Kamila Elliot Prepared To Make History As First Black CFP Board Chair

Posted on January 13th, 2022 at 12:38 PM
Kamila Elliot Prepared To Make History As First Black CFP Board Chair

From the Desk of Jim Eccleston at Eccleston Law:

The first Black woman to head the CFP Board, Kamila Elliot, officially assumed her position from former CFP Board Chair Douglas King on January 1. 

Moving forward, Elliot intends to formally address the industry’s diversity lapses as well as emphasizing the good that can be accomplished as a financial planner. Nevertheless, service remains a core value to Elliot as that is what motivated her to originally pursue her career. Elliot, who formerly served as president and partner of Grid 202 Partners, boasts two decades of financial planning experience. Further, Elliot joined the Keith Beverly-run RIA focused on racial equity and social impact investing after her departure from Rutledge Financial Partners in January 2020. 

While improving industry diversity is a main goal for 2022, Elliot also intends to emphasize the CFP Board’s future financial planner program in an effort to market the business to future generations. Elliot also discussed the importance of research and that the Board will be tasked with publishing research demonstrating that the involvement of a financial planner serves to benefit a client’s financial outlook. 

Eccleston Law LLC represents investors and financial advisors nationwide in securities, employment, regulatory and disciplinary matters.

Tags: eccleston, eccelston law, cfp

Return to Archive

TESTIMONIALS

Previous
Next

Fantastic news!!!!  Your professionalism, support and expertise were greatly appreciated.  You made a difficult situation much more bearable.

Marci M.

LATEST NEWS AND ARTICLES

February 12, 2026
CFTC Signals New Rulemaking for Prediction Markets and Crypto Oversight

The Commodity Futures Trading Commission (CFTC) plans to develop new regulations governing the growing prediction markets industry, Chairman Michael Selig announced, signaling a shift in regulatory strategy.

February 11, 2026
Ameriprise Advisor Phishing Incident Potentially Exposes Client Data

A phishing incident involving an Ameriprise Financial advisor potentially exposed the personal information of hundreds of clients, according to a disclosure posted by the Maine Attorney General’s office.

February 10, 2026
Merrill Lynch Expands Client Disclosures on Crypto and AI Risks

Merrill Lynch updated its required client disclosure brochure to address, for the first time, the evolving risks tied to cryptocurrency-linked investments and the firm’s expanding use of Artificial Intelligence tools.