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News Release

A Great List: 28 CFP® Professionals Named to InvestmentNews’ 2016 “40 Under 40”

July 05, 2016
Nearly two-thirds of the recently-released InvestmentNews’ “40 Under 40” list – 28 in all – are CFP® professionals, including CFP Board Ambassadors Douglas A. Boneparth, CFP® and Kate Holmes, CFP®. 

“Congratulations to Kate, Douglas, and the other CFP® professionals who are on this exclusive list,” said Chief Executive Officer Kevin R. Keller, CAE. “As the CFP Board Center for Financial Planning works to address the industry’s talent gap, it’s promising that CFP® certification clearly holds great value among the industry’s most talented young professionals.” 

InvestmentNews’ editorial staff generates this annual list of professionals under age 40 in the financial advice industry based upon a combination of factors, including their accomplishments to date, contributions to the industry, leadership and promise. This year’s winners also showcase the power of personality – “those special qualities that make an individual stand out and force the world to take notice.” The honorees were chosen among 800 nominees. More about the list and related articles can be found here. 

“It’s amazing that so many of the best and brightest next generation advisors have their CFP® certification,” said Boneparth, a CFP Board Ambassador from New York City. “Earning the CFP® marks take hard work to achieve, and truly display commitment to the field. I’m proud to have them.”

In addition, nine out of the eleven women honored on the list are CFP® professionals. 

“CFP® professionals enjoy their job while doing meaningful work. A career in financial planning has so much to offer young professionals, and the passion and drive of the individuals on this list reflect that,” said Holmes, a CFP Board Ambassador and a member of CFP Board’s Women’s (WIN) Initiative Council. “It is also great to see women well-represented among the CFP® professionals that were included.” 

For InvestmentNews’ full “40 Under 40” list, visit

In addition to Boneparth and Holmes, the “40 Under 40” who hold CFP® certification include:

Yusuf Abugideiri, CFP®
Brandon Averill, CFP®
Brad S. Bernstein, CFP®
William Brantley Bissett, CFP®
Matt S. Buchanan, CFP®
Tony T. Chan, CFP®
Frank M. DeVincentis, CFP®
Coventry Edwards-Pitt, CFP®
Nathan Harness, CFP®
Amy Hubble, CFP®
Neela Bushnell Hummel, CFP®
William D. Jarry, CFP®
Michael Lien Liang, CFP®
Kasia A. Marczyk, CFP®
Jason McGarraugh, CFP®
Divam N. Mehta, CFP®
Grant Moore, CFP®
Kristen Moosmiller, CFP®
Rachel Moran, CFP®
Joe O’Boyle, CFP®
Eric Roberge, CFP®
Taylor R. Schulte, CFP®
Darin Robert Shebesta, CFP®
Andrew Sivertsen, CFP®
Michelle Lynn Smalenberger, CFP®
Nora Yousif, CFP


The mission of Certified Financial Planner Board of Standards, Inc. is to benefit the public by granting the CFP® certification and upholding it as the recognized standard of excellence for competent and ethical personal financial planning. The Board of Directors, in furthering CFP Board's mission, acts on behalf of the public, CFP® professionals and other stakeholders. CFP Board owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™, CFP® (with plaque design) and CFP® (with flame design) in the U.S., which it awards to individuals who successfully complete CFP Board’s initial and ongoing certification requirements.  CFP Board currently authorizes more than 74,000 individuals to use these marks in the U.S.


The CFP Board Center for Financial Planning seeks to build capacity for the financial planning profession by creating a sustainable supply of new and more diverse financial planners to replace the retiring workforce, and by building an academic home that offers opportunities for conducting and publishing new research, adding to the financial planning body of knowledge. More about the Center and its initiatives can be found at

CONTACT: Dan Drummond, Director of External Communications P: 202-379-2252 M: 202-243-8621 E: Twitter: @cfpboardmedia