CFP Board Names New Chair for 2020

The Certified Financial Planner Board of Standards has named Jack Brod as chair of its board of directors for 2020.

In his new role, Brod is tasked with providing strategic direction for the CFP Board, according to a press release from the organization. He has served on the board of directors since 2017 and has held the CFP designation since 1991, the board says.

Brod began his career in the industry as a financial planner in the late 1980s. He became a regional leader of Price Waterhouse’s RIA executive wealth advisory practice and joined Vanguard in 1995 to build its first wealth advisory business, according to the press release.

He then led Vanguard’s corporate strategy group, oversaw the revamp of its financial advisor services division and eventually headed Vanguard’s U.S. sales and distribution to RIAs, broker-dealers and banks, the CFP Board says...

Financial Advisor IQ
by Alex Padalka
January 22, 2020