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 ST NW STE 800, WASHINGTON, DC, 200053673, USA

Charitable Causes

Chambers of Commerce & Business Leagues

Employees (Worldwide)

83

Industries

Consumer Finance
Accounting & Financial Services
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

Managing Director

Director, Information Technology

Director

Board of Directors

President & Partner at GRID 202 Partners

President & Chief Executive Officer at C2P Capital Advisory Group LLC

Co-Director, Dennis J. Block Center at Brooklyn Law School

Vice Chairman at Otterbein University

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

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

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

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

Principal & Founding Member at Moisand Fitzgerald Tamayo LLC

Former First Vice President-Wealth Management & Wealth Advisor, Fdg Group at UBS AG

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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 specializes in automotive and mobility; biopharmaceuticals; consumer products; education; oil and gas; power and utilities; engineered products and infrastructure; financial institutions; and health care payers, providers, and services. It offers big data and advanced analytics; change management; client learning and enablement; and corporate development and financial services. 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

Managing Director at Savills Studley, Inc.

Key Stats and Financials As of 2018
Market Capitalization
Total Enterprise Value
Earnings Per Share
Revenue
$40.1M
Non-Profit Donations & Grants
Non-Profit Donations & Grants Received
$25K
08/2020
$450
12/31/2018
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 IT Consulting & Services | Baltimore, MD

Prometric LLC engages in provision of testing and assessment services. The firm offers test development and delivery. It 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

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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