The Certified Financial Planner Board of Standards announced that it has chosen its next leader by naming Terri Kallsen, CFP® as its 2025 Board Chair-elect.
The election of Kallsen came at the CFP Board of Directors July 2024 meeting. The current Chair-Elect Liz Miller, CFP® will serve as Chair of the Board of Directors in 2025, and Kallsen will take over as Chair of the Board in 2026.
Kallsen joined the CFP Board as a Board Director in 2022 and is Chair of the Finance and Investment Committee, former Chair of the Audit Committee, and a former member of the Governance Committee.
She currently serves as the Senior Operating Partner at Rise Growth Partners, a financial partner for middle-market registered investment advisors (RIAs). She advises the firm’s partner RIAs on business management, client service delivery and growth strategies. The CFP Board called Kallsen an “outstanding choice” for the Board Chair-Elect due to her extensive experience and dedication to the profession of financial planning.
“With Terri’s visionary leadership, I am confident that CFP Board will continue to strengthen the value of CFP® certification and support our financial planning professionals in delivering exceptional service to their clients,” said Board of Directors Chair Matthew Boersen, CFP®, CFA®.
Prior to joining Rise Growth, Kallsen was Chief Operating Officer at Wealth Enhancement Group. In that role, she orchestrated organization-wide plans that enabled the company to serve its financial advisors more efficiently and effectively. Previously she was Executive Vice President – Investor Services at Charles Schwab, leading 7,000 employees and spearheading an increase in CFP® professional designations.
She said she was honored with her selection as the 2025 CFP Board Chair-Elect.
“I look forward to leveraging my 30 years of experience in C-suite and entrepreneurial roles to increase the number of competent and ethical financial planners, uphold CFP® certification as the recognized standard and advance the financial planning profession to better serve the public,” said Kallsen.
Lewitas Hyman 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 Lewitas Hyman at (888) 655-6002 or through our online contact form for a free consultation
