News’ Top 40 Under 40 in 2017, Financial Advisor Magazine’s 10 Young Advisors to Watch in 2021 and Investopedia’s 100 Most Influential Financial Advisors in 2020, 2021, 2022 and 2023.

Cristian Mundy, CFP^®
Beverly Hills, CA

Cristian Mundy, CFP® is a bilingual Senior Wealth Manager at LifeLine Financial & Wealth Management Group, based in Beverly Hills, with over 17 years of experience in financial planning and wealth management. Originally from Chile, Cristian is a proud Latino and first-generation college graduate, holding a Bachelor’s degree in Business Administration with a concentration in Finance from The University of Arizona.

Cristian began his career at J.P. Morgan, where he spent over a decade as both a Private Banker and Financial Advisor, before joining LifeLine Financial & Wealth Management Group to lead its expansion into the MLB and Latin Entertainment industries. He now specializes in serving professional athletes across MLB, NBA and NFL, as well as entertainers, executives and high-net-worth individuals throughout the U.S. and Latin America, supporting the creation of dynasties built to last.

Outside of his professional work, Cristian is a youth coach and community mentor, dedicating weekly time to educating young athletes and their families. He is also a firm believer in the connection between financial health and personal well-being and prioritizes fitness and wellness as core components of his lifestyle and practice.

David Rae, CFP^®
Huntersville, NC

David Rae, CFP® is the founder of DRM Wealth Management, an independent Registered Investment Advisor.

Over the past year, David has made over 200 TV appearances on shows such as NBC Nightly News, Nightline and Fox and Friends, along with others on the networks of ABC and CBS. He also regularly provides financial insights for publications ranging from Forbes.com, Vogue, Time, The Advocate and Men’s Health, as well as writing for the FinancialPlannerLA.com blog.

His specialty of working with friends of the LGBTQ+ community has helped him build a diverse, loyal clientele across the country. With 20-plus years as a financial pro, he always makes a point to stand out from the crowd.

When not working, you will likely spot David on his bike. He has ridden from San Francisco to Los Angeles seven times as part of the AIDS/LifeCycle, raising money to fight HIV/AIDS. He lives in West Hollywood with his husband and their two chihuahuas.

David is committed to helping LGBTQ+ people succeed as CERTIFIED FINANCIAL PLANNER® professionals, as well as ensuring that friends of the LGBTQ+ community receive the type of fabulous financial planning guidance they deserve.

Riley Saunders, CFP^®
Arlington, VA

Riley Saunders, CFP® is a financial planner at Cassaday & Company. He plays a key role in client relationships, leading meetings and managing financial plans. With a background in financial psychology, Riley integrates behavioral finance and financial therapy principles into his practice to help clients navigate their financial lives with confidence.

Riley earned his master’s degree in Personal Financial Planning from Kansas State University, specializing in Financial Therapy under the mentorship of Dr. Megan McCoy and Dr. Meghaan Lurtz. He is actively involved in industry thought leadership, contributing to the Journal of Financial Planning and serving on George Mason University’s Financial Planning and Wealth Management Board of Directors.

A dedicated advocate for financial education, Riley works closely with Virginia Tech, his alma mater, and works with the FPA NexGen community, co-producing The Blueprint podcast. He also participates in the Financial Planning Association’s advocacy initiatives in Washington, D.C.

Originally from Charlottesville, Va., and a third-generation Hokie, Riley is passionate about advancing the profession, mentoring young advisors and helping clients achieve financial clarity and security.