The Certified Financial Planner Board of Standards has appointed its first African American board chair.
Kamila Elliott, who’s taking over as chair of the board, has been a certified financial planner since 2013 and is currently president and partner of Grid 202 Partners, a Washington, D.C.-based registered investment advisor firm, according to the CFP Board. She previously worked with ultra high net worth individuals, endowments and foundations, as well as with universities, hospitals and other charitable organizations at Vanguard, the organization says.
Elliott had also supported financial advisors at Dimensional Fund Advisors, according to the CFP Board.
In addition, Elliott is on the Philadelphia-based Investment Committee for Women Against Abuse and a member of the Association of African American Financial Advisors, the organization says.
Elliott has been spearheading the drive toward racial equity: She was one of the authors of a report released by Abacus Wealth Partners urging financial firms to consider working pro bono with Black families in a bid to close the wealth gap, as reported.
To that end, Elliott herself is an “active volunteer” on the Internal Revenue Service’s Volunteer Income Tax Assistance program, according to the CFP Board.
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