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January 07, 2022 at 02:18 PM
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.”
