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Tackling these strategies one at a time, whether it's updating estate planning or reassessing investments, can help put you ...

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.

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 Chief Executive Officer on April 30, 2026, after serving nearly two decades as the organization's leader. The Board of Directors has ...

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

LPL Financial LLC announced today that financial advisors Jared Roskelley, CFP®, and Kyle Robertson, CFP®, of Jackson/Roskelley Wealth Advisors have joined LPL Financial’s broker-dealer, Registered ...