WASHINGTON, July 17,
2024 /PRNewswire/ -- The Board of Directors of CFP
Board announced today that it has elected Terri Kallsen, CFP® as its 2025 Board
Chair-Elect at its July 2024 meeting.
Current Chair-Elect Liz Miller, CFP® will serve as Chair of
the Board of Directors in 2025, and Kallsen will become Chair of
the Board in 2026.
Terri Kallsen, CFP® is the Senior
Operating Partner at Rise Growth Partners, a financial partner for
middle-market registered investment advisors (RIAs). She advises
the firm's partner RIAs on business management, client service
delivery and growth strategies. Kallsen joined CFP Board as a Board
Director in 2022 and is Chair of the Finance and Investment
Committee, former Chair of the Audit Committee, a former member of
the Governance Committee and a frequent presenter at Certificant
Connection events.
"Terri's extensive experience and unwavering dedication to the
financial planning profession make her an outstanding choice for
this role," said Board of Directors Chair Matthew Boersen, CFP®, CFA®. "With Terri's
visionary leadership, I am confident that CFP Board will continue
to strengthen the value of CFP® certification and support our
financial planning professionals in delivering exceptional service
to their clients."
Before joining Rise Growth, Kallsen was Chief Operating Officer
at Wealth Enhancement Group, where she orchestrated
organization-wide plans that enabled the company to serve its
financial advisors more efficiently and effectively. Before Wealth
Enhancement Group, Kallsen was Executive Vice President – Investor
Services at Charles Schwab, where she was responsible for driving
long-term growth and increasing client loyalty. At Schwab, she led
7,000 employees and spearheaded an increase in CFP® professional
designations while streamlining the financial planning process in
the Schwab Retail Branch Network of 350 offices. Kallsen also held
senior leadership roles at USAA and Thrivent.
"I am honored to be selected as the 2025 Board Chair-Elect by my
colleagues on the Board of Directors," said Kallsen. "I look
forward to leveraging my 30 years of experience in C-suite and
entrepreneurial roles to increase the number of competent and
ethical financial planners, uphold CFP® certification as the
recognized standard and advance the financial planning profession
to better serve the public."
Beyond her financial planning expertise, Kallsen also has an
outstanding athletic record, having completed 21 marathons, 40
half-marathons and a Half Ironman. She serves on the Hollins University Board of Trustees and
volunteers for the Midway Shelter of Alameda for abused and homeless women and
children.
Kallsen earned her bachelor's degree from the College of St. Benedict in Minnesota and her
master's degree from the University of
Wisconsin-Oshkosh. She earned her CFP® certification in
2005.
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.
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SOURCE CFP Board