Public Policy


Contact Us

CFP Board’s Public Policy and Advocacy Contacts

General Comments/Inquiries: 800-487-1497

Policy Issues

Marilyn Mohrman-Gillis
Managing Director, Public Policy

Grassroots Relations

Eddy Demirovic
Project Manager, Public Policy

Media Relations

Dan Drummond
Director of External Communications

Important Websites

Financial Planning Coalition
Financial Planning Association (FPA)
National Association of Personal Financial Advisors (NAPFA)
US House of Representatives
US Senate
The White House
THOMAS (Legislative Research)
Congressional Information
Congressional Record


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.

Learn more