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Atop the standard-setting organization since 2007, Kevin Keller has seen its ranks of certification holders nearly double and has overseen work to bring more diversity to the profession.
The CFP Board will be searching for a replacement for CEO Kevin Keller who will be stepping down in April 2026.
CFP Board today announced that Kevin R. Keller, CAE, will retire as CEO on April 30, after serving nearly two decades as the organization’s leader.
CFP Board CEO Kevin R. Keller will retire from the organization at the end of April after serving in the position nearly two decades, the standard-setting advisor organization announced. The CFP Board ...
During his nearly two decades at the helm, Keller has overseen growth at the organization that administers the certified ...
Securities and advisory services offered through LPL Financial (LPL), a registered investment advisor and broker dealer, member FINRA/SIPC. LPL Financial and its affiliated companies provide financial ...
Morgan Stanley Wealth Management recently announced that Lisa O’Bryant, a financial advisor, qualified plan financial ...
CFPs focus on long-term financial planning, while CFAs hone in on investment tools and valuing assets. CFPs usually work ...
To provide both advisors and clients information about market competition and trends, SmartAsset examined changes in active CFP® certifications ... with an active certification here, making ...
LPL Financial (LPLA) announced that financial advisors Jared Roskelley and Kyle Robertson of Jackson/Roskelley Wealth Advisors have joined LPL ...
If you're an investor shopping for a financial advisor, the dizzying array of credentials may seem daunting. You'll frequently run into advisors who have earned the chartered financial analyst ...