CERTIFIED FINANCIAL PLANNER BOARD OF STANDARDS, INC.

Registrant on federal lobbying filings · filed 2025 to 2026

$0 Income reported

1 Clients represented

8 Filings counted

0 Former members lobbying

Income is the fees this registrant reported being paid to lobby. It also reported $400,000 of in-house lobbying expenses, which is what a registrant files when it lobbies for itself. 1 filing on this record was restated by a later amendment and is left out of every total here. Everything on this page is grouped by the registrant's LDA id (400490409), not by name.

Clients 1

CERTIFIED FINANCIAL PLANNER BOARD OF STANDARDS, INC. $400,000 8 filings

Lobbyists named 1

GUNEEV SHARMA 7 filings · through 2026 Legislative Correspondent: Sen. Heidi Heitkamp (D-ND)

A lobbyist who previously held a covered government position must disclose it. We flag the ones whose name resolves to a member of Congress and link the ones still in our roster. The revolving door collects them across every firm.

Reported by year 2 years

2026 $120,000 2 filings
2025 $280,000 6 filings

Issues lobbied 4

The count is how many filings named that issue area. A filing reports one lump figure covering every issue on it, so the money above cannot be split between them.

Agencies and chambers lobbied 3

HOUSE OF REPRESENTATIVES 6
SENATE 6
Labor, Dept of (DOL) 1

Recent filings 9 total

Q2

CERTIFIED FINANCIAL PLANNER BOARD OF STANDARDS, INC.

2nd Quarter (Apr 1 - June 30) 2026 · House · Senate · $60,000 expenses · posted Jul 19, 2026

View → Q1

CERTIFIED FINANCIAL PLANNER BOARD OF STANDARDS, INC.

1st Quarter (Jan 1 - Mar 31) 2026 · House · Senate · $60,000 expenses · posted Apr 16, 2026

View → Q4

CERTIFIED FINANCIAL PLANNER BOARD OF STANDARDS, INC.

4th Quarter (Oct 1 - Dec 31) 2025 · House · Senate · $60,000 expenses · posted Jan 20, 2026

View → Q3

CERTIFIED FINANCIAL PLANNER BOARD OF STANDARDS, INC.

3rd Quarter (July 1 - Sep 30) 2025 · House · Senate · $70,000 expenses · posted Oct 15, 2025

View → Q2

CERTIFIED FINANCIAL PLANNER BOARD OF STANDARDS, INC.

2nd Quarter (Apr 1 - June 30) 2025 · House · Senate · $100,000 expenses · posted Jul 17, 2025

View → 1A

CERTIFIED FINANCIAL PLANNER BOARD OF STANDARDS, INC.

1st Quarter (Jan 1 - Mar 31) 2025 · House · Senate · $50,000 expenses · posted Apr 21, 2025

View → Q1

CERTIFIED FINANCIAL PLANNER BOARD OF STANDARDS, INC. Amended

1st Quarter (Jan 1 - Mar 31) 2025 · House · Senate · $30,000 expenses · posted Apr 21, 2025

View → RA

CERTIFIED FINANCIAL PLANNER BOARD OF STANDARDS, INC.

1st Quarter (Jan 1 - Mar 31) 2025 · posted Apr 7, 2025

View → RA

CERTIFIED FINANCIAL PLANNER BOARD OF STANDARDS, INC.

1st Quarter (Jan 1 - Mar 31) 2025 · posted Apr 7, 2025

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Source: federal Lobbying Disclosure Act filings, synced daily. Money is self-reported by the filer and often rounded. Lobbying is legal, disclosed activity.