Brad Ledwith, a Certified Financial Planner in Morgan Hill, has been appointed to serve as a representative of CFP Board in their local communities. 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 United States, with new ambassadors coming on board since then. The CFP Board Ambassador program now covers a total of 38 regions throughout the country.
Ledwith 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.
“I’m very excited to serve as a CFP Board Ambassador where I will be able to use my experience and expertise as a CFP professional to help my community, providing information and insights on how financial planning can improve people’s lives,” Ledwith said.
CFP Board Ambassadors are all volunteers. Their contributions include:
• 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, Blayney plays a lead role in working with the CFP Board Ambassadors to increase awareness of the CFP certification among both consumers and advisors.
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