As an advisor and now as an industry leader, Elliott said she wants to inspire other people of color and serve as a role model for them, particularly other African American women.
“I want others to see that anything is possible and my leadership role is a testament to the evolving nature of the profession,” she said in the email. “I look forward to sharing the joy I have experienced in this profession helping others, and the impact that future CFP professionals can have in changing the trajectory of families, particularly those that are underserved.”
Elliott said she wants to use her leadership position as a springboard for change.
“My goal is to continue and accelerate the goals related to increasing diversity and representation in the financial planning profession,” she said. “Specifically, my goal is to increase the number of women and people of color with the CFP designation and to create a diverse pipeline of talent.”
Elliott said there remained hurdles to overcome in achieving that goal.
“The biggest challenge is to continuously create an awareness for the profession in high schools and colleges,” she said. “Creating the desired level of awareness with youth is a long term and strategic process.”
Founded in 1985, the Certified Financial Planner Board of Standards is headquartered in Washington, D.C.