The board of directors of the CFP Board elects four new members

WASHINGTON, November 17, 2021 / PRNewswire / – The Board of Directors of the Certified Financial Planner Board of Standards, Inc. (CFP Board) today announced that it has elected four new members to the Board of Directors: Louis barajas, CFP®, Terri kalsen, CFP®, Pierre Rohr, CFP® and Martin seay, Ph.D., CFP®. The Board of Directors is the policy-making and oversight body of the CFP Board of Directors and acts on behalf of the public, CFP® professionals and other stakeholders.

“We are delighted to welcome Louis, Terri, Peter and Martin to the Board of Directors as we embark on our new strategic priorities for the next five years,” said CFP Chairman-elect. , Kamila Elliott, CFP®. “The new members bring decades of financial planning leadership and experience to the board at a variety of financial services and higher education companies. Their skills and ideas will help propel the CFP Board of Directors as we advance our mission to benefit the public by granting CFP® certification and maintaining it as the recognized standard of excellence for competent and ethical personal financial planning. . “

In 2021, the board’s nominations committee performed a detailed gap analysis of its nomination process. Based on its findings, the Committee identified four recruitment priorities to ensure that it has the diversity of experiences, points of view and representation necessary for good governance in 2022:

  1. Representative of a major investment advisor registered at national level,
  2. Representative of a national direct retail financial services company,
  3. Representative of a large spinning mill, and
  4. A program director or faculty member of a program registered with the CFP board of directors.

In addition to these four criteria, the committee also considered candidates who would increase the diversity of the board. This was the first year that such a comprehensive analysis was conducted and then communicated to potential candidates. Using the descriptive profile as a guide, the Board elected the following members:

Louis barajas, CFP® is President and Partner of MGO Private Wealth LLC, where he acts as a wealth manager for influential Latin celebrities, athletes, executives and other high net worth individuals in the entertainment and sports industry. He is also the founder and CEO of Business Management LAB, where he provides comprehensive business management services to iconic Latin artists. Louis is a national speaker and author of The Latino Journey to Financial Greatness, among other books, and received the prestigious Heart of Financial Planning Award from the Financial Planning Association (FPA) in 2014. An advocate for volunteer work, he provides financial education . workshops in underserved communities across the United States Louis received his Bachelor of Arts degree from UCLA, and an MBA from Claremont Graduate University. He obtained his CFP® certification in 1990.

Terri kalsen, CFP® is COO at Wealth Enhancement Group, where she leads organization-wide plans that enable the company to serve its financial advisors more effectively and efficiently. Previously, she was Executive Vice President of Investor Services at Charles Schwab, where she was responsible for long-term growth and client retention. Terri also led the Schwab retail branch network of over 300 offices, championing the delivery of financial planning to clients. She obtained a Bachelor of Science degree from Saint-Benoît College in Minnesota, and a Master of Science degree from the University of Wisconsin — Oshkosh. Terri obtained her CFP® certification in 2005.

Pierre Rohr, CFP® is Managing Director of Merrill’s private wealth advisor group, The Rohr Group. Throughout his 30-year career, Peter has worked closely with very wealthy individuals to achieve their financial goals and streamline their wealth management services. Peter is particularly adept in investment management, estate planning strategies and business leadership services. He is godfather of “Barron’s for Education” at Lincoln University, the country’s first historically black college and university to grant degrees. Peter obtained a Bachelor of Arts degree from West Chester University. He obtained his CFP® certification in 2004.

Martin seay, Ph.D., CFP® is head of department and associate professor of personal financial planning at Kansas State University, where he teaches at the CFP Board enrolled at the undergraduate and doctoral levels. programs. His research focuses on borrowing decisions, how psychological characteristics shape financial behavior, and how consumers seek and use financial advice. Martin served as Chairman of the Board of Directors of the FPA in 2020. He obtained a Bachelor of Science degree and a PhD. with an emphasis on family financial planning, both from the University of Georgia. Martin obtained his CFP® certification in 2014.

At December 31, 2021, the mandates of the current chairman of the board Douglas S. King, CFP®, Susan Baran, Esq, CFP®, Ed moore, CFP®, and Martin Schamis, CFP® will expire. At January 1, 2022, Kamila Elliott, CFP® will take the helm as Chairman of the Board of Directors, and Daniel Moisand, CFP® will become elected chairman of the board of directors.

“We are deeply grateful to Doug, Susan, Ed and Martin for their leadership and dedication to the important mission of the CFP Board of Directors,” added Elliott. “Their contributions to our strategic planning process have helped us set ambitious and impactful strategic priorities that will guide the organization for years to come,” added Elliott.

Beginning of the three-year term of new Board members January 1, 2022, and finish the December 31, 2024. This year’s class may be re-elected by the Council for a second three-year term. With the four new members elected this month, the Board will be composed of 16 voting members (10 CFP® professionals and 6 non-CFP® professionals including 4 public members). Chairman and CEO of the PCP Board of Directors Kevin R. Keller, CAE, will continue as a non-voting member, bringing the total number of board members to 17.

Certified Financial Planner Board of Standards, Inc. is a professional body for personal financial planners in the United States. The CFP Board sets standards for financial planning and administers the prestigious CFP® certification – one of the most respected certifications in services access and the benefits of competent and ethical financial planning. The CFP Board of Directors, with its Financial Planning Center, is committed to raising public awareness about CFP® certification and access to a diverse, ethical and competent workforce in financial planning. Widely recognized by companies as the standard in financial planning, CFP® certification is held by more than 90,000 people in United States.

SOURCE Certified Financial Planner Board of Standards, Inc.

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