Certified Financial Planner Board of Standards Inc
Donations deductibleCertified Financial Planner Board of Standards Inc's network
14 people1 organisationi14 people and 1 organisation on this map.The large node is the subject of this page. Solid lines are what the register itself records (14). Violet dotted lines (9) are likely: the same full name sits on the current board of another organisation in the same register and region. Form 990 filings give names without a person identifier; SEC insider filings carry a CIK. It may be a different person.The board
14 listediTime on the board is observed from the annual filings: the IRS files no appointment date, so the bar counts years from the first filing the person appears on - a lower bound, not a filed start date. Names are exactly as filed. The IRS publishes no person identifier, so this edition does not yet link a person across organisations in the tables. The network map shows same-name matches as likely links only, never as confirmed.Time served and departures are observed across annual filings. Observed time served is a lower bound - a member may have joined before the first year on record. The organisation reported 14 voting members of its governing body on its latest Form 990 Part VI, which matches the board listed here.| Name | Role as filed | Since | On the board |
|---|---|---|---|
| Matt Boersen CFP CFA Chair (also filed as Matt Boersen, Matt Boersen CFP) | Board Chair | 2020 | 6 yrs |
| Aneri Jambusaria CFP MBA (also filed as Aneri Jambusaria CFP) | Board Member | 2022 | 4 yrs |
| Elisse Walter JD | Board Member | 2024 | 2 yrs |
| Elizabeth K Miller CFP CFA | Board Member | 2023 | 3 yrs |
| Linda Leitz Phdcfp EA | Board Member | 2024 | 2 yrs |
| Louis Barajas CFP MBA (also filed as Louis Barajas CFP) | Board Member | 2022 | 4 yrs |
| Malik Lee CFP CAP Apma | Board Member | 2024 | 2 yrs |
| Marguerita Cheng CFP | Board Member | 2023 | 3 yrs |
| Martin Seay PH D CFP | Board Member | 2022 | 4 yrs |
| Nancy Smith CFP (also filed as Nancy Smith JD) | Board Member | 2022 | 4 yrs |
| Peter Rohr CFP | Board Member | 2022 | 4 yrs |
| Richard Shaw CFP MBA | Board Member | 2023 | 3 yrs |
| Rick Sherlock CFP (also filed as Rick Sherlock) | Board Member | 2022 | 4 yrs |
| Terri Kallsen CFP | Board Member | 2022 | 4 yrs |
Officers and senior leadership
24 listediNamed in Part VII as officers, key employees or highest-compensated staff - not board members, shown for completeness.| Name | Title as filed | On the filings |
|---|---|---|
| Adam Zajac | Managing Director | since 2018 |
| Catherine Healy | Managing Director | 2023 |
| D A Abrams | Managing Director | since 2020 |
| Dan Drummond | Director | since 2018 |
| Dane Snowden | Chief Operating Officer | 2024 |
| David Mazzulla | Director | since 2019 |
| Elizabeth Stewart | Chief Operating Officer Thru 01/24 | since 2018 |
| Erin Koeppel | Managing Director | since 2020 |
| Gail Reisman | Director | 2019 |
| James Katsaounis | Managing Director | since 2022 |
| John Loper | Managing Director | since 2018 |
| Joseph Maugeri | Managing Director Thru 08/24 | since 2018 |
| Kevin Keller | Chief Executive Officer | since 2018 |
| Kevin YEA | Chief Financial Officer | since 2022 |
| LEO Kane | Director | 2018 |
| LEO Rydzewski | General Counsel | since 2018 |
| Lisa Davis | Managing Director | 2024 |
| Marilyn Mohrman-Gillis | Managing Director | since 2018 |
| Maureen Thompson | VP of Public Policy | since 2018 |
| Nicole Baker | Director | 2020 |
| Rochelle Zeidman | Managing Director | 2018 |
| Roger Myers JR | Strategic Advisor | since 2018 |
| Thomas Sporkin | Managing Director | since 2022 |
| TIM Stiffel | Director | 2022 |
Pay and hours
year to 31 December 2024iFrom Part VII of the Form 990: compensation reported for each officer, director, trustee, key employee and highest-paid staff member, and the average hours a week they report. Most board members are unpaid; a blank means nothing was reported. Pay from related organisations is shown separately.| Name | Title as filed | Hours a week | Pay from the organisation | Related organisations | Other |
|---|---|---|---|---|---|
| Kevin Keller | Chief Executive Officer | 5 | $1.1m | $185k | |
| Leo Rydzewski | General Counsel | 5 | $646k | $137k | |
| Dane Snowden | Chief Operating Officer | 5 | $554k | $157k | |
| Joseph Maugeri | Managing Director Thru 08/24 | 5 | $537k | $69k | |
| Thomas Sporkin | Managing Director | 5 | $476k | $145k | |
| Kevin Yea | Chief Financial Officer | 5 | $413k | $108k | |
| Elizabeth Stewart | Chief Operating Officer Thru 01/24 | 5 | $376k | $48k | |
| James Katsaounis | Managing Director | 5 | $343k | $59k | |
| Erin Koeppel | Managing Director | 5 | $324k | $50k | |
| John Loper | Managing Director | 5 | $320k | $65k | |
| Adam Zajac | Managing Director | 5 | $294k | $45k | |
| Lisa Davis | Managing Director | 40 | $232k | $113k | |
| Matt Boersen CFP Cfa | Board Chair | 2 | $0 | ||
| Louis Barajas CFP MBA | Board Member | 2 | $0 | ||
| Marguerita Cheng CFP | Board Member | 2 | $0 | ||
| Aneri Jambusaria CFP MBA | Board Member | 2 | $0 | ||
| Terri Kallsen CFP | Board Member | 2 | $0 | ||
| Malik Lee CFP Cap Apma | Board Member | 2 | $0 | ||
| Linda Leitz Phdcfp Ea | Board Member | 2 | $0 | ||
| Elizabeth K Miller CFP Cfa | Board Member | 2 | $0 | ||
| Peter Rohr CFP | Board Member | 2 | $0 | ||
| Martin Seay Ph D CFP | Board Member | 2 | $0 | ||
| Richard Shaw CFP MBA | Board Member | 2 | $0 | ||
| Rick Sherlock | Board Member | 2 | $0 | ||
| Nancy Smith JD | Board Member | 2 | $0 | ||
| Elisse Walter JD | Board Member | 2 | $0 |
Colorado roster
17 listediOfficers, directors and trustees from the latest filing with the Colorado Secretary of State (document 20253035456). Titles are as filed; some entries are registered agents or custodians of records rather than board members. Source: data.colorado.gov, public domain.| Name | Title as filed |
|---|---|
| Elizabeth Miller | |
| Linda Leitz | |
| Kevin Yea | |
| Martin Seay | |
| Richard Shaw | |
| Nancy Smith | |
| Peter Rohr | |
| Elisse Walter | |
| Rick Sherlock | |
| Malik Lee | |
| Aneri Jambusaria | |
| Kevin Keller | CEO |
| Terri Kallsen | |
| Louis Barajas | |
| Matt Boersen | |
| Marguerita Cheng | |
| Kevin Yea | CFO |
About
- Legal name
- Certified Financial Planner Board of Standards Inc
- EIN
- 742385850
- Address
- 1425 K St Nw Ste 800, Washington, DC, 20005-3673
- State
- District of Columbia
- Mission
- The mission of cfp board center for financial planning, a 501(c)(3) nonprofit organization, is to advance competent and ethical financial planning and expand cfp professional diversity for the benefit of the public. (as filed on the Form 990)
- Activity (NTEE)
- S41 Community improvement and capacity building
- IRS classification
- 501(c)03 (tax-exempt under section 501(c)(3) where shown)
- Classified purpose
- Community Improvement & Capacity Building
- Size band
- 8 (IRS master file code)
- Formed
- 1985
- Principal officer
- Kevin R Keller CEO (as named on the Form 990)
- IRS ruling date
- 1 December 1985
- Status
- Code 01 (unconditional exemption)
- Form 990 filings on record
- 6, latest 2024
- IRS Publication 78
- PC (contributions deductible)
Most connected
Related organisations (Schedule R)
Longest observed on the filings
≥6years on the filingsMatt Boersen CFP CFA
≥4years on the filingsAneri Jambusaria CFP MBA
≥4years on the filingsLouis Barajas CFP MBA
≥4years on the filingsMartin Seay PH D CFP
Latest return
year to 31 December 2024iFigures from the newest Form 990 or 990-EZ in the IRS e-file releases of 2025 and 2026, for the year ending 31 December 2024. US dollars, as filed.- Total assets
- $45.9m
- Total liabilities
- $13.3m
- Net assets or fund balances
- $32.6m
- Contributions and grants received
- $3.7m
- Program service revenue
- $184k
- Grants and similar paid out
- $560k
- Employees
- 152
- Volunteers
- 611
Filed finances
1 yeariTotals as filed on the IRS Form 990 (revenue and expenses), by tax year.| Tax year | Total revenue | Total expenses | Surplus or deficit |
|---|---|---|---|
| 2024 | $8.4m | $9.8m | Deficit $1.4m |
As filed on the IRS Form 990. US dollars.
Grants paid
1 listediFrom Schedule I of the Form 990: grants and assistance to organisations in the United States, largest first (up to 25). Schedule I is filed only by organisations that gave more than $5,000 to any one recipient.| Recipient | Purpose | Amount |
|---|---|---|
| Foundation for Financial Planning | To support the foundation's mission to help vulnerable families and individuals take control of their | $50k |