CFP Board Welcomes Five CFP® Professionals to Ambassador Program

CFP Board welcomes five new CFP® professionals to its Ambassador Program, recognizing their commitment to volunteerism and enthusiasm for helping consumers understand the value of working with a CERTIFIED FINANCIAL PLANNER® professional.

Established in 2010, the CFP Board Ambassador Program brings together a nationwide network of CFP® professionals dedicated to increasing public awareness of CFP® certification and the importance of financial planning. The program's 47 Ambassadors represent a broad range of backgrounds, experiences and financial planning specialties, serving as knowledgeable voices for the media, consumers and aspiring CFP® professionals.

Through articles published on LetsMakeAPlan.org, media appearances, speaking engagements and social media outreach, Ambassadors share their expertise, champion consumer financial education and support CFP Board's mission to advance the financial planning profession for the benefit of the public.

The new CFP Board Ambassadors are as follows:

Ed Coambs, CFP®
Charlotte, NC

Ed Coambs, CFP®, LMFT, CFT-I™, is Chief Relationship Officer at Alpha Financial Advisors in Charlotte, North Carolina. He helps couples strengthen communication and collaboration around money, fostering financial intimacy. He also contributes to firm strategy, organizational growth, and advisor development.

As a CERTIFIED FINANCIAL PLANNER® professional and licensed marriage and family therapist, he previously founded Healthy Love and Money, a financial planning and education company, and authored the award-winning book The Healthy Love and Money Way.

A past president of the Financial Therapy Association, Ed helped develop the Certified Financial Therapist designation. He regularly reviews articles for the Journal of Financial Therapy and has published multiple contributions. He holds master’s degrees in business, counseling, and financial planning.

Joyce Franklin, CFP®
San Francisco, CA

From Big 4 to founder to national firm partner, Joyce Franklin understands wealth management from every angle.

After building her own wealth management firm, Joyce’s firm was acquired by a national firm. Joyce now enjoys giving back as a conference speaker, panel moderator and public advocate for thoughtful financial education and communication.

Much of what Joyce learned from her tech clients gave her the expertise to write two books, Startup Wealth: The Entrepreneur’s Guide to Personal Financial Success and Long-Term Security and Life, Liquidity & the Pursuit of Happiness: How to Maximize and Preserve Your Startup Wealth and Live Your Dreams. In addition to writing articles, she has been quoted by The San Francisco Chronicle, The Wall Street Journal, The New York Times and more.

Joyce holds a B.S. from the University of Virginia and graduate degrees in both Personal Financial Planning and Taxation.

Louis Guajardo, CFP®
Montclair, CA

Louis Guajardo, CFP® grew up watching his single mother of 4 struggle to support their family. That experience shaped his belief that financial stability should be within everyone's reach.

After earning a kinesiology degree from California State University, Fullerton, Louis moved into personal finance. Early in his career, he met two young creators earning over $350,000 a year with no tax plan, no retirement plan, and no roadmap. His boss told him, "Just ignore them." He believed they wouldn't take his advice seriously.

Those creators became a big reason Louis launched his own firm, though a non-solicitation agreement kept him from telling them. Unsure about betting on creators, he focused on retirees. Then the same creators emailed asking to become clients and soon began referring their friends.

Louis realized creators were never the problem; the system just wasn't built for them. He rebuilt his firm as Moonshot Planning, a fee-only fiduciary firm providing financial planning for content creators, influencers, and creative freelancers nationwide. He helps clients smooth irregular income, plan for quarterly taxes, and invest for their goals.

Today, Louis is a creator himself, sharing money education and his entrepreneurial journey as @moonshotlou. He also volunteers with Savvy Ladies, a nonprofit offering free financial education to women.

Amy King, CFP®
Venice, FL

Amy King began her military career in 1994, enlisting in the US Naval Reserves before transitioning to the US Army. She served on active duty for just over 22 years as a Medical Service Corps officer and retired in 2019. Following her military career, Amy became a financial advisor at a large firm before launching her own firm in order to more effectively focus on serving military and Federal civilian families.

Amy is a CERTIFIED FINANCIAL PLANNER® professional, Enrolled Agent, Military Qualified Financial Planner®, and Chartered Federal Employee Benefits Consultant. She is a member of the Military Financial Advisors Association, National Association of Personal Financial Advisors, and XY Planning Network.

Shehara Wooten, CFP®
Dayton, OH

Shehara L. Wooten, CFP®, is the founder of Your Story Financial Academy and Your Story Financial, where she helps high-achieving, ambitious mid-career professional women leaders design and intentionally plan meaningful sabbaticals without sacrificing their long-term financial security.

Shehara helps them shift from feeling financially constrained to being in control, using a values-based, behavior-driven approach that aligns their money with the life they actually want to live. Through her signature framework, the P.A.U.S.E. Sabbatical Lifestyle™ Method, clients learn how to tell their money what to do, create space for intentional rest, and build sustainable wealth that supports both their present lives and future goals.

Before becoming a financial planner, Shehara, a native of Columbus, OH earned her B.S. in Electrical and Computer Engineering from The Ohio State University and eventually navigated her own career pivot, which fuels her passion for helping others make aligned, confident financial decisions.