CFP Board Appoints Kevin Yea as Chief Financial Officer

“We thank Roger for the significant contributions he has made to the growth of the CFP Board during his tenure and wish him the best in this next phase of his life,” said the CEO of the CFP Board. Kevin R. Keller, CAE. “Kevin comes to the CFP Board of Directors with significant experience in the financial planning profession, having worked alongside CFP® professionals during his time as a private investment manager and as chief financial officer at a corporation. recognized investment advisory firm. I look forward to working closely with him on execution against our strategic priorities to help move the financial planning profession forward.”

Yes will be based in the CFP Board washington d.c. headquarters where he will direct all financial activities of the CFP Board, including finance, accounting, budgeting, enterprise risk management information technology, and office administration and facilities. In this role, Yea will serve as a key business partner to the CEO and Board of Directors, and he will be responsible for collaborating with other members of the leadership team to execute the organization’s strategic priorities and drive revenue growth. . It will report directly to Kevin R. KellerCAE.

“I first heard about the CFP® certification in 2004 when I joined an investment and financial planning firm, where I found my fellow CFP® professionals to be insightful and impactful. My decision to pursue the position of Chief Financial Officer on the CFP Board was taken after considering my rich experiences with CFP® professionals as well as the tremendous opportunities available to the CFP Board and the financial planning profession “I am thrilled to be part of an organization that combines a passion for public service with its mission to advance competent and ethical financial planning for the benefit of CFP® professionals and consumers,” said Yea.

Yea joins the CFP Board from Ashoka, the world’s largest network of social entrepreneurs with over 30 offices around the world, where he served as Chief Financial Officer and Treasurer. Prior to Ashoka, Yea was an advisor and chief financial officer at Keel Point, an SEC-registered investment advisory and financial planning firm. Prior to moving into wealth management, he worked in the assurance and advisory practice at PricewaterhouseCoopers LLP, where he provided audit services for public and private companies. He also co-founded Pencil Joy, an illustration company to inspire people to share moments through art and stories.

Yea holds a Bachelor of Science in Accounting from Brigham Young University.

The Certified Financial Planner Board of Standards, Inc. is a professional body for personal financial planners in the United States. The CFP Board sets standards for financial planning and administers the prestigious CFP® certification – one of the most respected certifications in financial services – so that the public has access to and benefits from competent and ethical financial planning. . CFP’s Board of Directors, along with its Financial Planning Center, is committed to increasing public awareness of the CFP® certification and access to a diverse, ethical and responsible financial planning workforce. competent. Widely recognized by businesses as the standard in financial planning, the CFP® certification is held by more than 92,000 people worldwide. United States. Visit for more information.

SOURCE Certified Financial Planner Board of Standards, Inc.

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