Joseph V. Maugeri

oseph V. Maugeri, CFP® joined CFP Board in 2011 and is the organization’s Managing Director for Corporate Relations.

Joe is a member of the Executive Leadership team and is responsible for Corporate Relations. In this role, he ensures good communications with financial services firms and other employers of CFP® professionals in order to support and grow the number of CFP® professionals that can provide competent and ethical financial planning to the public. In addition, Joe works with firms and advisors to raise awareness of the profession and engages on ways to support financial planning and CFP® certification.

Before joining CFP Board, Joe was a Vice President and head of the Professional Alliance program at Merrill Lynch; a Director at SEI Investments, Inc., leading its marketing and distribution support services; and worked for more than 13 years as a financial advisor at AXA Advisors, LLC.

He received his Bachelor of Arts from Temple University, an M.S. in Leadership Studies from Northeastern University and has completed a Competitive Marketing Strategy Executive Education program at the Wharton School of Business.