In her historic year, Kamila Elliott planted many seeds for improving diversity within, access to and awareness of the financial planning profession, but she says it has a long way to go.
Elliott, the CFP Board’s first African American chair, outlines her priorities in the role, including a focus on proposed changes to the appeals process.
Upon assuming the role at the start of 2022, Elliott became the first Black person to ever lead the organization. But the veteran advisor says she’s just getting started.