Multi-Year Donors

Thank you to the following individuals who have made multi-year pledges to support the Center for Financial Planning. Donor recognition level is based on the total amount of the pledge.

VISIONARY Circle ($500,000+)

  • David H. Diesslin, CFP®, MBA

Chairs Circle ($250,000+)

  • V. Raymond Ferrara, CFP®

Pinnacle Circle ($100,000 – $249,999)

  • Bob and Sue Glovsky
  • Karen P. Schaeffer, CFP®
  • Rosalie J. Wolf

Leaders Circle ($50,000 – $99,999)

  • Kevin R. Keller
  • Yeske Buie

Benefactors Circle ($25,000 – $49,999)

  • David E. Canter & Lisa Strope
  • Cary Carbonaro, MBA, CFP®
  • Marilyn Capelli Dimitroff, CFP®
  • Cindy Conger, CFP®
  • Mike and Terry Davis
  • Charlie and Lisa Fitzgerald
  • Charles and Judith Goldman
  • Mike and Stephanie Greene
  • Tim Kochis JD, MBA, CFP®
  • Nancy A. Kistner, CFP®
  • Ross Levin, CFP®
  • Mike Masur, CFP®
  • Randy Morris, CFP® and Nancy Morris
  • Richard Rojeck, CFP®
  • Kimberly Sterling, CFP®, CPA
  • Richard Stone, CFP®
  • Mark Tibergien and Kim Dellarocca
  • Maureen Tsu, MBA, CFP®
  • Bob Wacker, CFP® and Debbie Wacker, CPA
  • Stewart H. Welch, III, CFP®

Presidents Circle ($10,000 – $24,999)

  • Blaine F. Aikin, AIFA, CFA, CFP®
  • Susan Baran, CFP®
  • Mayur T. Dalal, CFP®
  • Jeff Farrar, CFP®
  • Peggy M. Ruhlin, CFP®
  • Richard C. Salmen, CFP®
  • Michael J. Smith, CFP® and Elizabeth W. Jetton, CFP®
  • Lewis J. Walker, CFP®
  • Kimberly Wright–Violich

Champions Circle ($5,000 – $9,999)

  • Jim and Diane Berliner Family Fund
  • Karen Blodgett, CFP®
  • Sandra L. Bragar, CFP®
  • Adam Cmejla, CFP®
  • Theodore R. Daniels
  • Gordon and Vickie Hampton
  • Mark E. Johannessen, CFP®
  • Lisa Kirchenbauer,CFP®
  • Susan MacMichael John, CFP®
  • Audrey Wehr Jones, CFP®
  • Mark Milic, CFP®
  • Marilyn Mohrman-Gillis and Jack Gillis
  • Shannon Pike, CFP®
  • Steven D. Podnos, MD, MBA, CFP®
  • Joyce Schnur, CFP®
  • Curt Weil, CFP®

Patrons Circle ($1,000 – $4, 999)

  • Peggy Cabaniss, CFP®
  • Dan Candura, CFP®
  • Marguerita Cheng, CFP®
  • Michael Davis
  • Sharon J. Fall, CFP®
  • Frances Harkins, CFP®
  • Arthur B. Laby
  • N and B Family Fund
  • Kian Nobari, CFP®
  • Janet Stanzak, CFP®
  • Alan Blum Ungar, CFP®
  • Denise Voigt Crawford

2018 Donors 

A full list of 2018 donors as of March 28, 2018 is available here.

2017 Donors 

A full list of 2017 donors as of December 31, 2017 is available here.

2016 Donors

A list of our 2016 donors is available here.

Past donors may be viewed in our annual report available here.

Because the challenges facing the financial planning profession are greater than any one organization, firm or individual can address on their own, CFP Board 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 rzeidman@cfpboard.org or 202-379-2255.