CFP Board
CFP Board

CFP Board Information

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 5.0M and 25M. To connect with CFP Board employee register on SignalHire.

Organization Website

CFP.net

Social Links

facebooklinkedIntwitter

Phone Number

800-487-1497

Industries

Headquarters Location

1425 K St. NW, Washington, DC, 20005 US

Employees Size

100-200 employees

Specialties

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

$5.0M - 25M

Operating Status

Independent Company

Competitors

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

Estimated Website Traffic

The chart shows a growth in traffic to the cfp.net website. In November, traffic increased to 2011643, compared to 1708720 in the previous month. The highest traffic in 2025 was recorded in November, reaching 2011643 visits.

Employees Turnover 4 quarter 2025

Number of employees switched from or switched to
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Total number all of employee turnover
Number of employees by department
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Total number all of employee turnover
Length of Employment
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Employee tenure at CFP Board shows a diverse range of experience levels:
9% have been with the company for less than 1 year14% for 1–2 years11% for 3–4 years12% for 5–7 years6% for 8–10 years48% have over 11 years of service at CFP Board
Ex-employees positions
In Company
In New Company
Contact top employees from CFP Board
Barry Gersten MSM
Head Technology Officer
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David NANIGIAN
Director of Education at Certified Financial Planner Board of Standards
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Mary Reich
Administrator Center for Financial Planning
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JP Northrop
Subject Matter Expert
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James Katsaounis
Managing Director, Marketing & Communications
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Miranda Savage
Marketing Manager
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Kate Evans Pollin
Senior Business Systems Analyst
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Meg Riley
Human Resources Director
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Chia Li Chien
Managing Director of Professional Practice
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William Mann
Managing Director, Adjudication
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Jonathan Black
Assistant General Counsel
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Kathie Day
Certificant
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Alfred Adams
Office Services Administrator
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Tom Bell
Director of Information Technology
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Ibidun Layi
Director, Examinations
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Robert Glovsky
Chair CFP Board Center for Financial Planning Advisory Council
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Brian Jones
Stakeholder Services Support Specialist
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Leo Kane
Compliance Counsel
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Kevin Yea
Chief Financial Officer
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Bridget Venus Grimes
CFP Board Ambassador
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Leo Rydzewski
General Counsel, Managing Director of Professional Ethics, and Corporate Secretary
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Kasey Kobs
Senior Manager, Workforce
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Tim Fields
Education, Sr. Analyst
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Morgan Beyer
UW-Madison CFP Student Ambassador
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Pah Manasrangsi
Business Systems Analyst
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Patricia Besleu
Staff Accountant
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Hudson House
Student Liaison
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Diana Marta Granville
Administrator for Public Policy, Adjudication, Legal and Professional Standards
View

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 14.2M.
Well-known competitors of CFP Board include FinancialAdvisors.com and Asset-Map.

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