Home Financial consultant CFP Board of Directors Appoints Michael Kothakota, Ph.D., CFP® as Director of...

CFP Board of Directors Appoints Michael Kothakota, Ph.D., CFP® as Director of Research


Based at the CFP Board washington d.c. headquarters, Kothakota will conduct empirical and longitudinal research studies to assess the impact of financial planning on client well-being. Additionally, he will develop new research and resources for CFP Board practitioners and business intelligence. He will report directly to the COO Elizabeth Stewart.

“This newly created position will oversee cutting-edge studies to demonstrate the value proposition of CFP® certification to the public, policy makers, businesses and advisors,” said CFP Board CEO Kevin R. KellerCAE. “Michael’s background as a veteran, small business entrepreneur, CFP® professional, and adjunct professor makes him uniquely qualified to implement a comprehensive approach to research in an age of ever-expanding data.”

Kothakota joins the CFP board from WolfBridge Wealth, where he served as CEO and led all parts of the financial planning process for retail clients. He also designed and implemented surveys and analyzed data as a partner at DataTactix and a research consultant at Bento, Inc., and served on the research board at IncomeLabâ„¢. Kothakota holds teaching positions at Kansas State Universitythe University of Georgia and Colombia University.

Kothakota holds a Master of Science in Predictive Analytics from Northwestern University and a doctorate in personal financial planning from Kansas State University.

The Certified Financial Planner Board of Standards, Inc. is a professional body for personal financial planners in the United States. The CFP Board sets standards for financial planning and administers the prestigious CFP® certification – one of the most respected certifications in financial services – so that the public has access to and benefits from competent and ethical financial planning. . CFP’s Board of Directors, along with its Financial Planning Center, is committed to increasing public awareness of the CFP® certification and access to a diverse, ethical and responsible financial planning workforce. competent. Widely recognized by businesses as the standard in financial planning, the CFP® certification is held by more than 92,000 people worldwide. United States.

SOURCE Certified Financial Planner Board of Standards, Inc.