Corporate Sponsors

The Center for Financial Planning is conducting an historic $10,000,000 Capital Campaign to fund the initiatives that will advance a more sustainable and diverse financial planning profession that can secure the financial future of all Americans. We are very pleased to report that the Campaign has raised over $9,700,000 in corporate and individual commitments through December 31, 2017.

The Center for Financial Planning would like to thank the following companies for their generous support:


Lead Founding Sponsor



Founding Sponsor Circle

Northwest Mutual-50


Visionary Circle



Chairs Circle

Capital One  


Pinnacle Circle



Benefactors Circle



Friends Circle

Bridgewater Advisors

Because the challenges facing the financial planning profession are greater than any one company or organization can address on their own, the Center for Financial Planning is inviting broad participation from firms, individuals, and other stakeholders who share the mission of the Center. If you are interested in learning more about becoming involved and supporting the Center, please contact Rochelle Zeidman, Managing Director, Development, Center for Financial Planning, at or 202-379-2255.


TD Ameritrade Institutional, division of TD Ameritrade, Inc., member FINRA/SIPC is separate from and not affiliated with the Certified Financial Planner Board of Standards, Inc. TD Ameritrade is a trademark jointly owned by TD Ameritrade IP Company, Inc. and The Toronto-Dominion Bank. Used with permission. All rights reserved.

Fidelity Investments is an independent company, unaffiliated with the CFP Board. There is no form of legal partnership, agency affiliation, or similar relationship between the CFP Board and Fidelity Investments, nor is such a relationship created or implied by the information herein. Fidelity Investments has not been involved with the preparation of the content supplied by the CFP Board and does not guarantee or assume any responsibility for its content. Fidelity Investments is a registered service mark of FMR LLC. Fidelity Clearing & Custody Solutions provides clearing, custody, and other brokerage services through National Financial Services LLC or Fidelity Brokerage Services LLC, Members NYSE, SIPC. 771238.1.0