The Financial Planning Standards Board Ltd. (FPSB), the Denver-based standards-setting body for the global financial planning profession and owner of the Certified Financial Planner certification program outside the U.S., has appointed Dante De Gori as its next CEO, effective January 1, the organization said.
“Dante’s deep experience in, and passion for, the financial planning profession, combined with his exemplary leadership skills, were sought-after assets to drive FPSB’s vision and mission forward," FPSB Board chairperson Garry Muriwai said in a prepared statement. "We look forward to working with him to advance the global financial planning profession.”
The appointment comes on the heels of the FPSB’s May announcement that current CEO Noel Maye, who has led the organization since it was established in 2004, would step down at the end of the year.
With more than two decades of leadership experience in the financial services industry, De Gori has served as a senior executive, financial services professional, global financial planning advocate and government relations and policy expert, the FPSB said.
He most recently worked as chief executive officer of the Financial Planning Association of Australia (FPA)–the financial planning professional body in Australia and sixth largest Affiliate within the FPSB Network. For six years, he led teams focused on standards, certification, education, events, advocacy and consumer awareness designed to reform the country’s financial planning profession by raising education and professional standards.
De Gori, CFP, served as chairperson of the FPSB Council and Chief Executives Committee (CEC) from 2018 to 2021. Earlier this year, he joined FPSB as head of stakeholder engagement.
De Gori was awarded the Association Influencer of the year 2022 by the Australasian Society of Association Executives (AuSAE) and received a Distinguished Service Award from the Future2Foundation in 2021. He is a CFP professional and holds a bachelor of commerce (finance and marketing), a graduate certificate in politics and policy, and a diploma in financial planning. He has undertaken the Australian Institute of Company Directors (AICD) course and is completing a master of laws at Australian National University.
“As incoming CEO, I’m honored to follow Noel Maye and continue efforts of building and future-proofing the global financial planning profession,” he said in the news release. “A true advocate and pioneer, Noel has been instrumental in paving the way to establish financial planning as a distinct profession with CFP certification its global symbol of excellence.”
At the end of 2021, there were 203,312 CFP professionals worldwide.