The CFP Board of Governors has announced four new board members, with their terms taking effect in 2003. These include George Munoz, president of Munoz Investment Banking Group. Nick Georgis, also named to the board, is the head of client relations and sales for Schwab Institutional. Bart Francis is a member of AICPA's personal financial planning executive committee. Karen Schaeffer is a financial planner.
Certified Financial Planning Board Names Four Trustees
November 25, 2002, 1:00 a.m. EST 1 Min Read