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CFP Board Taps New Chair, AB Appoints President

By Amanda Umpierrez January 09, 2026 401(K) Specialist

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) Specialist
Amanda Umpierrez
January 9, 2026