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July 17, 2018 at 03:24 PM
The Certified Financial Planner Board of Standards’ board said Tuesday that Jack Brod had been voted 2019 Chair-elect.
Brod, who has served on CFP Board’s board of directors since 2017, is retired from a senior executive role at Vanguard, and now teaches, consults, mentors and is a member of Savant Capital Management’s board. He also advises financial technology companies.
(Related: How the CFP Board Is Advancing the Profession)
“With the revised Code of Ethics and Standards of Conduct due to take effect toward the end of next year, this is a pivotal time for CFP professionals and the entire profession,” Brod said in a statement.
CFP Board is “now setting the bar even higher with the requirement that all CFP professionals be held to a fiduciary standard when providing financial advice. The public can be confident that working with a CFP professional on a financial plan and providing advice will help them prepare for both their present and future financial situation.”
Brod began his career as a financial planner in the late 1980s, becoming a regional leader of Price Waterhouse’s RIA executive wealth advisory practice.
