Terri Kallsen, CFP Elected 2025 CFP Board Chair-Elect
Terri Kallsen, CFP Elected 2025 CFP Board Chair-Elect
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.
2024年7月17日,CFP Board董事會宣佈,在2024年7月會議上,選舉Terri Kallsen CFP爲2025年董事會主席,在2025年Liz Miller CFP將擔任董事會主席,而Kallsen將在2026年成爲董事會主席。
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 Kallsen CFP是Rise Growth Partners的高級運營合夥人,該公司是中端市場註冊投資顧問的金融合作夥伴。她爲公司的合作投資顧問提供業務管理、客戶服務交付和增長策略方面的建議。Kallsen於2022年加入CFP Board成爲董事,是財務和投資委員會主席,前審計委員會主席,治理委員會前成員,經常在Certificant Connection活動中作報告。
"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."
“Terri的豐富經驗和對金融規劃職業的堅定奉獻使她成爲這個職位的傑出人選”,董事會主席Matthew Boersen CFP、CFA說。“在Terri的開創性領導下,我有信心CFP Board將繼續加強CFP認證的價值,並支持我們的金融規劃專業人員爲客戶提供卓越的服務。”
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.
在加入Rise Growth之前,Kallsen是Wealth Enhancement Group的首席運營官,組織了全公司計劃,使公司能夠更有效地爲其財務顧問提供服務。在Wealth Enhancement Group之前,Kallsen是Charles Schwab的執行副總裁 – 投資者服務,負責推動長期增長和提高客戶忠誠度。在Schwab,她領導了7000名員工,並推動了CFP專業設計師的增加,同時簡化了Schwab零售部門的350個辦事處中的金融規劃流程。Kallsen還在USAA和Thrivent擔任高級領導職務。
"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."
“我很榮幸被董事會同事選爲2025年董事會主席當選人,”Kallsen說。“我期待着利用我在C級別和創業業務角色方面的30年經驗,增加具備能力和道德的金融規劃師,維護CFP認證作爲公認的標準,並推動金融規劃職業更好地服務公衆。”
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.
除了她的金融規劃專業知識,Kallsen還有出色的運動記錄,已經完成了21次馬拉松、40次半程馬拉松和一次半項鐵人。她在Hollins大學董事會任職,併爲阿拉米達中途庇護所的受虐和無家可歸的婦女和兒童做義工。
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.
Kallsen在明尼蘇達州的St. Benedict學院獲得了學士學位,並在威斯康星奧什科什大學獲得了碩士學位。她於2005年獲得了CFP證書。
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.
關於CFP Board
CFP Board是美國個人財務規劃師的職業團體,包括兩個關聯組織,旨在爲公衆利益推進金融規劃職業。CFP Board of Standards制定並維護金融規劃標準,並管理公認的財務規劃師(CFP)認證——公衆、顧問和公司普遍認爲CFP認證是金融規劃師的標準,以便公衆可以享受到具有能力和道德的財務規劃服務。CFP證書持有人在美國超過十萬人。CFP Board Center for Financial Planning解決多樣性和勞動力發展挑戰,並開展和發佈研究,爲金融規劃職業的知識體系添磚加瓦。
SOURCE CFP Board
資料來源:CFP Board