In the News
CFP Board Taps New Chair, AB Appoints President
CFP Board announced that Terri Kallsen, CFP® has assumed the role of chair of its Board of Directors, leading the organization that certifies over 107,000 financial planning professionals nationwide. “I’m honored to step into this leadership role at CFP Board at such a critical moment for our profession,” said Kallsen.
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401(K) SpecialistAmanda Umpierrez
January 9, 2026