CERTIFIED FINANCIAL PLANNER BOARD OF

WASHINGTON, DC EIN 35-2787547 Philanthropy & GrantmakingTHE MISSION OF CFP BOARD OF STANDARDS IS TO CREDENTIAL COMPETENT AND ETHICAL FINANCIAL PLANNERS, UPHOLD CFP CERTIFICATION AS THE RECOGNIZED STANDARD AND ADVANCE THE FINANCIAL PLANNING PROFESSION

$65.2M

Revenue

2

Filings

$900K

Total Grants

3

Grant Records

Latest Financial Summary

Fiscal Year	Revenue	Expenses	Net Assets	Contributions
FY 2024	$65.2M	$63.0M	$7.5M	$0

Full Financial History

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Key Officers

M

MATT BOERSEN CFP CFA

BOARD CHAIR

L

LOUIS BARAJAS CFP MBA

BOARD MEMBER

M

MARGUERITA CHENG CFP

BOARD MEMBER

Executive Compensation

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Top Grant Recipients (Teaser)

CFP BOARD OF STANDARDS CENTER FOR FINANCIAL PLANNING $564K

CFP BOARD OF STANDARDS CENTER FOR FINANCIAL PLANNING $187K

GIRL SCOUTS OF THE USA $150K

3 total grants · $900K total giving

Complete Grants Database

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Filing History

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