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College for Financial Planning Board of Directors

The College for Financial Planning®—a Kaplan Company's Board of Directors is responsible for the financial, academic, regulatory, and operational integrity of the College. Our board is comprised of one private member, our College president, and four independent public members.

Dirk Pantone

President, College for Financial Planning

Dirk joined the College for Financial Planning in 2001 as Controller, served as the Vice President of Sales & Marketing before becoming President of the College. As a seasoned financial and operational leader Dirk has an extensive knowledge of all aspects of the College and industry as well as being academically credentialed including the CFP® certification launched by the College in 1972.

James F. Williams

Chairman of the Board

James Williams founded J.F. Williams Co., Inc. in 1995 to help people manage their money to tend to their life. His prior experience includes an extensive career in personal and estate tax planning and compliance management with a national accounting firm; as well as providing income tax, property and excise tax compliance management and special finance planning for a variety of businesses.

Judith A. Shine

Board Member

Judy is the founder and president of Shine Investment Advisory Services, Inc., an independent financial planning and investment advisory firm founded in 1993. Judy received a BA in psychology from Ohio State University in 1979 and became a CERTIFIED FINANCIAL PLANNER™ practitioner in 1985. 

Karen Spero

Board Member

Karen Spero founded Spero-Smith Investment Advisors in 1972, a firm that specializes in personal financial planning and portfolio management for individuals and small business owners, with a special emphasis on retirement and succession planning. The firm manages in excess of $300 million. Karen sold her interest in the company and has no financial interest in the firm nor is she employed by the firm. She has the honorary title of Chairman Emeritus and is a member of the firm’s Advisory Board.

Meet our Faculty

Our wealth management faculty consists of expert practitioners in every facet of the financial services industry.

Professional Designations and Master's

Developed for every stage of your career, professional credentials from the College for Financial Planning®—a Kaplan Company equip you with the expertise to tackle complex financial issues, empower you to recommend solution-based strategies, strengthen your knowledge, and increase your confidence with clients. 

Designations and Master's