News Release
30 CERTIFIED FINANCIAL PLANNER™ Professionals Named in Financial Times “FT 100 US Women Financial Advisers 2014”
Certified Financial Planner Board of Standards, Inc. is proud to announce that 30 CFP® professionals were named in Financial Times’ “FT 100 U.S. Women Financial Advisers 2014.”
“I want to extend my sincere congratulations to the 30 CERTIFIED FINANCIAL PLANNER™ professionals named to Financial Times’ ‘FT 100 U.S. Women Financial Advisers’,” said CFP Board CEO Kevin Keller, CAE. “This is a great honor that highlights their dedication to clients and to the financial planning profession.”
Financial Times generates this list by inviting brokerages, private banks, and registered investment advisers to submit candidates, and uses advisers’ self-reported data, regulatory disclosures and research to score attributes such as assets under management, growth rate, and credentials.
For Financial Times’ full list, visit http://www.ft.com/reports/top-women-financial-advisers.
“The Financial Times report recognizes that CFP® professionals make up a third of its list, noting that CFP® certification has helped women advisers advance their careers and grow their business,” said CFP Board Chair Ray Ferrara, CFP®. “This is certainly true of many of the nearly 71,000 CFP® professionals in the U.S.—men and women. As CFP Board continues its Women’s Initiative to find solutions to increasing the number of women in the financial planning profession, we are pleased that so many CFP® professionals are being recognized as among the best women financial advisers in our nation.”
| NAME | PRACTICE NAME | LOCATION |
| Christina Burroughs CFP® | Miller Russell Associates | Phoenix, AZ |
| Laura D. Belo, CFP® | UBS Financial Services | San Francisco, CA |
| Karen Blodgett, CFP® | Aspiriant | San Francisco, CA |
| Anne B. Golden, CFP® | First Republic Investment Mgt | San Francisco, CA |
| Debbie Jorgensen, CFP® | Merrill Lynch Wealth Mgt | San Francisco, CA |
| Monica Piepenkotter, CFP® | Merrill Lynch Private Banking & Investment Group | La Jolla, CA |
| Debra L. Wetherby, CFP® | Wetherby Asset Mgt | San Francisco, CA |
| Cheryl L. Young, CFP® | Morgan Stanley | Los Gatos, CA |
| Dana Hanson, CFP® | Relyea Zuckerberg Hanson | Stamford, CT |
| Margaret C. Starner, CFP® | Starner Group of Raymond James | Coral Gables, FL |
| Faith Read Xenos, CFP® | Singer Xenos Wealth Mgt | Coral Gables, FL |
| Kathy Stepp, CFP® | Stepp & Rothwell, Inc. | Overland Park, KS |
| Susan C. Kaplan, CFP® | LPL Financial | Newton Lower Falls, MA |
| Kelly Maregni, CFP® | Federal Street Advisors | Boston, MA |
| Lynn L. Chen-Zhang, CFP® | Zhang Financial | Portage, MI |
| Rebecca S. Sorensen, CFP® | UBS Financial Services | Birmingham, MI |
| Diane R. Compardo, CFP® | The Compardo Team at Moneta Group | St. Louis, MO |
| Claudia Shilo, CFP® | Ballentine Partners | Wolfeboro, NH |
| Karen C. Altfest, CFP® | Altfest Personal Wealth Mgt | New York, NY |
| Lee DeLorenzo, CFP® | United Asset Strategies, Inc. | Garden City, NY |
| Alyssa C. Moeder, CFP® | Merrill Lynch Private Banking & Investment Group | New York, NY |
| Deborah D. Montaperto, CFP® | Morgan Stanley Private Wealth Mgt | New York, NY |
| Georgia S. Mouzakis, CFP® | Citi Private Bank | New York |
| Christine Carleton, CFP® | Truepoint Wealth Counsel | Cincinnati, OH |
| Peggy M. Ruhlin, CFP® | Budros, Ruhlin & Roe, Inc. | Columbus, OH |
| Patricia C. Brennan, CFP® | Key Financial, Inc. | West Chester, PN |
| Kristen K. Habich, CFP® | JPMorgan Private Bank | Houston, TX |
| Susan Heuer, CFP® | Merrill Lynch Wealth Mgt | Houston, TX |
| Elissa Buie, CFP® | Yeske Buie | Vienna, VA |
| Barbara A. Potter, CFP® | Laird Norton Wealth Mgt | Seattle, WA |