Leadership Lacking - IT Never Mattered CFP Employee Review

1.0
Jul 30, 2016
Recommend
CEO approval
Business Outlook

Pros

Great people to work with (Director Level or below),. vacation days, some benefits, office space...Geez, why is this 20 word minimum so difficult to reach? That in itself should tell you something...

Cons

Management uncaring except for themselves (the leadership team actually hates each other). Little or no internal controls. At staff meetings, they have a dedicated time to openly make fun of CFPs who are being disciplined and laugh at people who call in. "Unprofessional" is what I would call this organization and its CEO. This place is like a sausage factory and if I were a CFP(R), I'd lose all faith in this organization.

Explore other reviews about CFP

5.0
Apr 22, 2026
Anonymous employee
Recommend
CEO approval
Business Outlook

Pros

Strong benefits and performance package.

Cons

Needs more diversity on the leadership level.

4.0
Jun 2, 2026
Recommend
CEO approval
Business Outlook

Pros

Good team, good mission, and manageable work load.

Cons

No room to move up, promotion happens heavily from outside the organization, driving out top performers.

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