CFP Board taps Elizabeth Miller as 2024 chair-elect

investmentnews.com:

The board of directors of Certified Financial Planner Board of Standards Inc. announced Wednesday that it had elected Elizabeth (Liz) Miller as its 2024 chair-elect.

Miller will succeed current chair-elect Matt Boersen next year and will subsequently ascend to chair of the board in 2025.

She joined the CFP’s board as a director in 2020 and is a member of CFP Board Center for Financial Planning’s campaign development committee.

Miller is the founder and president of Summit Place Financial Advisors in Summit, New Jersey. Prior to starting Summit Place in 2008, she was a principal owner of investment management services firm Trevor Stewart Burton & Jacobsen Inc.

Miller started her career as a mergers and acquisition analyst for The First Boston Corp. and then became an associate portfolio manager for Oppenheimer Mutual Funds. She earned her certified financial planner certification in 2008 and holds the CFA designation as well.

“Liz is a remarkable leader whose contributions to the profession are substantial,” Dan Moisand, chair of CFP’s board, said in a statement. “We are excited about the wealth of experience she brings to the role, and we look forward to her leadership and vision as we continue to advance the financial planning profession.”

“I am honored to be selected as the 2024 Board Chair-elect by my fellow members of the Board of Directors,” Miller said in a statement. “Our profession is needed now more than ever, and I am thrilled to collaborate with my fellow Board members and the staff at CFP Board to foster a growing and diverse community of CFP professionals, ensuring that more Americans receive competent, ethical financial planning.”

Miller is also the author of“Clutter-Free Wealth: A Goal-oriented Guide to