CFP Board: Detailed Company Information & Corporate Profile
Summary
CFP Board, founded in 1985, is an independent company headquartered in Washington, DC, operating within the voluntary sector. With a workforce of 100 to 200 employees, it generates annual revenues between $100 million and $500 million and serves clients across the Washington Metropolitan Area.
Specializing in CFP Board certification, the organization offers expertise in financial planning, retirement planning, personal finance, financial advice, and the roles of financial advisor, adviser, analyst, consultant. Its Center for Financial Planning supports professional development, while its Standards division upholds industry norms.
Leadership includes Managing Director Adam Zajac overseeing investigations and enforcement counsel; David NANIGIAN directs education; Mary Reich administers the Center for Financial Planning; James Katsaounis leads marketing and communications; and Meg Riley heads human resources. The board also features certified planners such as Yucheng Huang, Nachiket Wedhane, and Rianka Dorsainvil.
| CFP Board Website | cfp.net |
| Social Links |    |
| Phone Number | 800-487-1497 |
| Industries | |
| CFP Board Headquarters Address | 1425 K St. NW, Washington, DC, 20005 US |
| Company Size | 100-200 employees |
| Specialities & Services | CFP 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 Code | 6199 |
| DMA Code | Washington Metropolitan Area |
| Founded | 1985 |
| Estimated Annual Revenue | $100M - 500M |
| Operating Status | Independent Company |
| Updated: | 2026-10-19 |
CFP Board Org Chart
Chief Executive Officer
Chief Executive Officer
C-Level
Competitors
Name | Founded | Type | Employees |
|---|---|---|---|
| 2015 | - | 25 - 100 | |
| 2008 | - | 10-50 |
Estimated Website Traffic
The chart shows a growth in traffic to the cfp.net website. In September, traffic increased to 738058, compared to 705421 in the previous month. The highest traffic in 2026 was recorded in January, reaching 1201636 visits.
Workforce Turnover
Number of employees switched from or switched to
Departmental sample breakdown
Length of Employment
CFP Board's workforce includes employees across a wide range of tenure levels.
4% 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 years18% have been with the company for 5 to 7 years11% have been with the company for 8 to 10 years54% have been with the company for more than 11 years
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CFP Board Corporate Information: FAQ
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