Corporate Sponsors

The Center would like to thank our corporate sponsors who helped the CFP Board Center for Financial Planning surpass our $10 Million goal for the Capital Campaign. Their sponsorships helped us form meaningful initiatives that will create a more diverse and sustainable profession.

 

Lead Founding Sponsor

TD-Ameritrade-50

 

Founding Sponsor Circle

Northwest Mutual-50

 

Visionary Circle

Fidelity-50

 

Chairs Circle

 

Pinnacle Circle

Edelman-50

 

LEADERs Circle

Mariner Holdings
Wescott Financial Advisory Group LLC
Yeske Buie

 

BENEFACTORS Circle

Accredited Investors, Inc.
Ayco Company
Brighton Jones
Moisand Fitzgerald Tamayo
SEIA
TFC Financial

PRESIDENTS Circle

Ariel Investments, LLC
Bridgewater Advisors
The Planning Center

CHAMPIONS Circle

BGW Limited Partnership
Carson Group Holdings
Center for Financial Planning, Inc.
CJM Wealth Advisors
Cornerstone Wealth Advisors
Janney Montgomery Scott, LLC
MarketCounsel, LLC
UBS

patronS Circle

Network for Women Advisors
Principle Quest Foundation
Raymond James Financial
RGT Wealth Advisors


The Corporate Sponsors listed above were last updated on August 6, 2019.

 

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