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Press Release

CFP Board Volunteer Leaders, Center for Financial Planning Executive Director Among InvestmentNews’ Women to Watch

November 21, 2017

Key volunteer leaders and an executive at the Certified Financial Planner Board of Standards, Inc. were among those who have been recognized on InvestmentNews’s 2017 Women to Watch list. 

2017 Board of Directors Member Peggy Ruhlin, CFP®, CPA/PFS was honored with the Alexandra Armstrong Award for Lifetime Achievement in Financial Planning, while 2018 Chair-Elect Susan John, CFP®; CFP Board Center for Financial Planning Executive Director Marilyn Mohrman-Gillis, Esq.; and CFP Board Ambassador Marguerita Cheng, CFP® were chosen from more than several hundred nominations for InvestmentNews’ honor. “I am a CFP® Pro” campaign spokeswoman Rianka Dorsainvil, CFP® was also honored with the Rising Star Award.

“Each of these women are great friends of CFP Board and of the CERTIFIED FINANCIAL PLANNER™ certification,” said CFP Board CEO Kevin R. Keller, CAE. “They have been instrumental in blazing a trail for the next generation of CFP® professionals. Each is certainly worthy of the title ‘Woman to Watch’ as they continue to play unique roles in helping to ensure the public has access to competent and ethical financial planning.”

Each of the advisers and executives who made the third annual InvestmentNews Women to Watch list were chosen from a rigorous selection process designed to identify women who are distinguished leaders, demonstrate a willingness to share their experiences with others and give back to the profession.

“These 20 women have made a lasting impact on the industry,” said Suzanne Siracuse, VP/Publisher of InvestmentNews. “All of these distinguished women have fascinating stories to share and we hope you will enjoy learning more about them, their accomplishments and why they made our list.”

The honorees will publically receive their awards at the InvestmentNews Women to Watch Luncheon on March 13th at The Pierre in New York City.

To learn more about the 2017 winners, awards and the luncheon, please go to investmentnews.com/w2wevent.

ABOUT CFP BOARD

Certified Financial Planner Board of Standards, Inc. is the professional body for personal financial planners in the U.S. CFP Board sets standards for financial planning and administers the prestigious CFP® certification – one of the most respected certifications in financial services – so that the public has access to and benefits from competent and ethical financial planning. CFP Board, along with its Center for Financial Planning, is committed to increasing the public’s awareness of CFP® certification and access to a diverse, ethical and competent financial planning workforce. Widely recognized by firms and consumer groups as the standard for financial planning, CFP® certification is held by more than 83,000 people in the United States.

CONTACT

Dan Drummond, Director of Communications
202-379-2252
Mobile: 202-243-8621
ddrummond@cfpboard.org

About the CFP Board center for financial planning

The CFP Board Center for Financial Planning seeks to create a more diverse and sustainable financial planning profession so that every American has access to competent and ethical financial planning advice. The Center brings together CFP® professionals, firms, educators, researchers and experts to address profession-wide challenges in the areas of diversity and workforce development, and to build an academic home that offers opportunities for conducting and publishing new research that adds to the financial planning body of knowledge

Contact

Jessica Lewis
Communications Specialist
202-379-2256
Mobile: 301-655-0389
jlewis@cfpboard.org