CERTIFIED FINANCIAL PLANNER BOARD OF STANDARDS CENTER FOR FINANCIAL PLANNING
Data sourced from IRS 990-PF public filings
Grants (Last Year)
$0
Total Grants on File
1
Recipients Funded
1
Giving History
| Year | Total Granted | Grants Made | Avg Grant |
|---|---|---|---|
| 2021 | $25,000 | 1 | $25,000 |
Top Grant Recipients
DENVER, CO
Officers & Trustees
From 2023 IRS 990-PF filing (data available for 2 filing years)
DAN MOISAND CFP
BOARD CHAIR
MATT BOERSEN CFP CFA
BOARD MEMBER
ELIZABETH K MILLER CFP CFA
BOARD MEMBER
ANERI JAMBUSARIA CFP MBA
BOARD MEMBER
RICK SHERLOCK
BOARD MEMBER
NANCY SMITH JD
BOARD MEMBER
TERRI KALLSEN CFP
BOARD MEMBER
LOUIS BARAJAS CFP MBA
BOARD MEMBER
PETER ROHR CFP
BOARD MEMBER
MARTIN SEAY PH D CFP
BOARD MEMBER
Showing 10 of 27 officers and trustees.
IRS Filing History
CERTIFIED FINANCIAL PLANNER BOARD OF STANDARDS CENTER FOR FINANCIAL PLANNING has IRS 990-PF filings on record for 2 years, spanning 2021 to 2023.
Frequently Asked Questions
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