The Certified Financial Planner Board of Standards, Inc. has its first African-American Chair, the Board announced last week in a news release.
Kamila Elliott, a certified financial planner since 2013, began serving in the role of Chair of the CFP Board of Directors on Jan. 1. Elliott is a registered investment adviser in Washington, D.C. who is President and Partner of Grid 202 Partners. She has spent nearly two decades in the financial planning and investment industry, providing assistance with comprehensive wealth solutions and holistic planning.
“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.”
Elliott served as the 2021 CFP Board Chair-elect following her election by her peers on the Board of Directors. She now has taken over as leader of the organization that certifies more than 92,000 financial planning professionals across the United States.
“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.”
She added that she is eager to guide the CFP Board in the development of new initiatives to raise awareness of CFP certification throughout the financial advice industry.
Elliott, who spent 17 years at Vanguard, serves on the Investment Committee for Women Against Abuse Inc. and is a member of the Association of African American Financial Advisors.
Financial professionals with the Certified Financial Planner (CFP) designation are required to uphold the high standards outlined in the CFP Board’s Code of Ethics and Standards of Conduct. Failing to do so will put your ability to use the CFP designation at risk. Lewitas Hyman PC represents advisors, brokers and other financial professionals in all matters involving the CFP Board, including CFP Board investigations. For more information relating to CFP Board investigations and discipline or other matters, contact our CFP investigations attorneys at (888) 655 6002 or through our online contact form for a free consultation.