Increasing Awareness
CFP Board Ambassadors
CFP Board Ambassadors are CERTIFIED FINANCIAL PLANNER™ professionals who serve as representatives of CFP® certification. They were chosen based on their demonstrated leadership skills, passion for the financial planning profession and commitment to CFP Board's mission to serve the public. They give local voice to our consumer advocacy and mission to benefit the public.
Julie R. Bates, CFP®, AIF®, CAP®
Spencer Betts, CFP®
Douglas A. Boneparth, CFP®
JJ Burns, CFP®
Cary Carbonaro, CFP®
Brittney Castro, CFP®, CRPC®, AAMS®
Mark DiGiovanni, CFP®
LeTian Dong, CFP®, RICP®
Akeiva M. Ellis, CFP®
Jeanne Sutton, CFP®
Daniel Forbes, CFP®
Karl Frank, CFP®
Elaine King Fuentes, CFP®
Andrew Gardener, CFP®
Don Grant, CFP®
Philip Herzberg, CFP®
Dan Keady, CFP®
Joseph Kelly, CFP®
Laura J. LaTourette, CFP®
Brad Ledwith, CFP®
Dan Mathews, CFP®
Rod Meloni, CFP®
Robert Pagliarini, CFP®
Steven Podnos, MD, CFP®
Luis F. Rosa , CFP®, EA
Charles Bennett Sachs, CFP®
Bill Schretter, CFP®
Shashin Shah, CFP®
Jeremy D. Shipp, CFP®, CLU®, RICP®, WMCP®
Erin Voisin, CFP®, MS, EA, CDFA®, ChFC®
Scott Ward, CFP®
Charles C. Weeks Jr., CFP®
Grace S. Yung, CFP®
David Zuckerman, CFP®
Interview a CFP Board Ambassador
To contact or arrange an interview with any of our CFP Board Ambassadors, please contact Joseph Feese, CFP Board’s Director of Public Relations, at 202-379-2305 or jfeese@cfpboard.org.