Financial Planning Standards Board Ltd. Names Dante De Gori, CFP®, As New CEO

Financial Planning Standards Board Ltd. Names  Dante De Gori, CFP®, As New CEO

DENVER, COLO – 27 October 2022 – Financial Planning Standards Board Ltd. (FPSB), the standards-setting body for the global financial planning profession and owner of the CERTIFIED FINANCIAL PLANNER certification program outside the United States, today announced that Dante De Gori, CFP®, has been appointed as its chief executive officer, effective 1 January 2023.

The appointment follows the announcement in May 2022 that Noel Maye would step down as FPSB CEO at the end of December 2022.

“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,” said FPSB Board chairperson Garry Muriwai. “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.”

“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-influencers, geopolitical conflicts and inflation,” said De Gori. “FPSB and the global financial planning community of more than 203,000 CFP professionals play an important role in helping people realize 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.”

With more than 20 years of leadership experience in the financial services industry, De Gori is an experienced senior executive, financial services professional, global financial planning advocate, and government relations and policy expert.

De Gori previously served as the chief executive officer of the Financial Planning Association of Australia (FPA) – the financial planning professional body in Australia and sixth largest Affiliate within the FPSB Network. For six years, he led teams focused on standards, certification, education, events, advocacy and consumer awareness, and made exceptional contributions to the Australian financial planning profession through a period of tremendous reform to help raise education and professional standards.

De Gori served as chairperson of the FPSB Council and Chief Executives Committee (CEC) from 2018 to 2021. Earlier this year, he joined FPSB as Head of Stakeholder Engagement.

In his new role, De Gori will lead FPSB as it continues to establish financial planning as a global profession with CFP marks the symbol of excellence in financial planning.

De Gori was awarded the Association Influencer of the year in 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.

“As incoming CEO, I’m honored 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,” said De Gori.

Leave a Reply