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Practice Management > Building Your Business > Leadership

Ex-Schwab Exec Named CFP Board Chair-Elect

By Melanie Waddell

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The Certified Financial Planner Board of Standards said Wednesday that its board of directors has elected Terri Kallsen — a former executive at Charles Schwab and Wealth Enhancement Group — as its 2025 board chair-elect.

Liz Miller, the current chair-elect, will serve as chair of the board of directors in 2025, and Kallsen will become chair in 2026.

Kallsen, senior operating partner at Rise Growth Partners, advises the firm’s partner RIAs on business management, client service delivery and growth strategies.

Kallsen, who joined the CFP Board as a director in 2022, is chair of the Finance and Investment Committee, former chair of the Audit Committee, a former member of the Governance Committee and a frequent presenter at Certificant Connection events.

“Terri’s extensive experience and unwavering dedication to the financial planning profession make her an outstanding choice for this role,”  Matthew Boersen, the 2024 board chair, said in a statement.

Before joining Rise Growth, Kallsen was chief operating officer at Wealth Enhancement Group.

Previously, Kallsen was an executive vice president, investor services at Charles Schwab, where she was responsible for driving long-term growth and increasing client loyalty.

At Schwab, she led 7,000 employees and spearheaded an increase in CFP designations while streamlining the financial planning process in Schwab’s retail branch network of 350 offices, according to the CFP Board. Kallsen also held senior leadership roles at USAA and Thrivent.

“I look forward to leveraging my 30 years of experience in C-suite and entrepreneurial roles to increase the number of competent and ethical financial planners, uphold CFP certification as the recognized standard and advance the financial planning profession to better serve the public,” Kallsen said in the statement.

Kallsen earned her bachelor’s degree from the College of St. Benedict in Minnesota and her master’s degree from the University of Wisconsin-Oshkosh. She earned her CFP designation in 2005.

Credit: Adobe Stock

Melanie Waddell

@Think_MelanieW

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