About CFP Board
Board of Directors
The Board of Directors is the policy-making and oversight body of CFP Board. The Board's role is to act on behalf of the public, CFP® professionals and other stakeholders to further the missions of CFP Board of Standards and CFP Board Center for Financial Planning.
Interested in Serving on the Board?
The 2025 application deadline is June 6, 2024.
The Board of Directors is the governing authority for CFP Board Center for Financial Planning and the Board of Directors and sole voting members of CFP Board of Standards.
The Board welcomes your feedback and questions. You can reach out to the Board by emailing BOD@cfpboard.org.
Board Directors
Matthew Boersen, CFP®, CFA®
Elizabeth K Miller, CFP®, CFA®
Louis Barajas, CFP®, MBA
Marguerita (Rita) Cheng, CFP®
Aneri Jambusaria, CFP® , MBA
Terri Kallsen, CFP®
Malik Lee, CFP®, CAP®, APMA℠
Linda Y. Leitz, Ph.D, CFP®, EA
Peter Rohr, CFP®
Martin Seay, Ph.D., CFP®
Richard Shaw, CFP®, MBA
Richard Sherlock
Nancy Smith, JD
Elisse Walter, JD
Kevin R. Keller, CAE