Certified Financial Planner Board of
THE MISSION OF CFP BOARD OF STANDARDS, INC IS TO CREDENTIAL COMPETENT AND ETHICAL FINANCIAL PLANNERS, UPHOLD CFP CERTIFICATION AS THE RECOGNIZED STANDARD AND ADVANCE THE FINANCIAL PLANNING PROFESSION.
Financial Overview
From 2024 IRS Form 990-PF
Total Assets
$53.5M
+3.9% YoY
Annual Giving
$564K
Grant Count
1
Avg Grant Size
$564K
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Financial History
Multi-year comparison from IRS filings
| Metric | 2024 | 2023 |
|---|---|---|
| Total Assets | $53,533,548 | $51,515,055 |
| Revenue | $65,247,205 | $58,742,692 |
| Expenses | $63,048,100 | $55,732,814 |
| Qualifying Distributions | — | — |
| Net Investment Income | $765,543 | $441,873 |
| 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
1 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 | 3 | — |
| LOUIS BARAJAS CFP MBA | BOARD MEMBER | 3 | — |
| MARGUERITA CHENG CFP | BOARD MEMBER | 3 | — |
| ANERI JAMBUSARIA CFP MBA | BOARD MEMBER | 3 | — |
| TERRI KALLSEN CFP | BOARD MEMBER | 3 | — |
| MALIK LEE CFP CAP APMA | BOARD MEMBER | 3 | — |
| LINDA LEITZ PHDCFP EA | BOARD MEMBER | 3 | — |
| ELIZABETH K MILLER CFP CFA | BOARD MEMBER | 3 | — |
| PETER ROHR CFP | BOARD MEMBER | 3 | — |
| MARTIN SEAY PH D CFP | BOARD MEMBER | 3 | — |
| RICHARD SHAW CFP MBA | BOARD MEMBER | 3 | — |
| RICK SHERLOCK | BOARD MEMBER | 3 | — |
| NANCY SMITH JD | BOARD MEMBER | 3 | — |
| ELISSE WALTER JD | BOARD MEMBER | 3 | — |
| KEVIN KELLER | CHIEF EXECUTIVE OFFICER | 40 | — |
| LEO RYDZEWSKI | GENERAL COUNSEL | 40 | — |
| KEVIN YEA | CHIEF FINANCIAL OFFICER | 40 | — |
| ELIZABETH STEWART | CHIEF OPERATING OFFICER THRU 01/24 | 40 | — |
| THOMAS SPORKIN | MANAGING DIRECTOR | 40 | — |
| DANE SNOWDEN | CHIEF OPERATING OFFICER | 40 | — |
| LISA DAVIS | MANAGING DIRECTOR | 5 | — |
| JAMES KATSAOUNIS | MANAGING DIRECTOR | 40 | — |
| JOSEPH MAUGERI | MANAGING DIRECTOR THRU 08/24 | 40 | — |
| JOHN LOPER | MANAGING DIRECTOR | 40 | — |
| ERIN KOEPPEL | MANAGING DIRECTOR | 40 | — |
| ADAM ZAJAC | MANAGING DIRECTOR | 40 | — |
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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