The Certified Financial Planner Board of Standards said Thursday that it has launched a search for a new CEO to replace Kevin Keller, who will retire April 30.
Executive recruitment firm Spencer Stuart will assist in the search. The organization's board of directors began preparing for this transition early in 2025, forming a CEO search committee led by 2025 Terri Kallsen, the 2025 chair-elect.
“The board of directors is approaching this transition with a clear plan, and we are excited to partner with Spencer Stuart in this important search,” said Liz Miller, the CFP Board chair.
CFP Board is "looking for an innovative leader who will not only drive our strategic initiatives forward but also embody the core values of our organization — integrity, commitment to the profession and a focus on the public interest,” Kallsen added.
The number of CFPs now stands at over 103,000, with about 10,400 candidates sitting for the CFP exam in 2024.
“CFP Board is stronger than ever, with robust leadership, clear strategic direction and momentum that will carry the organization forward," Keller said in April. "I am confident that the board of directors will select a successor who will lead CFP Board to even greater heights."
Keller joined CFP Board in 2007 after serving 16 years with the Association for Financial Professionals.
In late April, the organization announced that the annual renewal fee for using the CFP mark will be increased to $575 from $455 — a 26% increase — starting Oct. 1.
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