CERTIFIED FINANCIAL PLANNER BOARD OF STANDARDS, INC.

Lobbying for CERTIFIED FINANCIAL PLANNER BOARD OF STANDARDS, INC.

Filing 2nd Quarter - Report

Reporting period

2nd Quarter 2026

Apr 1 - June 30 · Posted Jul 19, 2026

Expenses

$60,000.00

What this organization spent lobbying with its own staff. Reported using A: the three LDA methods count different costs, so an expenses figure is not comparable across filers that used different ones.

Client based in

District of Columbia

Official filing document

Lobbyists on this filing 1

GUNEEV SHARMA New on this filing

Previously held: Legislative Correspondent: Sen. Heidi Heitkamp (D-ND)

A "covered position" is a government job the lobbyist held in the 20 years before registering, which the law requires them to name. See the revolving door for former members of Congress across all filings.

Government bodies contacted 3

HOUSE OF REPRESENTATIVES
Labor, Dept of (DOL)
SENATE

The chambers, agencies and offices the filer named. It does not say who inside them was contacted, or when.

Lobbying activity 2

Taxation/Internal Revenue Code

199A, tax incentives for financial planning, and casualty and theft loss deduction

Retirement

General retirement issues impacting personal finance

Source: federal Lobbying Disclosure Act filing, reproduced as filed. Bills are parsed from the activity descriptions.