Question: “I’m a 63 year old retiree with no kids or heirs and $600,000 in one account. I don’t mind spending down my money, ...

Levanti most recently was with Economic Development Commission. She continues to operate a marketing consulting firm, 72 Mile ...

Atop the standard-setting organization since 2007, Kevin Keller has seen its ranks of certification holders nearly double and has overseen work to bring more diversity to the profession.

A salary of $100,000 might seem like a lot, but without the right budget, your money can disappear quickly. Here’s a look at ...

The advisor industry is awash in professional designations, but all take time and most take money. On top of that, clients probably do not know one designation from another, according to Jerry Schreck ...

Keller will step down on April 30, 2026, with the Board planning a search for his successor in the coming year. In a LinkedIn post, Keller wrote that “leading well means leaving well.” ...

CFP Board CEO Kevin R. Keller will retire from the organization at the end of April after serving in the position nearly two decades, the standard-setting advisor organization announced. The CFP Board ...

The organization dedicated to financial planning will engage an outside firm to help search for a replacement.

The CFP Board will be searching for a replacement for CEO Kevin Keller who will be stepping down in April 2026.

CFP Board today announced that Kevin R. Keller, CAE, will retire as CEO on April 30, after serving nearly two decades as the organization’s leader.

During his nearly two decades at the helm, Keller has overseen growth at the organization that administers the certified ...

Local Leaders Marianela “Nela” Collado, Trevor Fried, Ken Kappner, Greg Medalie, Esq. and Pam E. Booker Pettis, Esq. Join Organization’s Board of Directors The Foundation of Broward, which partners ...