Introduction
The CFP Board of Standards has chosen Elizabeth Miller, a board member and esteemed Certified Financial Planner (CFP), to serve as the new chair in 2025. Miller, who currently holds the position of president at Summit Place Financial Advisors, an esteemed registered investment advisor located in Summit, N.J., brings a wealth of experience and a commitment to industry diversification.
Commitment to Diversification
Founded in 2008, Summit Place Financial Advisors has focused its service model on catering to the needs of wealthy, multigenerational families. Miller emphasizes the significance of the planning profession and expresses her dedication to advancing the CFP Board’s efforts in fostering a more diverse financial industry.
A Long-Standing Career
Miller’s career in the financial-services industry began in 1987 when she joined First Boston as an analyst specializing in mergers and acquisitions. She later became an associate portfolio manager at Oppenheimer before joining Trevor Stewart Burton & Jacobsen, an investment management services company, where she served as a principal owner.
Chair-Elect 2024
In recognition of her outstanding contributions to the planning profession, the CFP Board named Miller as the chair-elect for 2024 during their July meeting. Currently serving as the chair-elect, Matt Boersen will assume the role of board chair in 2024, paving the way for Miller to take over the following year.
Recognized Leadership
Dan Moisand, the current chair, commends Miller’s exceptional leadership skills and acknowledges her significant contributions to the field of financial planning. Moisand expresses excitement about Miller’s appointment and looks forward to her vision and guidance as they continue to advance the financial planning profession.
