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New CFP Board, FPA Leaders Assume Their Roles

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What You Need to Know

  • Kamila Elliott is Certified Financial Planner Board of Standards board chair, the first Black American to serve in this role.
  • She is president and partner of Grid 202 Partners and has nearly 20 years of financial planning experience.
  • Mercer executive Dennis J. Moore is president of the Financial Planning Association.

The Certified Financial Planner Board of Standards says Kamila Elliott is now board chair, making her the first Black American to serve in this role. 

Elliott, a certified financial planner, was elected by other board members in 2020 to act as the chair-elect in 2021. She took on the role of board chair on Jan. 1, 2022.

Elliott is president and partner of Grid 202 Partners, an RIA based in Washington, D.C. She has close to two decades of financial planning and investment experience and spent much of her career to date at Vanguard (2008-2017). She also worked for Dimensional Fund Advisors from 2017 to 2019.

“I am grateful to lead CFP Board at a time when the financial services industry is shifting towards providing consumers holistic integrated advice — what we call financial planning,” Elliott said in a statement. 

“Equipped with our new strategic priorities, 2022 will be an exciting year for CFP Board. I am eager to guide the organization as we develop new bold initiatives to raise awareness of CFP certification across the financial advice ecosystem and grow a financial planning profession that meets the needs of diverse consumers,” she explained.

Elliott serves on the Investment Committee for Women Against Abuse and is a member of the Association of African American Financial Advisors (AAAA). She has also been an active volunteer with the IRS Volunteer Income Tax Assistance program.

“Kamila is a champion for a more diverse and sustainable financial planning profession,” said CFP Board CEO Kevin R. Keller in a press release. “She also believes strongly in showcasing how competent and ethical financial planning by CFP professionals benefits clients’ well-being.”

More on this topic

The CFP certification is now held by more than 92,000 people.

New FPA President

Meanwhile, the Financial Planning Association has announced that Dennis J. Moore, a certified financial planner, has become the group’s president.  

Moore has served on the FPA board of directors for the past four years, including as president-elect in 2021. He has also chaired the FPA Pro Bono Advisory Committee and led the FPA of Dallas/Fort Worth as president in 2015 and chair in 2016. 

In addition, Moore is an executive with Mercer Advisors, which he joined last year as part of Mercer’s acquisition of Quest Capital Management, where Moore was COO. After working as an intern at Quest, Moore joined the firm full time in 2004. He is also past president and member of the board of directors of the Young Friends of Ronald McDonald House of Dallas.

“I’m looking forward to executing on the initiatives we’ve been working on over the past year, including our value proposition, technology enhancements for our chapters, and other initiatives that will bring value to our chapters and members,” according to Moore. 

“It is such an honor to be able to serve FPA in this role and work alongside all our great, passionate volunteer leaders across the country to move the Association and profession forward,” he added.

The FPA is a membership organization for CFP professionals and others engaged in financial planning.