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

We just wanted to say thanks for your work in helping us get back some of the money we lost. We are not by any means rich, but we have saved some money and we have done so through a tight-fisted approach to most everything we do. So losing a significant chunk of money hurt…especially at a time when everyone else was growing their accounts. We really appreciate the work you did.

Allan and Adele

LATEST NEWS AND ARTICLES

1775060885 Law
April 1, 2026
Florida FINRA Arbitration Panel Orders Charles Schwab to Pay $3.8 Million to Investors

A Financial Industry Regulatory Authority (FINRA) arbitration panel has ordered Charles Schwab & Co.

1774973592 Law
March 31, 2026
Cybersecurity Breach at Edelman Financial Engines Highlights Growing Risks for Advisory Firms

A recent cybersecurity incident involving Edelman Financial Engines has drawn attention to the increasing number of cyberattacks targeting registered investment advisers, according to Financial Advisor News.

1774884494 Law
March 30, 2026
SEC and CFTC Plan Coordinated Examinations and Enforcement Efforts

The Securities and Exchange Commission (SEC) and the Commodity Futures Trading Commission (CFTC) plan to coordinate examinations and enforcement actions involving firms that fall under both agencies' jurisdiction, signaling a renewed effort to streamline regulatory oversight, according to AdvisorHub.