Public Policy Council

What We Do

The Public Policy Council advises the CFP Board staff on public policy issues affecting CFP Board, its certificants and members of the public.

The Public Policy Council members regularly identify and discuss significant public policy issues. Some past topics include advocacy efforts related to:

• Retirement security policies in the United States;
• Nontraditional fees for financial planning services, such as retainers and hourly/monthly rates;
• The U.S. Department of Labor's Retirement Security Rule; and
• Title regulation of financial planners; and
• Finacial Education

Who We Are

All Public Policy Council members are appointed by the CEO. The majority of the Public Policy Council is composed of public members. Other members include at least two CFP® professionals, who provide the latest on-the-ground experience with clients.

Public Policy Council Members

Allison Bishop

Elizabeth Cox, CFP®
Co-Founder and Partner
Merit Financial Partners

Nicole Iannarone, J.D.
Assistant Professor of Law
Drexel University Thomas R. Kline
School of Law 

Claire McHenry, J.D.
Former President, NASAA
Deputy Director – Securities Bureau
Nebraska Department of Banking and Finance

Amy Ouellette, CFP®
VP, Retirement Services
Vestwell

Laura Posner, J.D.
Partner
Cohen Milstein

Fred Reish, J.D.
Partner
Faegre Drinker Biddle & Reath LLP 

CFP Board

Leo Rydzewski, J.D. CAE
General Counsel
CFP Board

Erin Koeppel, J.D.
Managing Director, Government Relations & Public Policy Counsel
CFP Board

Guneev Sharma
Senior Manager, Government Relations & Public Policy
CFP Board