Miller Starts CFP Board Chair Leadership

The CFP Board announced Tuesday that Liz Miller has started her role as chair of the board of directors, as of January 1.

Miller, founder and president of Summit Place Financial Advisors LLC, will be leading the body that has certified more than 100,000 financial planners across the U.S. She was elected to the post in 2023 by CFP’s board of directors and served as board chair-elect in 2024.

The position oversees the CFP Board of Standards, which focuses on advancing financial planning and expanding the profession, and the CFP Board Center for Financial Planning, which focuses on developing and administering certification. The CFP split into two nonprofit bodies in January 2023.

Liz Miller

“Last year, we surpassed 100,000 CFP certificants, and we are moving forward from a position of strength in 2025,” Miller said in a statement. “We are making strides to continue growing the financial planning workforce by supporting both the next generation and career changers.”

Miller also highlighted the profession’s “appeal to women,” noting she has spent her entire career in the financial planning industry.

Before founding Summit Place Financial, she was a principal owner of investment management services firm Trevor Stewart Burton & Jacobsen Inc. She also served on the CFA Institute’s wealth management task force and led the first private wealth management committee at the CFA Society of New York.

The CFP Board, under Miller, will continue to work toward increasing women’s representation in financial planning, including the launch of a national initiative, according to the announcement. Work will include research, resource development, thought leadership and partnership development for women.

“Liz is a visionary leader with exceptional experience, passion and commitment,” CFP Board CEO Kevin Keller said in a statement. “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.”

During Miller’s tenure, the CFP Board also plans to work with artificial intelligence experts on the technology’s use in financial planning.

In December, the CFP announced a record year for its certification exam, with 10,437 candidates testing in 2024, the highest annual total to date. Among those who tested, 6,763 candidates passed,  11% more than in 2023.

Miller earned her certified financial planner certification in 2008 and also holds the chartered financial analyst designation.