Certified Financial Planner Board of
THE MISSION OF CFP BOARD CENTER FOR FINANCIAL PLANNING, A 501(C)(3) NONPROFIT ORGANIZATION, IS TO ADVANCE COMPETENT AND ETHICAL FINANCIAL PLANNING AND EXPAND CFP PROFESSIONAL DIVERSITY FOR THE BENEFIT OF THE PUBLIC.
Financial Overview
From 2024 IRS Form 990-PF · View filing
Total Assets
$45.9M
-15.3% YoY
Annual Giving
$50K
Grant Count
1
Avg Grant Size
$50K
About Certified Financial Planner Board of
Based on IRS filings
Certified Financial Planner Board of is a nonprofit organization focused on Community Improvement & Capacity Building, based in WASHINGTON, DC. IRS filing data is available from 2020 through 2024. As of 2024, the organization holds $45.9M in total assets. In 2024, it awarded 1 grants totaling $50K. Net investment income was $2.2M.
Focus Areas
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Geographic Focus
Where this funder awards grants
Grant Distribution by State
States
Cities
Financial History
Multi-year comparison from IRS filings
| Metric | 2024 | 2023 | 2022 |
|---|---|---|---|
| Total Assets | $45,935,726 | $54,254,908 | $82,364,201 |
| Revenue | $8,387,332 | $4,470,722 | $48,603,332 |
| Expenses | $9,754,216 | $7,520,331 | $53,430,544 |
| Qualifying Distributions | — | — | — |
| Net Investment Income | $2,151,819 | $1,016,466 | $-647,903 |
| Distributable Amount | — | — | — |
Giving Over Time
Total grant dollars and number of grants per year
Grant Insights
How this funder distributes its grants
Top Recipients
Top 1 recipients in 2024
Grant Size Distribution
4 grants across all recorded years
Open Grants
8 open opportunities from Certified Financial Planner Board of
College for Financial Planning CFP Exam Prep Scholarship
CERTIFIED FINANCIAL PLANNER BOARD OF
Amount
Full cost of Premium CFP Exam Prep Review
Deadline
Rolling / Open
Dalton Education CFP Exam Review Scholarship
CERTIFIED FINANCIAL PLANNER BOARD OF
Amount
Full cost of CFP exam review course
Deadline
Rolling / Open
Facet Scholarship for Increased Diversity in Financial Planning
CERTIFIED FINANCIAL PLANNER BOARD OF
Amount
Varies
Deadline
Rolling / Open
Giving History
Grant recipients and amounts by year
Among its reported 2024 grants, the largest include Foundation for Financial Planning ($50,000).
| Recipient | Purpose | Amount |
|---|---|---|
| FOUNDATION FOR FINANCIAL PLANNING WASHINGTON, DC | TO SUPPORT THE FOUNDATION'S MISSION TO HELP VULNERABLE FAMILIES AND INDIVIDUALS TAKE CONTROL OF THEIR | $50,000 |
Leadership & Key People
Officers and directors from IRS filings
Compensation Overview
From 2024 IRS filing
From 2024 filing
| Name | Title | Hours | Compensation |
|---|---|---|---|
| MATT BOERSEN CFP CFA | BOARD CHAIR | 2 | — |
| LOUIS BARAJAS CFP MBA | BOARD MEMBER | 2 | — |
| MARGUERITA CHENG CFP | BOARD MEMBER | 2 | — |
| ANERI JAMBUSARIA CFP MBA | BOARD MEMBER | 2 | — |
| TERRI KALLSEN CFP | BOARD MEMBER | 2 | — |
| MALIK LEE CFP CAP APMA | BOARD MEMBER | 2 | — |
| LINDA LEITZ PHDCFP EA | BOARD MEMBER | 2 | — |
| ELIZABETH K MILLER CFP CFA | BOARD MEMBER | 2 | — |
| PETER ROHR CFP | BOARD MEMBER | 2 | — |
| MARTIN SEAY PH D CFP | BOARD MEMBER | 2 | — |
| RICHARD SHAW CFP MBA | BOARD MEMBER | 2 | — |
| RICK SHERLOCK | BOARD MEMBER | 2 | — |
| NANCY SMITH JD | BOARD MEMBER | 2 | — |
| ELISSE WALTER JD | BOARD MEMBER | 2 | — |
| KEVIN KELLER | CHIEF EXECUTIVE OFFICER | 5 | $1,106,080 |
| LEO RYDZEWSKI | GENERAL COUNSEL | 5 | $646,442 |
| KEVIN YEA | CHIEF FINANCIAL OFFICER | 5 | $413,298 |
| ELIZABETH STEWART | CHIEF OPERATING OFFICER THRU 01/24 | 5 | $375,511 |
| THOMAS SPORKIN | MANAGING DIRECTOR | 5 | $476,001 |
| DANE SNOWDEN | CHIEF OPERATING OFFICER | 5 | $553,504 |
| LISA DAVIS | MANAGING DIRECTOR | 40 | $232,434 |
| JAMES KATSAOUNIS | MANAGING DIRECTOR | 5 | $342,865 |
| JOSEPH MAUGERI | MANAGING DIRECTOR THRU 08/24 | 5 | $537,250 |
| JOHN LOPER | MANAGING DIRECTOR | 5 | $320,496 |
| ERIN KOEPPEL | MANAGING DIRECTOR | 5 | $324,322 |
| ADAM ZAJAC | MANAGING DIRECTOR | 5 | $293,891 |
Subject Areas
Focus areas based on grantmaking activity
Frequently Asked Questions
What is Certified Financial Planner Board of?
Certified Financial Planner Board of is a nonprofit organization focused on Community Improvement & Capacity Building, based in WASHINGTON, DC. It holds $45.9M in total assets as of 2024.
How large is Certified Financial Planner Board of?
As of 2024, Certified Financial Planner Board of holds $45.9M in total assets with $8.4M in annual revenue. It awarded 1 grants totaling $50K in 2024.
Where does Certified Financial Planner Board of operate?
Certified Financial Planner Board of has awarded grants in Colorado, District of Columbia.
What size grants does Certified Financial Planner Board of award?
In 2024, Certified Financial Planner Board of awarded 1 grants totaling $50K — an average of about $50K per grant, based on its IRS Form 990 filings.
What is Certified Financial Planner Board of's EIN?
Certified Financial Planner Board of's EIN (Employer Identification Number) is 74-2385850. IRS Form 990 filing data is available on this page for 2020–2024.
Explore Open Grants
Browse active grant opportunities in Certified Financial Planner Board of's focus areas in our free grants database
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Data last updated April 2026. Sourced from IRS Form 990-PF filings.
What could you do with Certified Financial Planner Board of on Grantable?
- Assess strategic fit with your organization
- Draft a tailored letter of inquiry
- Find open RFPs from this funder
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