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CFP Board Names New CEO, Replacing Retiring, Longtime Leader

By Rob Burgess January 21, 2026 Financial Planning

CFP Board named K. Dane Snowden as incoming CEO, with Board Chair Terri Kallsen, CFP® emphasizing his leadership qualities and alignment with CFP Board's mission. Snowden will lead the organization as it addresses emerging challenges, including artificial intelligence (AI), following the formation of an AI Working Group and release of a generative AI ethics guide last year.

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Financial Planning
Rob Burgess
January 21, 2026