CFP Board: Detailed Company Information & Corporate Profile

Contact top employees from CFP Board

Summary

CFP Board is a private company that has been in the industry for 41 years. The company currently specializes in the Nonprofit Organization Management, Business Support Services areas. The position of the CEO is occupied by Kevin R. Keller. Its headquarters is located at Washington, District of Columbia, USA. The number of employees ranges from 250 to 500. The annual revenue of CFP Board varies between 100M and 500M. To connect with CFP Board employee register on SignalHire.

CFP Board Websitecfp.net
Social Links
facebooklinkedIntwitter
Phone Number800-487-1497
Industries
CFP Board Headquarters address1425 K St. NW, Washington, DC, 20005 US
Company Size100-200 employees
SpecialtiesCFP Board, financial planning, retirement planning, personal finance, financial advice, financial advisor, financial adviser, financial analyst, financial consultant, professional certification, CFP Board Center for Financial Planning, CFP Board of Standards
SIC Code6199
DMA CodeWashington Metropolitan Area
Founded1985
Estimated Annual Revenue$100M - 500M
Operating StatusIndependent Company

CFP Board Org Chart

Chief Executive Officer

Competitors

Name
Founded
Type
Employees
Revenue
Funding
2015- 25 - 100 11.5M $0
2008- 10-50 - $-

Estimated Website Traffic

The chart shows a decline in traffic to the cfp.net website. In April, traffic decreased to 885989, compared to 1054787 in the previous month. The highest traffic in 2026 was recorded in January, reaching 1201636 visits.

Workforce Turnover

Number of staff members switched

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Total employee turnover

Departmental sample breakdown

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Turnover activity captured in SignalHire's departmental sample ( employees):

Corporate Tenure Analytics

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CFP Board's workforce includes employees across a wide range of tenure levels.

3% have been with the company for less than 1 year7% have been with the company for 1 to 2 years7% have been with the company for 3 to 4 years17% have been with the company for 5 to 7 years10% have been with the company for 8 to 10 years55% have been with the company for more than 11 years

Former Employees: Role Changes

Role at Former Company
Role at New Company
Contact top employees from CFP Board
Barry Gersten MSM
Barry Gersten MSMHead Technology Officer
Email (2)
b***@aol.com , b***@gmail.com
Phone (3)
+1-623-***-**37 , +1-909-***-**00 , ...
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Adam Zajac
Adam ZajacManaging Director, Investigations and Counsel to the Head of Enforcement
Phone (1)
+1-***-***-3613
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June Taylor
June TaylorChief of Staff
Email (6)
j*********r@state.co.us , j*********r@dpsk12.org , j*********r@imacorp.com , ...
Phone (1)
+1-***-***-4693
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David NANIGIAN
David NANIGIANDirector of Education at Certified Financial Planner Board of Standards
Email (6)
d*******n@journalofpersonalfinance.com , d***d@cfp.net , d***d@MountAraratFinancialServices.com , ...
Phone (1)
+1-***-***-3797
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Mary Reich
Mary ReichAdministrator Center for Financial Planning
Email (5)
m****h@irex.org , m****h@gmfus.org , g*****h@live.com , ...
Phone (3)
+1-870-***-**43 , +1-323-***-**00 , ...
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Adrianne Adomeit
Adrianne AdomeitCFP® Candidate / Financial Planning Professional Development
Email (4)
a***@hotmail.com , a***@yahoo.com , a***@gmail.com , ...
Phone (4)
+1-205-***-**84 , +1-870-***-**11 , ...
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James Katsaounis
James KatsaounisManaging Director, Marketing & Communications
Email (4)
k***@aol.com , k***@hotmail.com , k***@drexel.edu , ...
Phone (2)
+1-623-***-**09 , +1-480-***-**12
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Miranda Savage
Miranda SavageMarketing Manager
Email (3)
m***@fnbo.com , s***@yahoo.com , m***@key.com
Phone (4)
+1-323-***-**19 , +1-480-***-**28 , ...
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Tessa Shambaugh
Tessa ShambaughDirector of Development
Email (5)
t*************h@redcross.org , t********h@acus.org , t************h@gmail.com , ...
Phone (1)
+1-***-***-2667
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Kate Evans Pollin
Kate Evans PollinSenior Business Systems Analyst
Email (4)
k***@hotmail.com , k***@asha.org , k***@arenastage.org , ...
Phone (2)
+1-323-***-**02 , +1-520-***-**90
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Tayvia Mullings
Tayvia MullingsDetection Analyst
Email (4)
m***@gmail.com , m***@hotmail.com , m***@advancedrecoverysystems.com , ...
Phone (4)
+1-909-***-**15 , +1-870-***-**24 , ...
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Natalie Agot
Natalie AgotStudent Financial Planning Liaison
Phone (1)
+1-***-***-1297
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Maria Wood
Maria WoodCandidate Adovocate Caller
Phone (1)
+1-***-***-2617
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Dalton Buller
Dalton BullerCFP Board Student Liaison
Phone (1)
+1-***-***-8133
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Jayden Barker
Jayden BarkerStudent Liaison
Email (4)
b***@hotmail.com , j***@financialplanningassociation.org , b***@aol.com , ...
Phone (1)
+1-205-***-**82
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Yucheng Huang
Yucheng HuangCertified Financial Planner (CFP®)
Email (4)
h***@yahoo.com , y***@aol.com , h***@bmc.com , ...
Phone (1)
+1-623-***-**26
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CFP Board Corporate Information: FAQ

CFP Board operates in the Voluntary Sector industries. More details can be found on the official website: cfp.net.
The headquarters of CFP Board are located in Washington, United States.
The current CEO of CFP Board is Kevin R. Keller
You can contact CFP Board by phone at 800-487-1497.
CFP Board currently employs 100-200 people.
You can contact CFP Board by phone at 800-487-1497, by email at mail@cfpboard.org, through social media (Facebook, LinkedIn, Twitter), or via the contact form on cfp.net.
CFP Board's revenue is approximately 110.8M.
Well-known competitors of CFP Board include FinancialAdvisors.com and Asset-Map.

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