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CERTIFIED FINANCIAL PLANNER BOARD OF

EIN: 35-2787547Washington, DCZIP: 20005
S41 - Community Improvement & Capacity Building501(c)(6)

Mission

THE MISSION OF CFP BOARD OF STANDARDS, INC IS TO CREDENTIAL COMPETENT AND ETHICAL FINANCIAL PLANNERS, UPHOLD CFP CERTIFICATION AS THE RECOGNIZED STANDARD AND ADVANCE THE FINANCIAL PLANNING PROFESSION.

Financials

YearRevenueExpensesAssets
2023$58.7M$0$51.5M

Compensation

KEVIN KELLER
Chief Executive Officer
chief executive officer
$0
$0
$0
$182,811
THOMAS SPORKIN
Managing Director
key employee
$0
$0
$0
$119,321
ELIZABETH STEWART
Chief Operating Officer
chief operating officer
$0
$0
$0
$117,661
LEO RYDZEWSKI
General Counsel
officer (unspecified)
$0
$0
$0
$115,226
KEVIN YEA
Chief Financial Officer
chief financial officer
$0
$0
$0
$98,224
JOSEPH MAUGERI
Managing Director
highest compensated employee
$0
$0
$0
$86,084
JOHN LOPER
Managing Director
highest compensated employee
$0
$0
$0
$47,305
JAMES KATSAOUNIS
Managing Director
highest compensated employee
$0
$0
$0
$38,710
ERIN KOEPPEL
Managing Director
highest compensated employee
$0
$0
$0
$34,616
ROGER MYERS JR
Strategic Advisor
key employee
$0
$0
$0
$32,876
MAUREEN THOMPSON
Vp of Public Policy
vice president
$0
$0
$0
$29,453
ADAM ZAJAC
Director
highest compensated employee
$0
$0
$0
$23,538
CATHERINE HEALY
Managing Director
key employee
$0
$0
$0
$23,326
DAN MOISAND CFP
Board Chair
board chair
$0
$0
$0
$0
PETER ROHR CFP
Board Member
board member
$0
$0
$0
$0
MATT BOERSEN CFP CFA
Board Member
board member
$0
$0
$0
$0
ALEX ROZMAN
Board Member
board member
$0
$0
$0
$0
MARTIN SEAY PH D CFP
Board Member
board member
$0
$0
$0
$0
LOUIS BARAJAS CFP MBA
Board Member
board member
$0
$0
$0
$0
TERRI KALLSEN CFP
Board Member
board member
$0
$0
$0
$0
ROBERTA KARMEL
Board Member
board member
$0
$0
$0
$0
ELIZABETH K MILLER CFP CFA
Board Member
board member
$0
$0
$0
$0
RICK SHERLOCK
Board Member
board member
$0
$0
$0
$0
RICHARD SHAW CFP MBA
Board Member
board member
$0
$0
$0
$0
NANCY SMITH JD
Board Member
board member
$0
$0
$0
$0
ANERI JAMBUSARIA CFP MBA
Board Member
board member
$0
$0
$0
$0
MARGUERITA CHENG CFP
Board Member
board member
$0
$0
$0
$0

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