Certified Financial Planner Board of Standards, Inc.

Certified Financial Planner Board of Standards, Inc.

Certified Financial Planner Board of Standards, Inc.

Overview
Date Founded

1985

Headquarters

1425 K Street NW,Suite 800,Washington, DC 20005

Charitable Causes

Chambers of Commerce & Business Leagues

Employees (Worldwide)

72

Industries

Other Business & Consulting Services
Social Interest

Company Description

Certified Financial Planner Board of Standards, Inc. (CFP Board) was founded in 1985 as a 501(c)(3) non-profit organization that serves the public interest by promoting the value of professional, competent and ethical financial planning services, as represented by those who have attained CFP® certification.

Contact Data
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Executives & Employees

Chief Executive Officer

Chief Financial Officer

Chief Operating Officer

Chief Operating Officer

General Counsel

Managing Director, Professional Practice (Education, Examination & Experience)

Managing Director, Examinations, Education & Talent

Director

Director of IT

Executive Director, Center for Financial Planning

Board of Directors

President & Chief Executive Officer at C2P Capital Advisory Group LLC

Chairman at Certified Financial Planner Board of Standards, Inc.

Commentator at WVSG AM

Chief Executive Officer & Director at American Speech-Language-Hearing Association, Inc.

President & Chief Executive Officer at Share Our Strength, Inc.

Chief Operating Officer & Executive Vice President at Pinnacle Summer Investments, Inc.

Head of Wealth Planning, Wealth Management Division at Janney Montgomery Scott LLC

Chief Executive Officer at Certified Financial Planner Board of Standards, Inc.

Principal & Founding Member at Moisand Fitzgerald Tamayo LLC

Member, Board of Directors at Certified Financial Planner Board of Standards, Inc.

Paths to Certified Financial Planner Board of Standards, Inc.
Potential Connections via
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Certified Financial Planner Board of Standards, Inc.
Advisors & Consultants
Consultant

The Boston Consulting Group, Inc. engages in the provision of management consulting services. It includes data science, technology and design, digital ventures, and business purpose. It helps clients with total transformatio such as inspiring complex change, enabling organizations to grow, building competitive advantage, and driving bottom-line impact. The company was founded by Bruce Doolin Henderson in 1963 and is headquartered in Boston, MA.

Public Relations

Arnold Worldwide provides advertising, marketing, and promotional services. It offers services to data mining, public relations, design, and direct marketing services. The company was founded in 2000 and is headquartered in Boston, MA.

Technology Consultant

Avectra, Inc. designed, developed, and marketed association management software solutions. It offered software applications for streamline membership management, e-marketing, social media, donor management, fund-raising efforts, and advocacy campaign management. The company was founded by Robert Miller and Kevin G. Ordonez in 1994 and was headquartered in Chicago, IL.

Advisor

Corporate Managing Director at Savills Studley, Inc.

Key Stats and Financials As of 2016
Market Capitalization
Total Enterprise Value
Earnings Per Share
Revenue
$35.4M
Non-Profit Donations & Grants Received
$17.9K
06/30/2009
Suppliers
Arnold Worldwide LLC Advertising & Marketing | Boston, MA

Arnold Worldwide provides advertising, marketing, and promotional services. It offers services to data mining, public relations, design, and direct marketing services. The company was founded in 2000 and is headquartered in Boston, MA.

Prometric LLC Holding Companies | BALTIMORE, MD

Prometric LLC engages in provision of testing and assessment services. It offers test development and delivery. The firm serves the academic, corporate, government, financial, healthcare, information technology and professional associations industries. The company was founded in 1990 and is headquartered in Baltimore, MD.

Custom Direct LLC Other Business & Consulting Services | Golden, CO

Part of Deluxe Corp., Custom Direct LLC is a company headquartered in the United States that provides marketing design and production services for digital and print media.

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