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Increasing Awareness

CFP Board Ambassadors

CFP Board Ambassadors are CERTIFIED FINANCIAL PLANNER™ professionals who serve as representatives of CFP® certification. They were chosen based on their demonstrated leadership skills, passion for the financial planning profession and commitment to CFP Board's mission to serve the public. They give local voice to our consumer advocacy and mission to benefit the public.

Nicky Amore
Nicky Amore, MBA, CFP®

Chicago, IL

Jasmine Ball
Jasmine Renae Ball, MSW, CFP®

Tulsa, Oklahoma

Julie Bates, CFP®  is a CFP Board Ambassador
Julie R. Bates, CFP®

Atlanta, GA

Spencer Betts, CFP® is a CFP Board Ambassador in Boston.
Spencer Betts, CFP®

Boston, MA

Douglas A. Boneparth, CFP® is a CFP Board Ambassador in New York, NY.
Douglas A. Boneparth, CFP®

Newark, NJ

Jamie Bosse
Jamie Bosse, CFP®

Manhattan, KS

JJ Burns, CFP®

Long Island, NY

Rachael Camp, CFP®

Denver, CO

Cary Carbonaro, CFP® is a CFP Board Ambassador in Long Island, NY.
Cary Carbonaro, MBA, CFP®

Orlando, FL

Gloria Garcia Cisneros
Gloria García Cisneros, CFP®

Los Angeles, CA

Jamie Clark
Jamie L. Clark, CFP®

Seattle, WA (They/Them)

Chelsea Ransom-Cooper, CFP®

Guttenberg, NJ

Lei Deng
Lei Deng, CFP®

St. Louis, MO

Letian Dong, CFP®  is a CFP Board Ambassador
LeTian Dong, CFP®

Long Island, NY

Akeiva Thomas, CFP®  is a CFP Board Ambassador
Akeiva M. Ellis, CFP®, CPA

Boston, MA

Daniel Forbes, CFP® is a CFP Board Ambassador in Providence, RI.
Daniel Forbes, CFP®

Providence, RI

Andrew Gardener, CFP®  is a CFP Board Ambassador from Houston, Texas
Andrew Gardener, CFP®

Houston, TX

Don Grant CFP Board Ambassador
Don Grant, CFP®

Wichita, KS

Bridget Venus Grimes, CFP®

San Diego, CA

Zaneilia Harris
Zaneilia Harris, CFP®

Upper Marlboro, MD

Brenton Harrison
Brenton Harrison, CFP®

Nashville, TN

Philip Herzberg, CFP®

Miami, FL

Elaine King Fuentes, CFP® is a CFP Board Ambassador in Miami, FL.
Elaine King Fuentes, MBA, CFP®

Miami, FL

Autumn Knutson Campbell
Autumn Knutson, CFP®

Tulsa, Oklahoma

Leo Marte, CFP®

Huntersville, NC

Anna N'Jie-Konte, MBA, CFP®

New York City, NY

Laura LaTourette CFP Board
Laura J. LaTourette, CFP®

Dahlonega, GA (She/Her/Hers)

Robert Pagliarini, CFP® is a CFP Board Ambassador in Orange County, CA.
Robert Pagliarini, Ph.D., CFP®

Irvine, CA

Otto Rivera
Otto Rivera, CFP®

Orlando, FL

Charles Bennett Sachs, CFP® is a CFP Board Ambassador in Miami, FL
Charles Sachs, CFP®, CFA

Miami, FL

Shashin Shah, CFP® is a CFP Board Ambassador in Dallas, TX
Shashin Shah, CFP®, CFA

Plano, TX

Jeremy Shipp, CFP®  is a CFP Board Ambassador
Jeremy D. Shipp, CFP®

Richmond, VA

Diego A. Verdugo, CFP®

Phoenix, AZ

Erin Voisin CFP Board Ambassador
Erin Voisin, CFP®

Los Angeles, CA

Scott Ward, CFP® is a CFP Board Ambassador in Birmingham, AL.
Scott Ward, CFP®

Birmingham, AL

Charles Weeks CFP Board Ambassador
Charles Weeks, JD, CFP®

Philadelphia, PA

Kurt Whitesell, CFP®

Rapid City, SD

Lauryn Williams
Lauryn Williams, CFP®

Dallas, Texas

Felicia Wong
Felicia Wong, CFP®, CPA

Las Vegas, Nevada

Elizabeth Yoder, CFP®

Edgewater, MD

Grace Yung, CFP®  is a CFP Board Ambassador
Grace S. Yung, CFP®

Houston, TX

David Zuckerman, CFP® is a CFP Board Ambassador in Los Angeles, CA.
David Zuckerman, CFP®

Santa Monica, CA

Interview a CFP Board Ambassador

To contact or arrange an interview with any of our CFP Board Ambassadors, please contact Joseph Feese, CFP Board’s Director of Public Relations, at 202-379-2305 or [email protected].