The Financial Planning Standards Board, the global standards setting body for Certified Financial Planners, has appoint Dante De Gori CFP as its new CEO from 1 January.
He will take over from long-serving current CEO Noel Maye who will step down at the end of December.
He will be promoted from his current role of head of stakeholder engagement.
The Denver-based body has 203,000 members worldwide including 1,000 CFP Professionals in the UK.
Mr De Gori has more than 20 years experience in financial services. He previously served as the chief executive officer of the Financial Planning Association of Australia (FPA) – the Financial Planning professional body in Australia and the sixth largest FPSB Affiliate within the FPSB Network.
For six years, he led teams focused on standards, certification, education, events, advocacy and consumer awareness, and contributed to the Australian Financial Planning profession by helping to raise education and professional standards.
He served as chairperson of the FPSB Council and Chief Executives Committee (CEC) from 2018 to 2021. Earlier this year, he joined the FPSB as head of stakeholder engagement.
The FPSB said that in his new role Mr De Gori will lead the FPSB as it continues to establish Financial Planning as a global profession with its CFP marks as “the symbol of excellence” in Financial Planning.
Mr De Gori was awarded the Association Influencer of the year 2022 by the Australasian Society of Association Executives (AuSAE) and received a Distinguished Service Award from the Future2Foundation in 2021. He is a CFP professional and holds a Bachelor of Commerce (Finance & Marketing), a graduate certificate in Politics and Policy and a diploma in Financial Planning. He has undertaken the Australian Institute of Company Directors (AICD) course and is completing a Master of Laws at Australian National University.
FPSB chairperson Garry Muriwai said: “The board of directors is pleased Dante De Gori CFP will step into the role as CEO of Financial Planning Standards Board Ltd next year.”
“Dante’s deep experience in, and passion for, the Financial Planning profession, combined with his exemplary leadership skills, were sought-after assets to drive FPSB’s vision and mission forward. We look forward to working with him to advance the global Financial Planning profession.”
Mr De Gori said: “The value of Financial Planning and of working with a Financial Planner who has committed to competency and ethical standards, like a CFP professional, is becoming increasingly important with the rise of technology, fin-fluencers, geopolitical conflicts and inflation.”
“FPSB and the global Financial Planning community of more than 203,000 CFP professionals play an important role in helping people realise the benefits of Financial Planning. I look forward to continuing my work with the FPSB team and Network to uphold and promote worldwide professional Financial Planning standards and raise awareness of the value of Financial Planning.”
“As incoming CEO, I’m honoured to follow Noel Maye and continue efforts of building and future-proofing the global Financial Planning profession. A true advocate and pioneer, Noel has been instrumental in paving the way to establish Financial Planning as a distinct profession with CFP certification its global symbol of excellence.”
FPSB manages the CFP mark outside the US. It operates in 27 territories around the world including Australia, Brazil, Canada, France, Germany, Hong Kong, India, Ireland, Japan, New Zealand, the People’s Republic of China, Singapore, South Africa, Switzerland, Turkey and the UK. At the end of 2021, there were 203,312 CFP professionals worldwide.
