The Board of Directors of Certified Financial Planner Board of Standards(CFP Board) announced that it has elected Aneri Jambusaria, along with Richard Sherlock and Nancy Smith to the Board.
“We are excited to welcome Aneri, Rick, and Nancy to the Board of Directors,” said Board Chair-elect, Douglas S. King, CFP. “The new members bring decades of leadership and expertise in key areas such as strategy, risk and regulatory matters which augment our role in the financial planning profession and advance competent and ethical financial planning.”
Aneri Jambusaria, CFP serves as executive vice president, leading strategy, new ventures and analytics at LPL Financial, LLC. In this role she focuses on shaping LPL’s forward-looking, enterprise-level business strategies.
Prior to this, Jambusaria worked at Fidelity Investments in several roles shaping strategy with a focus on solutions and fintech. She earned her Bachelor of Science degree from the Wharton School of Business at the University of Pennsylvania and her Master of Business Administration from Northwestern University’s Kellogg School of Management. Jambusaria has been certified as a CFP professional since 2017.
Also joining the Board as public members are Rick Sherlock and Nancy Smith. Public members bring seasoned and external experience from other organizations, and support CFP Board’s mission to serve the public by ensuring the CFP certification is upheld as the recognized standard of excellence for personal financial planning across America.
The new board members’ four-year terms begin January 1, 2021. With the three new board members elected this month, the board will consist of 16 voting members, four of whom are public members, including the newest two public members Rick Sherlock and Nancy Smith. CFP Board Chief Executive Officer Kevin R. Keller, CAE, will continue as a nonvoting member, bringing the total number of board members to 17.
Certified Financial Planner Board of Standards is the professional body for personal financial planners in the U.S. 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 Board, along with its Center for Financial Planning, is committed to increasing the public’s awareness of CFP certification and access to a diverse, ethical and competent financial planning workforce. Widely recognized by firms and consumer groups as the standard for financial planning, CFP certification is held by more than 87,000 people in the United States.
–AN
HrNxt.com Newsdesk has researchers and writers with an excellent domain knowledge about the talent ecosystem, and the business environment. The team keeps a tab on the latest happenings in the ecosystem to bring most relevant news and insights for our readers. You can connect with our newsdesk at newsdesk@hrnxt.com.