CFP Board Announces Rich Rojeck as 2014 Chair-Elect

Yet Kitces went on to argue details of the case eventually emerged that suggest that the matter was "not as clear as the initially reported findings suggested;" Goldfarb's ties to the related broker-dealer were through a parent accounting firm that owned both his RIA and the broker-dealer, and Goldfarb himself held only a small 1% equity interest in the firm and was otherwise not compensated.

In today's announcement, the organization says Rojeck is currently a managing director with Sagemark Consulting/Lincoln Financial Advisors. Prior to launching a financial planning practice in 1980, Rich served six years as an officer in the U.S. Navy.

The board of directors elected Rojeck at its July meeting. He will begin his duties as chair-elect on January 1, 2014, when Ray Ferrara begins his term as 2014 Chair.

"We are thrilled to have Rich assume this prestigious leadership position," current Board chair Nancy Kistner added in the same statement. "Rich's passion for the profession and his work in bringing in a new generation of CFP professionals will help guide CFP Board to new heights. He will certainly bring a world of experience, talent and expertise to our Board and the organization. "

In addition to his professional career, Rojeck served on the national board of the International Association for Financial Planning (IAFP) from 1993 to 1999, helping to create what is now known as the Financial Planning Association after the IAFP merged with the ICFP. In addition to being a member of FPA since the merger, Rojeck serves on the gift planning advisory boards of the University of California, San Diego and the San Diego Foundation.

Rojeck received his B.S. degree in business administration from Oregon State University and an MBA from San Diego State University. He and his wife, Joji, have three children and live in San Diego.