CERTIFIED FINANCIAL PLANNER BOARD OF
Data sourced from IRS 990 public filings
CERTIFIED FINANCIAL PLANNER BOARD OF ADVANCE COMPETENT AND ETHICAL FINANCIAL PLANNING AND EXPAND CFP PROFESSIONAL DIVERSITY FOR THE BENEFIT OF THE PUBLIC.
Annual Revenue
$8,387,332
Known Funders
5
Grants Received
6
Financial History
| Year | Revenue | Expenses | Assets |
|---|---|---|---|
| 2024 | $8,387,332 | $9,754,216 | $45,935,726 |
| 2023 | $4,470,722 | $7,520,331 | $54,254,908 |
| 2022 | $48,603,332 | $53,430,544 | $82,364,201 |
| 2021 | $49,028,168 | $46,322,632 | $72,477,411 |
| 2020 | $42,966,550 | $44,341,055 | $64,603,052 |
| 2019 | $44,473,594 | $41,086,466 | $59,426,348 |
| 2018 | $40,103,667 | $38,754,114 | $51,574,170 |
| 2017 | $38,240,893 | $35,749,162 | $51,046,878 |
Top Funders
WASHINGTON, DC
BETHESDA, MD
BETHESDA, MD
KELLER, TX
BIRMINGHAM, AL
ALPHARETTA, GA
Key Personnel
From 2024 IRS 990 filing
ADAM ZAJAC
MANAGING DIRECTOR
ERIN KOEPPEL
MANAGING DIRECTOR
JOHN LOPER
MANAGING DIRECTOR
JOSEPH MAUGERI
MANAGING DIRECTOR THRU 08/24
JAMES KATSAOUNIS
MANAGING DIRECTOR
LISA DAVIS
MANAGING DIRECTOR
DANE SNOWDEN
CHIEF OPERATING OFFICER
THOMAS SPORKIN
MANAGING DIRECTOR
ELIZABETH STEWART
CHIEF OPERATING OFFICER THRU 01/24
KEVIN YEA
CHIEF FINANCIAL OFFICER
Showing 10 of 26 key personnel.
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