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Increasing Awareness

CFP Board Ambassadors

CFP Board Ambassadors are CERTIFIED FINANCIAL PLANNER™ professionals who serve as representatives of CFP Board. They were chosen based on their demonstrated leadership skills, passion for the financial planning profession and commitment to CFP Board's mission to serve the public. They give local voice to our consumer advocacy and mission to benefit the public.

Louis Barajas, CFP®  is a CFP Board Ambassador
Louis Barajas, CFP®, MBA, EA

Irvine, CA

Julie Bates, CFP®  is a CFP Board Ambassador
Julie R. Bates, CFP®, AIF®, CAP®

Atlanta, GA

Spencer Betts, CFP® is a CFP Board Ambassador in Boston.
Spencer Betts, CFP®

Boston, MA

Douglas A. Boneparth, CFP® is a CFP Board Ambassador in New York, NY.
Douglas A. Boneparth, CFP®

New York, NY

JJ Burns, CFP®

Long Island, NY

Cary Carbonaro, CFP® is a CFP Board Ambassador in Long Island, NY.
Cary Carbonaro, CFP®

Long Island, NY / Orlando, FL

Brittney-Castro-2020-CFP- Board-Ambassador
Brittney Castro, CFP®, CRPC®, AAMS®

Los Angeles, CA

Marguerita Cheng, CFP® is a CFP Board Ambassador in Washington, DC.
Marguerita Cheng, CFP®

Washington, DC

Cheryl Costa, CFP®, is a CFP Board Ambassador in Boston.
Cheryl Costa, MBA, CFP®

Boston, MA

Mark DiGiovanni, CFP®  is a CFP Board Ambassador from Atlanta, Georgia
Mark DiGiovanni, CFP®

Atlanta, GA

Letian Dong, CFP®  is a CFP Board Ambassador
LeTian Dong, CFP®, RICP®

Durham, NC

Jeanne Fisher, CFP® is a CFP Board Ambassador in Louisville KY.
Jeanne Fisher, CFP®

Louisville, KY

Daniel Forbes, CFP® is a CFP Board Ambassador in Providence, RI.
Daniel Forbes, CFP®

Providence, RI

Karl Frank, CFP® is a CFP Board Ambassador in Denver, CO.
Karl Frank, CFP®

Denver, CO

Elaine King Fuentes, CFP® is a CFP Board Ambassador in Miami, FL.
Elaine King Fuentes, CFP®

Miami, FL

Shannah Game, CFP® is a CFP Board Ambassador in Los Angeles, CA.
Shannah Compton Game, CFP®

Los Angeles, CA

Andrew Gardener, CFP®  is a CFP Board Ambassador from Houston, Texas
Andrew Gardener, CFP®

Houston, TX

Don Grant CFP Board Ambassador
Don Grant, CFP®

Wichita, KS

David Holland CFP Board Ambassador
David D. Holland, CFP®, CPA, PFS, ChFC®

Ormond Beach, Florida

Paul Jarvis CFP Board Ambassador
Paul Jarvis, CFP®

Fargo, ND

Troy Jones, CFP® is a CFP Board Ambassador in Oklahoma City, OK
Troy E. Jones, CFP®

Oklahoma City, OK

Scott J. Kaminsky, CFP® is a CFP Board Ambassador in Philadelphia, PA.
Scott Kaminsky, CFP®

Philadelphia, PA

Dan Keady, CFP® is a CFP Board Ambassador from Boston.
Dan Keady, CFP®

Joseph Kelly, CFP® is a CFP Board Ambassador in Princeton, NJ.
Joseph Kelly, CFP®

Princeton, NJ

Laura LaTourette CFP Board
Laura J. LaTourette, CFP®

Dahlonega, GA

Brad Ledwith, CFP® is a CFP Board Ambassador in Silicon Valley, CA.
Brad Ledwith, CFP®

Silicon Valley, CA

Ross Levin, CFP® is a CFP Board Ambassador in Minneapolis, MN.
Ross Levin, CFP®

Minneapolis, MN

Dan Mathews, CFP® is a CFP Board Ambassador in Kansas City, MO
Dan Mathews, CFP®

Kansas City, MO

Rod Meloni CFP Board Ambassador
Rod Meloni, CFP®

Detroit, Michigan

Robert Pagliarini, CFP® is a CFP Board Ambassador in Orange County, CA.
Robert Pagliarini, CFP®

Orange County, CA

Steven Podnos, CFP® is a CFP Board Ambassador in Coco Beach, FL
Steven Podnos, MD, CFP®

Cocoa Beach, FL

Joel Redmond, CFP® is a CFP Board Ambassador in Syracuse, NY.
Joel Redmond, CFP®

Syracuse, NY

Marty Reid, CFP® is a CFP Board Ambassador in Charlotte, NC
Marty Reid, CFP®

Charlotte, NC

Steve Repak,  CFP® is a CFP Board Ambassador in Charlotte, NC
Steve Repak, CFP®

Charlotte, NC

Luis Rosa, CFP®  is a CFP Board Ambassador
Luis F. Rosa , CFP®, EA

Henderson, NV

Charles Bennett Sachs, CFP® is a CFP Board Ambassador in Miami, FL
Charles Bennett Sachs, CFP®

Miami, FL

Bill Schretter, CFP®  is a CFP Board Ambassador from Cincinnati, OH
Bill Schretter, CFP®

Cincinnati, OH

Shashin Shah, CFP® is a CFP Board Ambassador in Dallas, TX
Shashin Shah, CFP®

Dallas, TX

Jeremy Shipp, CFP®  is a CFP Board Ambassador
Jeremy D. Shipp, CFP®, CLU®, RICP®, WMCP®

Richmond, VA

Akeiva Thomas, CFP®  is a CFP Board Ambassador
Akeiva M. Thomas, CFP®

Boston, MA

Neal Van Zutphen, CFP® is a CFP Board Ambassador in Phoenix, AZ.
Neal Van Zutphen, CFP®

Phoenix, AZ

Erin Voisin CFP Board Ambassador
Erin Voisin, CFP®, MS, EA, CDFA®, ChFC®

Torrance, CA

Scott Ward, CFP® is a CFP Board Ambassador in Birmingham, AL.
Scott Ward, CFP®

Birmingham, AL

Charles Weeks CFP Board Ambassador
Charles C. Weeks Jr., CFP®

Philadelphia, PA

Mark Wernig, CFP®

Carlsbad, CA

Grace Yung, CFP®  is a CFP Board Ambassador
Grace S. Yung, CFP®

Houston, TX

David Zuckerman, CFP® is a CFP Board Ambassador in Los Angeles, CA.
David Zuckerman, CFP®

Los Angeles, CA

Interview a CFP Board Ambassador

To contact or arrange an interview with any of our CFP Board Ambassadors, please contact Karen Grajales, CFP Board’s Communication Specialist, at 202-379-2256 or kgrajales@cfpboard.org.