Joseph Maugeri, CFP ®

Joseph Maugeri, CFP ® joined CFP Board in 2011 and is the Managing Director of Corporate Relations for the organization.

Joe is a member of the Executive Leadership team responsible for good communications with financial services firms and other employers of CFP ® professionals and works with firms to raise awareness of the profession.  Before joining the CFP Board, Mr. Maugeri was Vice President and head of the Professional Alliance program at Merrill Lynch; a Director at SEI Investments, Inc. and worked for more than 13 years as a financial advisor at AXA Advisors, LLC.  He received his B.A. 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.

Topic: How does the industry position itself for the digital invasion

The world of financial advice is in the midst of a technology-driven evolution at the same time as new governmental regulation creates structural uncertainty. How will the financial services industry incorporate or embrace the new digital advice world?   Mr. Maugeri is charged with leading the CFP Board’s response to this most exciting and challenging new age. Joe will share a recent scenario planning report issued by the Board that looks at multiple futures for digital financial advice.