CFP Board Announces Search for Next CEO, Engages Spencer Stuart

WASHINGTON--(BUSINESS WIRE)--CFP Board today announced that it has retained executive recruitment firm Spencer Stuart to assist in the search for its next Chief Executive Officer. The search follows the February announcement of CFP Board CEO Kevin R. Keller’s planned April 2026 retirement and reflects CFP Board’s commitment to a deliberate, strategic transition.

The Board of Directors began preparing for this transition early in 2025, forming a CEO Search Committee led by 2025 Chair-Elect Terri Kallsen, CFP^®. This thoughtful planning allows ample time to conduct a thorough search and engage a broad range of stakeholders.

“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 CFP Board Chair Liz Miller, CFP^®, CFA^®.

The search begins immediately.

“We’re 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,” said Kallsen.

CFP Board invites highly qualified candidates to apply. This process will involve thorough outreach to leaders within the association and financial planning communities to help ensure a broad, well-qualified candidate pool.

For inquiries or further information, contact the following at Spencer Stuart: Leslie Hortum ([e-mail]) and Sarah Burley Reid ([e-mail]).

ABOUT CFP BOARD

CFP Board is the professional body for personal financial planners in the U.S. CFP Board consists of two affiliated organizations focused on advancing the financial planning profession for the public’s benefit. CFP Board of Standards sets and upholds standards for financial planning and administers the prestigious CERTIFIED FINANCIAL PLANNER^® certification — widely recognized by the public, advisors and firms as the standard for financial planners — so that the public has access to the benefits of competent and ethical financial planning. CFP^® certification is held by more than 100,000 people in the U.S. CFP Board Center for Financial Planning addresses diversity and workforce development challenges and conducts and publishes research that adds to the financial planning profession’s body of knowledge.

ABOUT SPENCER STUART

Spencer Stuart is a global executive search and leadership advisory firm that works with organizations to help them find and develop the leaders they need to succeed in a complex and rapidly changing world.