30 CERTIFIED FINANCIAL PLANNER™ Professionals Named in Financial Times "FT 100 US Women Financial Advisers 2014"

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Certified Financial Planner Board of Standards, Inc.

Nov 24, 2014, 09:50 ET

WASHINGTON, Nov. 24, 2014 /PRNewswire-USNewswire/ -- Certified Financial Planner Board of Standards, Inc. is proud to announce that 30 CFP® professionals were named in Financial Times' "FT 100 U.S. Women Financial Advisers 2014."

"I want to extend my sincere congratulations to the 30 CERTIFIED FINANCIAL PLANNER™ professionals named to Financial Times' 'FT 100 U.S. Women Financial Advisers'," said CFP Board CEO Kevin Keller, CAE. "This is a great honor that highlights their dedication to clients and to the financial planning profession."

Financial Times generates this list by inviting brokerages, private banks, and registered investment advisers to submit candidates, and uses advisers' self-reported data, regulatory disclosures and research to score attributes such as assets under management, growth rate, and credentials.

For Financial Times' full list, visit http://www.ft.com/reports/top-women-financial-advisers.

"The Financial Times report recognizes that CFP® professionals make up a third of its list, noting that CFP® certification has helped women advisers advance their careers and grow their business," said CFP Board Chair Ray Ferrara, CFP®. "This is certainly true of many of the nearly 71,000 CFP® professionals in the U.S.—men and women. As CFP Board continues its Women's Initiative to find solutions to increasing the number of women in the financial planning profession, we are pleased that so many CFP® professionals are being recognized as among the best women financial advisers in our nation."

NAME	PRACTICE NAME	LOCATION
Christina Burroughs CFP®	Miller Russell Associates	Phoenix, AZ
Laura D. Belo, CFP®	UBS Financial Services	San Francisco, CA
Karen Blodgett, CFP®	Aspiriant	San Francisco, CA
Anne B. Golden, CFP®	First Republic Investment Mgt	San Francisco, CA
Debbie Jorgensen, CFP®	Merrill Lynch Wealth Mgt	San Francisco, CA
Monica Piepenkotter, CFP®	Merrill Lynch Private Banking & Investment Group	La Jolla, CA
Debra L. Wetherby, CFP®	Wetherby Asset Mgt	San Francisco, CA
Cheryl L. Young, CFP®	Morgan Stanley	Los Gatos, CA
Dana Hanson, CFP®	Relyea Zuckerberg Hanson	Stamford, CT
Margaret C. Starner, CFP®	Starner Group of Raymond James	Coral Gables, FL
Faith Read Xenos, CFP®	Singer Xenos Wealth Mgt	Coral Gables, FL
Kathy Stepp, CFP®	Stepp & Rothwell, Inc.	Overland Park, KS
Susan C. Kaplan, CFP®	LPL Financial	Newton Lower Falls, MA
Kelly Maregni, CFP®	Federal Street Advisors	Boston, MA
Lynn L. Chen-Zhang, CFP®	Zhang Financial	Portage, MI
Rebecca S. Sorensen, CFP®	UBS Financial Services	Birmingham, MI
Diane R. Compardo, CFP®	The Compardo Team at Moneta Group	St. Louis, MO
Claudia Shilo, CFP®	Ballentine Partners	Wolfeboro, NH
Karen C. Altfest, CFP®	Altfest Personal Wealth Mgt	New York, NY
Lee DeLorenzo, CFP®	United Asset Strategies, Inc.	Garden City, NY
Alyssa C. Moeder, CFP®	Merrill Lynch Private Banking & Investment Group	New York, NY
Deborah D. Montaperto, CFP®	Morgan Stanley Private Wealth Mgt	New York, NY
Georgia S. Mouzakis, CFP®	Citi Private Bank	New York
Christine Carleton, CFP®	Truepoint Wealth Counsel	Cincinnati, OH
Peggy M. Ruhlin, CFP®	Budros, Ruhlin & Roe, Inc.	Columbus, OH
Patricia C. Brennan, CFP®	Key Financial, Inc.	West Chester, PN
Kristen K. Habich, CFP®	JPMorgan Private Bank	Houston, TX
Susan Heuer, CFP®	Merrill Lynch Wealth Mgt	Houston, TX
Elissa Buie, CFP®	Yeske Buie	Vienna, VA
Barbara A. Potter, CFP®	Laird Norton Wealth Mgt	Seattle, WA

ABOUT CFP BOARD

The mission of Certified Financial Planner Board of Standards, Inc. is to benefit the public by granting the CFP^® certification and upholding it as the recognized standard of excellence for competent and ethical personal financial planning. The Board of Directors, in furthering CFP Board's mission, acts on behalf of the public, CFP^® professionals and other stakeholders. CFP Board owns the certification marks CFP^®, Certified Financial Planner™, CFP^® (with plaque design) and CFP^® (with flame design) in the U.S., which it awards to individuals who successfully complete CFP Board's initial and ongoing certification requirements. CFP Board currently authorizes nearly 71,000 individuals to use these marks in the U.S.

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SOURCE Certified Financial Planner Board of Standards, Inc.