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News Release

Alan Goldfarb Elected CFP Board’s 2011 Chair-elect

August 03, 2010

Financial Planning Educator and CFP® Professional Has More Than 40 Years of Experience

Washington, DC, August 4, 2010 – Veteran financial planner and educator Alan Goldfarb, CFP® has been elected by his peers on CFP Board’s Board of Directors as 2011 Chair-elect, which continues his many years of service and dedication to the financial planning profession.

“CFP Board is setting a high bar for the financial planning profession and I am honored to be part of this very important time in the organization’s history and our profession’s evolution,” Goldfarb said. “I am especially excited that we are telling our story to the public as we encourage more people to plan their financial futures and use the services of a CFP® professional.”

The Chief Wealth Strategist for Weaver Wealth Management in Dallas, Texas, Goldfarb has dedicated his professional life to the advancement of the financial planning profession. He is a leading educator and advocate for financial planning education, having developed the curriculum and structure of the nation’s first MBA program in personal finance to be registered with CFP Board.

He now serves as the Director of the Financial Services MBA Program at the University of Dallas Graduate School of Management and is the Executive Director for the Southwest Institute for Personal Financial Education.

“I have had the pleasure of working with Alan for more than 20 years. He has a passion and enthusiasm for personal financial planning education that is contagious,” said Bob Glovsky, CFP®, 2010 Chair of CFP Board’s Board of Directors. “He is the right person for this position, and I look forward to his leadership.”

The Board of Directors elected Goldfarb at its July 15-16 meeting. He will begin his duties as Chair-elect on January 1, 2011, when Charles Moran, CFP® begins his term as 2011 Chair. Goldfarb will serve as Chair of the Board of Directors beginning in January 2012.

Moran added that he and Goldfarb will work together to advance the cause of CFP Board and the financial planning profession, especially among the public.

“We have great momentum in our profession,” Moran said. “Over the next several years, the Board’s objective will be to ensure that more people know about what CFP® professionals do and how our organization and CFP® certificants benefit the public. Alan will continue his leadership in fulfilling the CFP Board’s mission.”

Goldfarb received CERTIFIED FINANCIAL PLANNER™ certification in 1978 and was instrumental in the organization’s creation 25 years ago. A past Chair of CFP Board’s Board of Professional Review (now Disciplinary and Ethics Commission), he also served on the Ethics Task Force that developed the most recent version of CFP Board’s Standards of Professional Conduct.

He has been recognized for his outstanding professional work, having been named by Worth magazine as a top financial advisor for five consecutive years and a top financial planner in D and Texas Monthly magazines.

Originally from New York, Goldfarb lives in a suburb of Dallas with his wife, Terry. They have one daughter.

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