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

If you are being bothered by the Regulators, call Eccleston Law, you won't regret it.

Rick R.

LATEST NEWS AND ARTICLES

February 4, 2026
Investor Redemptions Rise in Nontraded BDCs Amid Credit Concerns

Financial advisors and their clients have increased redemptions from nontraded business development companies (BDCs) following a series of high-profile corporate bankruptcies, according to InvestmentNews. The surge highlights growing investor concern about liquidity and credit exposure within these high-yield but often risky investment ...

February 3, 2026
FINRA Accuses Spartan Capital of Widespread Churning That Allegedly Harmed Customers

The Financial Industry Regulatory Authority (FINRA) has brought a disciplinary complaint against Spartan Capital Securities and several senior leaders of the New York City–based broker-dealer, alleging that the firm facilitated excessive trading that generated millions of dollars in revenue while causing substantial losses to customers.

February 2, 2026
California Investors Allege Unsuitable DST Recommendations in FINRA Arbitration

Two investors from the San Francisco Bay Area have filed a FINRA arbitration claim against brokerage firm Realized Financial and its financial advisors.