About CFP Board
Board of Directors
The Board of Directors is the policy-making and oversight body of CFP Board. The Board's role is to act on behalf of the public, CFP® professionals and other stakeholders to further the missions of CFP Board of Standards and CFP Board Center for Financial Planning.
Interested in Serving on the Board?
The 2025 application deadline is June 6, 2024.
The Board of Directors is the governing authority for CFP Board Center for Financial Planning and the Board of Directors and sole voting members of CFP Board of Standards.
The Board welcomes your feedback and questions. You can reach out to the Board by emailing BOD@cfpboard.org.
![The CFP Board](/-/media/images/cfp-board/profile-images/board-of-directors/2024-cfp-board-group.jpg?la=en&hash=273E9BBA56D5F61424BCCF8F560111AC)
Board Directors
![Matthew Boersen](/-/media/images/cfp-board/profile-images/board-of-directors/matthew-boersen-2024.jpg)
Matthew Boersen, CFP®, CFA®
![Liz Miller](/-/media/images/cfp-board/profile-images/board-of-directors/liz-miller-2024.jpg)
Elizabeth K Miller, CFP®, CFA®
![Louis Barajas](/-/media/images/cfp-board/profile-images/board-of-directors/louis-barajas-2024.jpg)
Louis Barajas, CFP®, MBA
![Rita Cheng](/-/media/images/cfp-board/profile-images/board-of-directors/rita-cheng-2024.jpg)
Marguerita (Rita) Cheng, CFP®
![Aneri-Jambusaria-2023-BOD](/-/media/images/cfp-board/profile-images/board-of-directors/aneri-jambusaria-2021-bod.jpg)
Aneri Jambusaria, CFP® , MBA
![Terri Kallsen 2022 BOD](/-/media/images/cfp-board/profile-images/board-of-directors/terri-kallsen-2022-bod.jpg)
Terri Kallsen, CFP®
![Malik Lee](/-/media/images/cfp-board/profile-images/board-of-directors/malik-lee-2024.jpg)
Malik Lee, CFP®, CAP®, APMA℠
![Linda Leitz](/-/media/images/cfp-board/profile-images/board-of-directors/linda-leitz-2024.jpg)
Linda Y. Leitz, Ph.D., CFP®, EA
![Peter Rohr 2022 BOD](/-/media/images/cfp-board/profile-images/board-of-directors/peter-rohr-2022-bod.jpg)
Peter Rohr, CFP®
![Martin Seay](/-/media/images/cfp-board/profile-images/board-of-directors/martin-seay-2024.jpg)
Martin Seay, Ph.D., CFP®
![Richard Shaw 2023 BOD](/-/media/images/cfp-board/profile-images/richard-shaw.jpg)
Richard Shaw, CFP®, MBA
![Rick Sherlock](/-/media/images/cfp-board/profile-images/board-of-directors/rick-sherlock-2024.jpg)
Richard Sherlock
![Nancy Smith](/-/media/images/cfp-board/profile-images/board-of-directors/nancy-smith-2024.jpg)
Nancy Smith, JD
![Elisse Walter](/-/media/images/cfp-board/profile-images/board-of-directors/elisse-walter-2024.jpg)
Elisse Walter, JD
![Kevin Keller, CEO](/-/media/images/cfp-board/profile-images/staff/kevin-keller.jpg)
Kevin R. Keller, CAE