The Certified Financial Planner Board of Standards has taken the next step in the process of searching for its next Chief Executive Officer, Financial Advisor reports.
The CFP Board announced that it has retained executive recruitment firm Spencer Stuart to help find the new CEO. The board said it is committed to a deliberate, strategic transition following the announcement in February of CFP Board CEO Kevin R. Keller’s planned retirement in April 2026.
“The Board of Directors is approaching this transition with a clear plan, and we are excited to partner with Spencer Stuart in this important search,” said CFP Board Chair Liz Miller, CFP®, CFA®.
Preparations for the transition began in early 2025 when the board formed a CEO Search Committee led by 2025 Chair-Elect Terri Kallsen, CFP®.
“This thoughtful planning allows ample time to conduct a thorough search and engage a broad range of stakeholders,” the CFP Board said in its announcement.
The board said it is inviting highly qualified candidates to apply, as part of a process that will involve thorough outreach to leaders within the association as well as financial planning communities to help ensure a broad pool of candidates.
“We’re looking for an innovative leader who will not only drive our strategic initiatives forward but also embody the core values of our organization — integrity, commitment to the profession and a focus on the public interest,” said Kallsen.
Hyman Cotter PC represents advisors, brokers and other financial professional in all matters involving the CFP Board, including CFP Board investigations. Headquartered in Chicago, our securities attorneys represent clients nationwide. For more information relating to CFP Board investigations and discipline or other matters, contact Hyman Cotter PC at 312-291-4600 or through our online contact form for a free consultation
