CFP Board
The Dedicated Coordinator provides project and service coordination along with office administrative support for the NorCal Operations team. This role involves managing customer service inquiries, scheduling work orders, and creating estimates to ensure high customer satisfaction. The position requires collaboration with Portfolio Managers and installers to maintain industry-leading service standards.
Headquarters
Washington, District Of Columbia, United States
Company Size
51-200 employees
Founded
1985
CFP Board (Certified Financial Planner Board of Standards, Inc.) is a nonprofit organization that owns and administers the CERTIFIED FINANCIAL PLANNER™ (CFP®) certification, setting rigorous education, examination, experience, and ethical standards for financial planners. It maintains the national registry of CFP® professionals, approves education programs, administers the CFP® exam, and enforces a code of ethics and disciplinary processes to protect consumers. CFP Board also provides consumer resources to find and verify financial planners, promotes public awareness of financial planning, and advances professional competency and public trust in the profession.
Headquarters
San Francisco, CA
Company Size
201-500 employees
Founded
2018
Industry
Technology
Glassdoor Rating
4.2 / 5
Sarah Johnson
Chief Executive Officer
Michael Chen
Chief Technology Officer
Emily Williams
VP of Engineering
David Rodriguez
VP of Product
Jessica Thompson
Chief Financial Officer
Andrew Park
VP of Sales
View leadership team, funding history,
and employee contacts for CFP Board.