NEWS RELEASE
Certified Financial Planner Board of Standards
Expands Ambassador Program with Appointment of Robert Pagliarini as CFP®Board Ambassador for Orange County
He Will Serve as a Local Resource for Personal Finance Issues
ORANGE COUNTY, CA, December 15, 2014 – Certified Financial Planner Board of Standards, Inc. has expanded its CFP®Board Ambassador program in Orange County with the appointment of Robert Pagliarini, PhD, CFP®.
Pagliarini of Mission Viejo has been appointed to serve as representatives of CFP®Board in his local community. There are now a total of 50 CFP® professionals throughout the United States serving as CFP®Board Ambassadors.
“These new CFP®Board Ambassadors have demonstrated that they are already serving their local communities by sharing their wealth of talent and expertise in financial planning,” said CFP®Board CEO Kevin R. Keller, CAE. “CFP®Board is gratified that they will be joining our existing volunteers in educating the public and the media about how CFP® professionals and financial planning can help consumers achieve their financial goals.”
The CFP®Board Ambassador program initially began in 2010 with seven Ambassadors in seven regions in the U.S., with new Ambassadors coming on board since then. The CFP®Board Ambassador program now covers a total of 38 regions throughout the country.
Pagliarini is a Certified Financial Planner™ professional and was chosen on the basis of his demonstrated leadership skills, passion for financial planning, and belief in CFP®Board’s mission to serve the public.
“In my nearly 24 years helping clients – especially sudden wealth recipients – I’ve seen the value of comprehensive financial, tax, and investment planning. Thoughtful and integrated financial advice can change lives,” said Pagliarini. “I am proud to be a CFP®Board Ambassador.”
CFP®Board Ambassadors are all volunteers. Their contributions will include, among other things:
- Educating the public on the importance of having a financial plan that supports one’s life goals, and of working with a competent, ethical financial professional;
- Representing and explaining the meaning of the CFP® certification, the recognized symbol of excellence in personal financial planning; and
- Supporting CFP®Board’s Consumer Advocate program, which currently includes a series of monthly personal finance tips, broadening the awareness of financial planning to all consumers, promoting the benefits of gaining CFP® certification among their peers, and publicizing CFP®Board’s Public Awareness Campaign, designed to raises awareness of the CFP® certification.
“Expanding the Ambassador program allows CFP®Board to not only broaden the program’s reach geographically, but also add volunteers who offer special expertise in niche areas of financial planning,” said CFP®Board Consumer Advocate Eleanor Blayney, CFP®. As Consumer Advocate, Eleanor plays a lead role in working with the CFP®Board Ambassadors to increase awareness of the CFP® certification among both consumers and advisors.
ABOUT CFP®BOARD
The mission of Certified Financial Planner Board of Standards, Inc. is to benefit the public by granting the CFP® certification and upholding it as the recognized standard of excellence for competent and ethical personal financial planning. The Board of Directors, in furthering CFP®Board’s mission, acts on behalf of the public, CFP® professionals and other stakeholders. CFP®Board owns the certification marks CFP®, Certified Financial Planner™, CFP® (with plaque design) and CFP® (with flame design) in the U.S., which it awards to individuals who successfully complete CFP®Board’s initial and ongoing certification requirements. CFP®Board currently authorizes nearly 71,000 individuals to use these marks in the U.S.