Richard Rojeck, a 33-year financial services industry veteran from Southern California, has been elected to serve as 2014 Chair-elect of the CFP Board of Standards Board of Directors.
The move means that Rojeck, managing director with Sagemark Consulting/Lincoln Financial Advisors in San Diego, will actually become the board's chairman in 2015. For 2014, current chairwoman Nancy Kistner will be succeeded by Ray Ferrara, president and CEO of ProVise Management Group in Clearwater, Fla.
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