Liz Miller, CFP® Begins Board Chair Role on CFP Board’s Board of Directors

January 07, 2025 at 10:00 AM EST

CFP Board announced that Liz Miller, CFP®, CFA® has ascended to the role of Chair of its Board of Directors.

In this leadership role, Miller leads the professional body that certifies over 100,000 financial planning professionals across the United States. Miller was elected by her Board of Director peers in 2023 to serve as 2024 Board Chair-elect. On January 1, 2025, she began serving in her new Board Chair role for CFP Board of Standards and CFP Board Center for Financial Planning.

“Leading CFP Board is truly an honor,” said Miller. “Last year, we surpassed 100,000 CFP® certificants, and we are moving forward from a position of strength in 2025. We are making strides to continue growing the financial planning workforce by supporting both the next generation and career changers. I also want to highlight this profession’s appeal to women. Having spent my entire career in this industry, I know how rewarding and flexible financial planning can be.”

To increase women’s representation in financial planning, CFP Board is developing a multi-prong strategy this year that includes research, resource development, thought leadership and partnership development for women, culminating in the launch of a national initiative.

“Liz is a visionary leader with exceptional experience, passion and commitment,” said CFP Board CEO Kevin R. Keller, CAE. “Her leadership will help guide us through a rapidly evolving technological landscape, while her commitment to supporting CFP® certificants and promoting diversity will help build a more inclusive profession.”

As Chair, Miller will lead efforts to support CFP® certificants, keeping planners at the forefront of technological innovation. CFP Board will collaborate with artificial intelligence (AI) experts in the financial planning ecosystem to provide insights on AI use for CFP® professionals.

Miller is the founder and President of Summit Place Financial Advisors LLC, an independent SEC-registered advisor she established in 2008. Previously, she was a principal owner of investment management services firm Trevor Stewart Burton & Jacobsen Inc. A longtime leader in the financial planning profession, Miller has served on the Wealth Management Task Force for the CFA Institute and has led the first Private Wealth Management committee at the CFA Society of New York, where she was honored with a Volunteer of the Year award.

Miller earned her bachelor’s degree in economics from The Wharton School at the University of Pennsylvania and her master’s degree from Columbia University. She earned her CERTIFIED FINANCIAL PLANNER® certification in 2008 and holds the CFA® designation as well. Miller is the mother of grown twin daughters and resides with her husband in New York City.

ABOUT CFP BOARD

CFP Board is the professional body for personal financial planners in the U.S. CFP Board consists of two affiliated organizations focused on advancing the financial planning profession for the public’s benefit. CFP Board of Standards sets and upholds standards for financial planning and administers the prestigious CERTIFIED FINANCIAL PLANNER® certification — widely recognized by the public, advisors and firms as the standard for financial planners — so that the public has access to the benefits of competent and ethical financial planning. CFP® certification is held by more than 100,000 people in the U.S. CFP Board Center for Financial Planning addresses diversity and workforce development challenges and conducts and publishes research that adds to the financial planning profession’s body of knowledge.