CFP Board

CFP Board Employee Directory

Non-profit OrganizationsUnited States201-500 Employees

CFP Board is the professional body for personal financial planners in the U.S. CFP Board consists of two affiliated organizations focused on advancing the financial planning profession for the public’s benefit. CFP Board of Standards sets and upholds standards for financial planning and administers the prestigious CERTIFIED FINANCIAL PLANNER® certification — widely recognized by the public, advisors and firms as the standard for financial planners — so that the public has access to the benefits of competent and ethical financial planning. CFP® certification is held by more than 100,000 people in the U.S. CFP Board Center for Financial Planning addresses diversity and workforce development challenges and conducts and publishes research that adds to the financial planning profession’s body of knowledge.

Learn more at http://www.CFP.net.

Join CFP Board's LinkedIn group at: http://www.linkedin.com/groups?=&gid=3020476

Find CFP Board employees' phone numbers or email addresses

CFP Board Global Highlights

Location
Employees

North America
356

Minus sign iconPlus sign icon
  • United States Of America
    356

Africa
5

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

South America
3

Minus sign iconPlus sign icon
  • Brazil
    2
  • Venezuela
    1

Asia
2

Minus sign iconPlus sign icon
  • India
    2

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
    L. D.
    Chief Program Officer
    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
    B. G. M.
    Head Technology Officer
    Phone icon
  • Stylized image of a person
    T. S.
    Head Of Enforcement, Cfp Board
    Phone icon
  • Stylized image of a person
    M. K.
    Head Of Research
    Phone icon
  • Stylized image of a person
    K. R. K.
    Ceo
    Phone icon

CFP Board Employee Metrics

100%
50%
0%
2025
2024
  • Finance
  • Legal
  • Analytics
  • Administrative
  • Marketing
  • Other
  • Program & Project Management
  • Education

Contact profiles from CFP Board

Name
Title
Contact Info
Location
Last Update
  • Stylized image of a person
    M. R.
    Human Resources Director
    Phone icon
    United StatesDistrict of Columbia
    Nov 03, 2025
  • Stylized image of a person
    A. D.
    Brokerage Director
    Phone icon
    United StatesMassachusetts
    Oct 21, 2024
  • Stylized image of a person
    D. D.
    Director Of Public Relations
    Phone icon
    UNITED STATES
    Oct 18, 2024
  • Stylized image of a person
    G. R.
    Director Marketing
    Phone icon
    United StatesDistrict of Columbia
    Feb 26, 2024
  • Stylized image of a person
    I. L.
    Director Examinations
    Phone icon
    Oct 22, 2024
  • Stylized image of a person
    J. P.
    Director Of External Communications
    Phone icon
    Oct 16, 2024
  • Stylized image of a person
    J. B.
    Managing Director, Corporate Relations
    Phone icon
    Oct 16, 2024
  • Stylized image of a person
    J. M.
    Managing Director, Corporate Relations
    Phone icon
    Oct 16, 2024
  • Stylized image of a person
    K. R.
    Director Continuing Education
    Phone icon
    Oct 23, 2024
  • Stylized image of a person
    K. H.
    Director, Corporate Relations
    Phone icon
    United StatesKansas
    Oct 21, 2024

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. The company's main headquarters is located in 1425 K St. NW, Suite 800 Washington, DC 20005, US; 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 269 employees as of October 2025. These team members are located across 6 continents, including North AmericaAfricaSouth America.

Who are CFP Board's key employees and leadership?

Minus sign iconPlus sign icon

As of October 2025, CFP Board's key employees include:

  • Chief Program Officer: L. D.
  • Chief Financial Officer: K. Y.
  • Chief Of Staff: C. C.
  • Vice President - Financial Consultant: A. R.
  • Head Technology Officer: B. G. M.

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.