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CFP Board Elects 3 New Directors

Marguerita Cheng, Richard Shaw and Steve Wallman have been elected to three-year terms on the CFP Board of Directors.

United statesDan moisandNatalie wolfsenLatha ramchandMatthew boersenMarguerita rita chengMarguerita chengBill clintonSteve wallmanCovington burlingRichard shawKevinr kellerRon greenBoard nominating committeeEducation centerNational capital area

CFP Board Elects Three New Directors

Marguerita Cheng, Richard Shaw and Steve Wallman have been elected to three-year terms on the CFP Board of Directors.

New yorkUnited statesTeatown lakeDan moisandNatalie wolfsenLatha ramchandMatthew boersenMarguerita rita chengMarguerita chengBill clintonSteve wallmanCovington burlingRichard shawKevinr kellerRon greenBoard nominating committee

CFP Board Elects Three New Directors

/PRNewswire/ The Certified Financial Planner Board of Standards, Inc. (CFP Board) today announced that its Board of Directors elected three new members:.

United statesNew yorkColumbia universityTeatown lakeDan moisandNatalie wolfsenLatha ramchandMatthew boersenMarguerita rita chengBill clintonSteve wallmanCovington burlingRichard shawKevinr kellerRon greenSenior client advisor at bessemer

CFP Board Elects Three New Directors | PressReleasePoint

The Board of Directors is the policymaking and oversight body of CFP Board and acts on behalf of the public, CFP® professionals and other stakeholders.

New yorkUnited statesColumbia universityTeatown lakeDan moisandNatalie wolfsenLatha ramchandMatthew boersenMarguerita rita chengBill clintonSteve wallmanCovington burlingRichard shawKevinr kellerRon greenSenior client advisor at bessemer

CFP Chair Kamila Elliott, partners launch RIA | Financial Planning

The four Black planners have worked for some of the largest firms in the industry. Now they've started their own ensemble practice.

United kingdomUnited statesDan moisandMoisand fitzgerald tamayoWhitney hillBrian mckinneyKeith beverlyGemma foulkesMorgan stanleyCambridge investment researchMerrill lynchKamila elliottShardea agesWealth partnersCertified financial planner boardFinancial planning

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