CFP Board Ambassadors are CERTIFIED FINANCIAL PLANNER™ professionals, and they will serve as representatives of CFP Board. They were chosen after completing a rigorous application process and based on their demonstrated leadership skills, passion for the financial planning profession and commitment to the CFP Board's mission to serve the public.
"CFP Board Ambassadors provide a valuable service to the financial planning profession, to the public and to our organization," said CFP Board Senior Ambassador Jill Schlesinger, CFP®. "These Ambassadors will give local voice to our consumer advocacy and mission to benefit the public."
Senior CFP Board Ambassador
The CFP Board Ambassadors are:
- Lynn Ballou, CFP®, San Francisco Bay Area, CA
- Spencer Betts, CFP®, Boston
- Douglas A. Boneparth, CFP®, New York
- JJ Burns, CFP®, Long Island, NY
- Dan Candura, CFP®, Boston
- Cary Carbonaro, CFP®, Long Island, NY
- Joshua T. Charles, CFP®, Washington, DC
- Marguerita Cheng, CFP®, Washington, DC
- Cheryl Costa, CFP®, Boston
- Carina Diamond, CFP®, Akron, OH
- Mark DiGiovanni, CFP®, Atlanta
- Greg Dorriety, CFP®, Mobile, AL
- Jeanne Fisher, CFP®, Louisville, KY
- Daniel Forbes, CFP®, Providence, RI
- Karl Frank, CFP®, Denver
- Elaine King Fuentes, CFP®, Miami
- Shannah Game, CFP®, Los Angeles
- Andrew Gardener, CFP®, Houston
- Felicia Gopaul, CFP®, Orange County, CA
- Don Grant, CFP®, Wichita, KS
- Michael Guillemette, Ph.D., CFP®, Lubbock, TX
- Paul Jarvis, CFP®, Fargo, ND
- Troy E. Jones, CFP®, Oklahoma City
- Scott Kaminsky, CFP®, Philadelphia
- Dan Keady, CFP®, Charlotte, NC
- Joseph Kelly, CFP®, Princeton, NJ
- Brad Ledwith, CFP®, Silicon Valley, CA
- Ross Levin, CFP®, Minneapolis
- Dan Mathews, CFP®, Kansas City, MO
- Robert Pagliarini, CFP®, Orange County, CA
- Steven Podnos, MD, CFP®, Cocoa Beach, FL
- Joel Redmond, CFP®, Syracuse, NY
- Marty Reid, CFP®, Charlotte, NC
- Steve Repak, CFP®, Charlotte, NC
- Charles Bennett Sachs, CFP®, Miami
- Bill Schretter, CFP®, Cincinnati, OH
- Shashin Shah, CFP®, Dallas
- Larry Stein, CFP®, Chicago
- Neal Van Zutphen, CFP®, Phoenix
- Scott Ward, CFP®, Birmingham, AL
- David Zuckerman, CFP®, Los Angeles
To contact or arrange interviews with any of our CFP Board Ambassadors, please contact Dan Drummond, CFP Board’s Director of External Communications, at 202-379-2252 or
ddrummond@cfpboard.org.