Keller to Retire as CFP Board CEO

The board announced today that Kevin R. Keller will retire as CEO, after serving nearly two decades as the organization’s leader.

|

The CFP Board’s CEO is retiring and the organization has formed a search committee to replace him.

The board announced today that Kevin R. Keller will retire as CEO on April 30, 2026, after serving nearly two decades as the organization’s leader. The Board of Directors has established a Search Committee and will engage an executive search firm later this year to assess internal candidates and conduct a national search.

“Kevin’s visionary leadership has transformed CFP Board and the financial planning profession,” said Liz Miller, the board’s chair. “Under his stewardship, CFP Board has achieved unprecedented growth and awareness while elevating the standards of the financial planning profession. The organization is well-positioned for its next chapter of leadership and continued success.”

Under Keller’s leadership, CFP Board has nearly doubled the number of CFP professionals to more than 103,000, with a record 10,400 candidates sitting for the exam in 2024. It also created the Center for Financial Planning to accelerate the growth of women and racially and ethnically diverse CFP professionals.

“It has been the privilege of my career to serve the CFP professional community as CFP Board’s CEO and work alongside our dedicated Board of Directors, thousands of volunteers, stakeholders and staff to expand access to competent, ethical financial planning,” Keller said.

Latest News

See all >>

GoFundMe Launches Charitable Giving Funds with Vanguard, BlackRock

GoFundMe has 200 million users and could broaden the appeal of donor-advised funds for charitable giving — and centralize giving.

Warren Buffett Donates Record $6 Billion Berkshire Shares

The latest donation boosts his overall giving to charities to well over $60 billion.

Capital Group Boosts Retirement Plan Service With Advisor-Focused Upgrades

 RecordkeeperDirect additions include “fund flexibility” offering investments from other fund families.

Firms Need to Get Back to the Basics of Organic Growth, Report Urges

Some that use artificial intelligence for prospecting are reporting huge gains in lead generation.

Seniors Outnumber Children in 11 States and Almost Half of Counties

There are still more kids than older adults, but that difference is shrinking as more boomers hit 65.   

BlackRock Aims to Tap Into Texas Reputation

BlackRock launches an ETF to tap into Texas's growing reputation as a magnet for companies, capital and jobs in the United States.