CERTIFIED FINANCIAL PLANNER BOARD OF
Data sourced from IRS 990 public filings
CERTIFIED FINANCIAL PLANNER BOARD OF THE MISSION OF CFP BOARD OF STANDARDS IS TO CREDENTIAL COMPETENT AND ETHICAL FINANCIAL PLANNERS, UPHOLD CFP CERTIFICATION AS THE RECOGNIZED STANDARD AND ADVANCE THE FINANCIAL PLANNING PROFESSION
Annual Revenue
$65,247,205
Known Funders
2
Grants Received
2
Financial History
| Year | Revenue | Expenses | Assets |
|---|---|---|---|
| 2024 | $65,247,205 | $63,048,100 | $53,533,548 |
| 2023 | $58,742,692 | $55,732,814 | $51,515,055 |
Top Funders
KELLER, TX
Westwood, NJ
Key Personnel
From 2024 IRS 990 filing
MATT BOERSEN CFP CFA
BOARD CHAIR
LOUIS BARAJAS CFP MBA
BOARD MEMBER
MARGUERITA CHENG CFP
BOARD MEMBER
ANERI JAMBUSARIA CFP MBA
BOARD MEMBER
TERRI KALLSEN CFP
BOARD MEMBER
MALIK LEE CFP CAP APMA
BOARD MEMBER
LINDA LEITZ PHDCFP EA
BOARD MEMBER
ELIZABETH K MILLER CFP CFA
BOARD MEMBER
PETER ROHR CFP
BOARD MEMBER
MARTIN SEAY PH D CFP
BOARD MEMBER
Showing 10 of 26 key personnel.
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