The Certified Financial Planner Board of Standards board of directors today announced that it had elected Terri Kallsen, senior operating partner at Rise Growth Partners, as the 2025 board chair-elect.
The board said Kallsen will become chair in 2026, succeeding current chair-elect Liz Miller, who will serve as chair of the board of directors in 2025.
Kallsen, who joined the CFP Board as a board director in 2022, chairs the finance and investment committee. She is also a former chair of the audit committee, a former member of the governance committee and a frequent presenter at events that connect CFP certificate holders, the board noted in a press release.
“I am honored to be selected as the 2025 board chair-elect by my colleagues on the board of directors,” Kallsen said in a statement. “I look forward to leveraging my 30 years of experience in C-suite and entrepreneurial roles to increase the number of competent and ethical financial planners, uphold CFP certification as the recognized standard and advance the financial planning profession to better serve the public,” she added.
Kallsen joined Rise Growth Partners in October 2023. The firm is a financial partner for middle-market registered investment advisors and was founded by former United Capital CEO Joe Duran. Before she was at Rise Growth she was the COO at the Wealth Enhancement Group for nearly three years. Before that, she was executive vice president of investor services at Charles Schwab, where she led a team of more than 7,000 employees overseeing $1.6 trillion in assets. Kallsen began her career with Thrivent Investment Management in 2001 and has also worked for USAA Financial Advisors and First Command Financial Services.
“Terri’s extensive experience and unwavering dedication to the financial planning profession make her an outstanding choice for this role,” said Matthew Boersen, the current board of directors chair. “With Terri’s visionary leadership, I am confident that CFP Board will continue to strengthen the value of CFP certification and support our financial planning professionals in delivering exceptional service to their clients.”