Kevin Yea, who was chief financial officer and treasurer at Ashoka, a network of social entrepreneurs with more than 30 global offices, has been appointed chief financial officer of the Certified Financial Planner Board of Standards effective May 2.
Yea succeeds Roger Myers, who will be retiring after more than 10 years of service overseeing CFP Board’s finance, information technology, office operations and marketing functions, the board announced..
Yea will be based in the CFP Board’s Washington, D.C., headquarters, where he will lead all financial activities of the CFP Board, including finance, accounting, budgeting, enterprise risk management information technology, and office administration and facilities. In this position, he will serve as a key business partner to the CEO and the Board of Directors, and he will be responsible for collaborating with other members of the executive leadership team to execute the organization’s strategic priorities and generate revenue growth.
Prior to Ashoka, Yea was an advisor and chief financial officer at Keel Point, a SEC-registered investment advisory and financial planning firm. Before making the switch to wealth management, he worked in the assurance and advisory practice at PricewaterhouseCoopers, where he provided auditing services for public and private companies. He also co-founded Pencil Joy, an illustration company to inspire people to share moments through art and stories.