CFP Board Ambassadors

Public Policy


CFP Board Ambassadors

CFP Board Ambassadors are CERTIFIED FINANCIAL PLANNER™ professionals, and they 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 CFP Board. They give local voice to our consumer advocacy and mission to benefit the public.


The CFP Board Ambassadors are:

To contact or arrange interviews with any of our CFP Board Ambassadors, please contact Dan Drummond, CFP Board’s Director of Communications, at 202-379-2252 or


Financial Planning Coalition

CFP Board, the Financial Planning Association®, and the National Association of Personal Financial Advisors are working together as the Financial Planning Coalition to pursue consumer protection and industry reform.

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