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
Total Assets
$45.9M
-15.3% YoY
Annual Giving
$50K
Grant Count
1
Avg Grant Size
$50K
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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
Giving History
Grant recipients and amounts by year
No grants recorded for .
Who else does Certified Financial Planner Board of fund?
Explore the funder–grantee relationships behind this foundation, powered by GrantGraph™ — our database of 11 million+ funding connections.
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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 |
Geographic Focus
Where this funder has awarded grants
Grant Distribution by State
States
Cities
Data last updated March 2026. Sourced from IRS Form 990-PF filings.
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