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CFP Board Shakes Up Leadership with Three New Directors

The Certified Financial Planner (CFP) Board of Directors has elected three new members: Evelyn Zohlen, CFP®, Drew McMorrow, CFP®, and Zar Toolan. The appointments bring fresh expertise to the organization's leadership as it continues to oversee the financial planning profession. The new directors are expected to contribute to the CFP Board's mission of upholding standards and advancing the profession.

The Certified Financial Planner (CFP) Board announced today the election of three new members to its Board of Directors: Evelyn Zohlen, CFP®, Drew McMorrow, CFP®, and Zar Toolan. The appointments, effective immediately, were confirmed by the Board and mark a significant addition to the organization's leadership team.

The CFP Board is the professional body that certifies financial planners in the United States, setting standards for competency and ethics. The new directors bring a wealth of experience in financial planning and governance. Evelyn Zohlen is a past president of the Financial Planning Association, while Drew McMorrow and Zar Toolan are recognized leaders in the financial advisory community. Their election underscores the Board's commitment to diverse perspectives and expertise.

The addition of these directors is expected to influence the CFP Board's strategic direction, particularly in areas of professional standards, education, and advocacy. Industry observers will be watching how the new members shape policies affecting the more than 90,000 CFP® professionals. The Board's next steps include integrating the new directors into ongoing initiatives and committee assignments.

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