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

I just wanted to say thanks again for preparing and executing my case in such a professional manner. It was a pleasure to watch two professionals take such pride in their work, as well as becoming personally in tune with your client (Me). I would personally recommend you and your firm to anyone.

John O.

LATEST NEWS AND ARTICLES

1776796402 Law
April 21, 2026
DOL Proposal on Alternative Assets in 401(k)s Faces Cautious Reception

The U.S.

1776708210 Law
April 20, 2026
FINRA Suspends Former Cape Securities CCO for Supervision Failures Tied to GWG L Bonds and Complex ETPs

The Financial Industry Regulatory Authority (FINRA) recently suspended and fined Lester Joel Hochler, the former Chief Compliance Officer of Cape Securities Inc., for failing to reasonably supervise recommendations of speculative debt securities and complex exchange-traded products to retail customers.

1776438642 Law
April 17, 2026
Florida Advisor Sentenced to 90 Months for Foreign Currency Ponzi Scheme and Tax Evasion

A federal court sentenced John A.