CFP Board logo

CFP Board Employee Directory

Non-profit OrganizationsDistrict of Columbia, United States201-500 Employees

CFP Board serves as the professional authority for personal financial planners in the United States, comprising two affiliated organizations that work together to advance the financial planning profession for the public’s benefit. It sets standards for financial planning and administers the CERTIFIED FINANCIAL PLANNER certification, widely recognized as the benchmark for competent and ethical financial planning. The CFP designation is held by more than 100,000 professionals nationwide, and the organization operates as a mid-sized nonprofit based in Washington, D.C. 

The CFP Board Center for Financial Planning focuses on diversity and workforce development and conducts research that expands the profession’s knowledge base. In May 2026, CFP Board partnered with the Charles Schwab Foundation to administer a scholarship program for students nationwide pursuing CFP certification.

Find CFP Board employees' phone numbers or email addresses

CFP Board Global Highlights

Location
Employees

North America
391

Minus sign iconPlus sign icon
  • United States Of America
    390
  • Panama
    1

Africa
6

Minus sign iconPlus sign icon
  • Côte D'ivoire
    2
  • Guinea
    1
  • Kenya
    1
  • Algeria
    1
  • South Africa
    1

Asia
3

Minus sign iconPlus sign icon
  • India
    3

South America
3

Minus sign iconPlus sign icon
  • Brazil
    2
  • Venezuela
    1

Europe
2

Minus sign iconPlus sign icon
  • Italy
    1
  • United Kingdom Of Great Britain And Northern Ireland
    1

Oceania
1

Minus sign iconPlus sign icon
  • Australia
    1

CFP Board's Leadership

  • Stylized image of a person
    R. M.
    Cfo
    Phone icon
  • Stylized image of a person
    K. Y.
    Chief Financial Officer
    Phone icon
  • Stylized image of a person
    C. C.
    Chief Of Staff
    Phone icon
  • Stylized image of a person
    A. R.
    Vice President - Financial Consultant
    Phone icon
  • Stylized image of a person
    W. S.
    President Chief Executive Officer
    Phone icon
  • Stylized image of a person
    C. F. C. A. C.
    President And Co-Founder
    Phone icon
  • Stylized image of a person
    K. H.
    President
    Phone icon
  • Stylized image of a person
    M. K.
    Head Of Research
    Phone icon

CFP Board Employee Metrics

100%
50%
0%
2026
2025
  • Finance
  • Legal
  • Analytics
  • Administrative
  • Marketing
  • Other
  • Program & Project Management
  • Education
  • Business
  • Branding
  • Accounting

Contact profiles from CFP Board

Name
Title
Contact Info
Location
Last Update
  • Stylized image of a person
    C. N.
    Examinations Program Manager
    Phone icon
    Oct 23, 2024
  • Stylized image of a person
    C. W.
    Associate Wealth Manager
    Phone icon
    Oct 24, 2024
  • Stylized image of a person
    M. G.
    Assistant Manager
    Phone icon
    Oct 23, 2024
  • Stylized image of a person
    L. M. C.
    Principal Investigator
    Phone icon
    Mar 25, 2026
  • Stylized image of a person
    D. L.
    Principal
    Phone icon
    Oct 18, 2024
  • Stylized image of a person
    H. J.
    Principal
    Phone icon
    Oct 23, 2024
  • Stylized image of a person
    R. D.
    Cfp® Pro Spokeswoman
    Phone icon
    Jun 25, 2026
  • Stylized image of a person
    A. L.
    Associate
    Phone icon
    BrazilSão Paulo
    Dec 02, 2025
  • Stylized image of a person
    Z. H.
    Cfp Board Ambassador
    Phone icon
    Jun 19, 2026
  • Stylized image of a person
    J. D.
    Program Specialist
    Phone icon
    Jul 08, 2026

Frequently Asked Questions

What is CFP Board known for?

Minus sign iconPlus sign icon
CFP Board was founded in 1985 operates in the Non-profit Organizations industry; you can contact the main corporate office by phone at . Explore CFP Board's company overview page for more information.

What is CFP Board's most common email format?

Minus sign iconPlus sign icon
CFP Board employees' email format typically follows the pattern of . Trying to find reliable and up-to-date employee contact data? Find more CFP Board email formats with LeadIQ.

How many employees does CFP Board have currently?

Minus sign iconPlus sign icon
CFP Board has approximately 288 employees as of July 2026. These team members are located across 6 continents, including North AmericaAfricaAsia.

Who are CFP Board's key employees and leadership?

Minus sign iconPlus sign icon

As of July 2026, CFP Board's key employees include:

  • Cfo: R. M.
  • Chief Financial Officer: K. Y.
  • Chief Of Staff: C. C.
  • Vice President - Financial Consultant: A. R.
  • President Chief Executive Officer: W. S.

Looking for contact data? Unlock accurate emails and phone numbers for your ideal prospects with LeadIQ.

Ready to create more pipeline?

Get a demo and discover why thousands of SDR and Sales teams trust
LeadIQ to help them build pipeline confidently.

© LeadIQ, Inc. All rights reserved.