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CFP BOARD

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Marguerita Cheng CFP®
CEO and Founder at Blue Ocean Global Wealth at CFP BOARD
JMJohn M. Loper, CFP®, MBA
Managing Director, Professional Practice (Education, Examination and Experien...
#Managingdirector#ProfessionalPractice#Education#ExperienceProgram#CertifiedFinancialPlanner
EVErin Voisin
Managing Director/Partner- Wealth Management Services at EP Wealth Advisors
#Managingdirector#Partner#WealthManagement#FinancialPlanning#Investment
KHKim Hayes
CFP Board's Director of Corporate Relations and CFP Ambassador at CFP BOARD
#CorporateRelations#StrategicFinancialPlanning#WealthManagement#MutualFunds#Retirement
RCRoss Levin, CFP®
Chief Executive Officer and Founder at Accredited Investors Wealth Management®
#CEO#Founder#ChiefExecutiveOfficer#InvestorsWealthManagement#WealthManagement
JHJeanne Hamrick
Director, External Communications at CFP BOARD
C Kamila Elliott CFP®
Board Chair at CFP BOARD
#FinancialAdvisor#CertifiedFinancialPlanner#FinancialWellness#PersonalFinance#WealthManagement
Mark Wering
CFP Ambassador at CFP BOARD
DMDan Mathews
CFP Ambassador at CFP BOARD
#FinancialPlanning#Investments#Finance#Tax#WealthManagement
TCTroy Jones, CFP®
CFP Ambassador at CFP BOARD
#CFP#CertifiedFinancialPlanner#FinancialPlanning#Business#RetirementPlanning
CCCheryl Costa, CFP®
CFP Board Ambassador at CFP BOARD
#CertifiedFinancialPlanner#StrategicFinancialPlanning#WealthManagement#Investments#EstatePlanning
Kevin Keller
CEO at CFP BOARD
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