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News Release

Kamila Elliott, CFP® Begins Board Chair Role on CFP Board’s Board of Directors

January 06, 2022

Certified Financial Planner Board of Standards, Inc. (CFP Board) announced that Kamila Elliott, CFP® has assumed the role of Chair of its Board of Directors. Elliott is the first African American to serve in the Board Chair role at CFP Board.

In this leadership position, Elliott takes the helm of the professional body that certifies more than 92,000 financial planning professionals across the United States. Elliott was elected by her Board of Director peers in 2020 to serve as 2021 Board Chair-elect. On January 1, 2022, she began serving in her new Board Chair role.

“I am grateful to lead CFP Board at a time when the financial services industry is shifting towards providing consumers holistic integrated advice — what we call financial planning,” said Elliott. “Equipped with our new strategic priorities, 2022 will be an exciting year for CFP Board. I am eager to guide the organization as we develop new bold initiatives to raise awareness of CFP® certification across the financial advice ecosystem and grow a financial planning profession that meets the needs of diverse consumers.”

“Kamila is a champion for a more diverse and sustainable financial planning profession,” said CFP Board CEO Kevin R. Keller, CAE. “She also believes strongly in showcasing how competent and ethical financial planning by CFP® professionals benefits clients’ well-being. Her continued leadership and counsel will provide great value to CFP Board as we work toward a day when every American has access to financial planning.”

Elliott is President and Partner of Grid 202 Partners, a registered investment adviser in Washington, D.C. She has nearly two decades of financial planning and investment experience assisting high net worth individuals, endowments, foundations and business owners with comprehensive wealth solutions and holistic planning.

Elliott spent much of her professional career at Vanguard where she worked with ultra-high net worth individuals, endowments major and foundations. While at Vanguard she also worked with major universities, hospitals and other charitable organizations throughout the southeast U.S. Elliott also worked at Dimensional Fund Advisors supporting financial advisors with investment solutions to meet the unique needs of their clients.

She serves on the Investment Committee for Women Against Abuse Inc. located in Philadelphia, PA. Elliott is a member of the Association of African American Financial Advisors (AAAA) and has been an active volunteer with the IRS Volunteer Income Tax Assistance (VITA) program.

She obtained her B.A. and MBA from The Pennsylvania State University. Elliott earned her CFP® certification in 2013 and holds licenses for Life, Health and Long-Term Care Insurance.

about cfp board

CFP Board is the professional body for personal financial planners in the U.S. CFP Board consists of two affiliated organizations focused on advancing the financial planning profession for the public’s benefit. CFP Board of Standards sets and upholds standards for financial planning and administers the prestigious CERTIFIED FINANCIAL PLANNERTM certification — widely recognized by the public, advisors and firms as the standard for financial planners — so that the public has access to the benefits of competent and ethical financial planning. CFP® certification is held by nearly 100,000 people in the U.S. CFP Board Center for Financial Planning addresses diversity and workforce development challenges and conducts and publishes research that adds to the financial planning profession’s body of knowledge.

contact

Joseph Feese
Director of Public Relations
202-379-2305
media@cfpboard.org
X: @CFPBoard