CFP Board Ambassador Program Welcomes Six CFP® Professionals

CFP Board welcomes six additional CFP^® professionals to its CFP Board Ambassador Program. Established in 2010, the CFP Board Ambassador program is a nationwide group of CFP® professionals who raise awareness of CFP^® certification.

These Ambassadors were selected for their commitment to volunteering and enthusiasm for communicating with the public about the importance of working with a CERTIFIED FINANCIAL PLANNER^® professional. The roster of 42 Ambassadors reflects a diverse range of ages, genders, racial and ethnic backgrounds, and financial planning specialties.

Ambassadors write for LetsMakeAPlan.org, speak at events and to the media, and use social media to champion CFP Board's efforts to advance the financial planning profession for the benefit of the public.

The new CFP Board Ambassadors are as follows:

Jamie Bosse, CFP^®
Manhattan, KN

Jamie Bosse is a financial planner, author and mother of four. She helps her clients maneuver through life's transitions and overcome and anticipate any potential roadblocks along the way. Jamie finds it extremely rewarding to see people organize their financial lives, maximize their human capital and get closer to their life goals in her work at CGN Advisors.

Jamie has a passion for mentoring and financial literacy and is the author of Money Boss Mom, Helping Young Parents Be the "Boss" of Their Financial Future as well as the Milton the Money Savvy Pup children's book series.

She offers free financial literacy resources, such as games, worksheets and coloring pages, to help parents and teachers teach healthy money habits to kids.

In 2020, Jamie was named to the Investment News 40 Under 40 list. Nominees are selected for this honor from a nationwide pool based on their accomplishments, contributions, leadership and promise.

She enjoys creating financial videos and articles, and she has been featured in the Kansas City Star, KC Parent, The Journal of Financial Planning, Manhattan Neighbors, The Register, Solutions, Investment Advisor Magazine and Kansas City PBS. Jamie is a graduate of the Kansas State University Personal Financial Planning Program.

Lei Deng, CFP^®, CFA
St. Louis, MO

Lei Deng is the founder and lead financial planner at Savor Financial, a fee-only financial planning firm.

Lei specializes in addressing the needs of small business owners, pre-retirees and retirees, especially those with immigrant backgrounds, providing personalized solutions for their unique needs. Before pursuing her financial planning career, Lei worked in investment management functions, such as portfolio construction, asset allocation and investment manager research. Lei has appeared in national media outlets such as Forbes, U.S. News and Business Insider, as well as in podcasts and TV news segments. She also served on the Forbes Advisor Advisory Board in 2024.

Outside of her professional life, Lei is actively involved in community service, holding board memberships at nonprofit organizations focused on social equity, Asian American and Pacific Islander (AAPI) advocacy, and school safety.

Lei is a Chartered Financial Analyst (CFA) and a CERTIFIED FINANCIAL PLANNER^® professional. She also holds an M.S. in Finance from Washington University in St. Louis and a B.S. in Software Engineering and a B.S. in Finance from East China Normal University.

Gloria García Cisneros, CFP^®
Los Angeles, CA

Gloria García Cisneros is a Wealth Manager in Los Angeles with LourdMurray. As a first-generation Mexican immigrant, she is passionate about empowering underserved communities through financial education. She specializes in complex financial planning for high-net-worth families and is committed to humanizing the financial industry. Gloria believes that combining education with behavioral strategies lays the foundation for transformative, long-term results.

Gloria is actively involved in numerous professional and community initiatives. She serves on the leadership team for the Financial Planning Association of Los Angeles, the DE&I Committee for FPA National and the planning committee for the SER Latino Advisor Summit. She is also a board member for Remarkably Us, a member of the American College Next Gen Advisory Task Force and serves on the Youth Leadership Council for Ready to Succeed LA.

In 2024, Gloria received the InvestmentNews Women to Watch Rising Star Award and the Next Gen Award from The American College of Financial Services. She has been featured in Forbes Advisor, NerdWallet, CNN, Yahoo! Finance and Fortune. Through her work, she aims to normalize Latino wealth, increase representation in the financial industry and make financial literacy accessible to all.

Gloria holds dual degrees from UCLA: a B.S. in Applied Mathematics and a B.A. in Spanish Community and Culture.

Brenton Harrison, CFP^®
Nashville, TN

Brenton Harrison is the founder of New Money New Problems, a virtual financial advisory firm serving the needs of first- and second-generation high-income earners.

With more than 15 years of experience in financial services, Brenton built his expertise (and found his passion) helping graduate, medical and dental students navigate student loan debt and early career challenges at the historically black colleges in his native Nashville. After being an associate advisor for 12 years at Henderson Financial Group, Brenton left to establish New Money New Problems in 2022.

Brenton contributes to Investopedia and has been featured in publications ranging from Business Insider to CNBC, Fortune Magazine and more. He has received several industry and community awards and volunteers for the CFP Board's scholarship review panel, in addition to charitable efforts in his hometown.

Brenton resides in Nashville with his wife and son, and he spends whatever time he can away from the office trying to progress from being a bad golfer to being a serviceable golfer.

Leo Marte, CFP^®
Huntersville, NC

Leo Marte, a financial advisor and the founder of Abundant Advisors in Huntersville, N.C., provides virtual financial planning services to clients across the United States. He is a CERTIFIED FINANCIAL PLANNER^® professional and Certified Kingdom Advisor®.

With more than 15 years of experience in the financial services industry, Leo's journey began in IT for a prominent asset management firm. He swiftly progressed through various roles, including HR, Project Management, and Strategy. After a decade of honing his business and leadership skills, Leo embarked on a new chapter as a founder, catering specifically to Christian professionals seeking a shared values approach to financial planning.

As of 2024, Leo is one of only 3.2% of CFP® professionals who identify as Latino. His contributions have extended beyond his professional life, as he has also served on the CFP Board's Scholarship Review Panel, a pivotal program aimed at fostering a more diverse and sustainable financial profession. His expertise has been recognized by national media outlets such as Associated Press, ThinkAdvisor, MarketWatch, Kiplinger, Yahoo! Finance, Barron's, CNBC and CNN Business.

Leo's educational background includes a B.A. in Computer Science from Gettysburg College and a MBA from Villanova University.

Otto Rivera, CFP^®
Orlando, FL

Otto Rivera is a financial planner and investment manager at White Lighthouse Investment Management, where he has been helping clients in America and Europe with their financial planning and investment needs since 2019. Previously, he worked at Charles Schwab & Co., managing service relationships for registered investment advisers. Otto is an active member of the Financial Planning Association and volunteers his expertise through The Foundation for Financial Planning.

A proud neurodivergent individual, Otto has shared his insights as a featured guest on the ADDitude Magazine Webcast Series and the Modern Husbands Podcast. Originally from Puerto Rico, he is a native Spanish speaker and an avid traveler, having visited 18 countries across the Americas, Europe and Asia. Otto is now based in Orlando, Fla., where he lives with his daughter.

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