CFP Board: Detailed Company Information & Corporate Profile

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Summary

CFP Board is a private company that has been in the industry for 41 years. The business currently specializes in Nonprofit Organization Management, Business Support Services areas. K Dane Snowden is the Chief Executive Officer at the company. CFP Board's headquarter is located at Washington, District of Columbia, USA. The number of employees is at least 250. Register with SignalHire to connect with CFP Board employees and management.

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
Operating StatusIndependent Company

CFP Board Org Chart

Chief Executive Officer

Competitors

Name
Founded
Type
Employees
2015- 25 - 100
2008- 10-50

Estimated Website Traffic

The chart shows a decline in traffic to the cfp.net website. In May, traffic decreased to 875274, compared to 885989 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

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Total employee turnover

Departmental sample breakdown

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

Length of Employment

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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
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Adam Zajac
Adam ZajacManaging Director, Investigations and Counsel to the Head of Enforcement
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June Taylor
June TaylorChief of Staff
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David NANIGIAN
David NANIGIANDirector of Education at Certified Financial Planner Board of Standards
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Mary Reich
Mary ReichAdministrator Center for Financial Planning
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Adrianne Adomeit
Adrianne AdomeitCFP® Candidate / Financial Planning Professional Development
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James Katsaounis
James KatsaounisManaging Director, Marketing & Communications
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Miranda Savage
Miranda SavageMarketing Manager
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Tessa Shambaugh
Tessa ShambaughDirector of Development
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Kate Evans Pollin
Kate Evans PollinSenior Business Systems Analyst
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Maria Wood
Maria WoodCandidate Adovocate Caller
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Dalton Buller
Dalton BullerCFP Board Student Liaison
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Yucheng Huang
Yucheng HuangCertified Financial Planner (CFP®)
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Sean Jenkins
Sean JenkinsEnforcement Analyst
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Alaina Portlock
Alaina PortlockSenior Candidate Advocate III
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Jiovan
JiovanAdjudication Paralegal
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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.
CFP Board has offices located in Washington, US.
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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