Tr?id=566623520170033&ev=PageView&noscript=1

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
Quotes Bigger

As a financial advisor with over 20 years of experience, I feel fortunate to call Jim my attorney and friend. He is a fantastic lawyer and trusted advisor. He is skilled in the matters necessary to do the job well. He uses his thoughtful approach and calm demeanor to achieve a positive outcome for the client. If you want to feel confident that nothing will be missed and that you will be represented in a highly professional manner, call Jim Eccleston.

Bill C. and Dan M.

LATEST NEWS AND ARTICLES

1775670322 Law
April 8, 2026
FinCEN Imposes $80 Million Penalty on Canaccord for AML Failures

The U.S.

1775574785 Law
April 7, 2026
SEC Charges Long Island RIA and Executives in $138 Million Private Fund Scheme

A Long Island-based registered investment adviser and two of its senior executives now face parallel civil and criminal proceedings tied to an alleged scheme involving conflicted private fund investments, as reported by InvestmentNews.

1775496481 Law
April 6, 2026
FINRA Arbitration Panel Orders Fidelity to Pay $1.3 Million Over Structured Product Disputes

A Financial Industry Regulatory (FINRA) arbitration panel has ordered Fidelity Brokerage Services to pay approximately $1.3 million to two groups of clients who alleged misconduct tied to structured product investments, according to ThinkAdvisor.