Richard Ellsworth speaking at a professional association conference

Career

Professional Memberships

Throughout a distinguished career spanning over three decades, Richard Ellsworth has maintained active memberships in leading professional organizations. These affiliations reflect a deep commitment to industry advancement, peer collaboration, and continuous professional development across finance, education, and community leadership.

Affiliations

Active Memberships

◈

National Association of Financial Advisors

Fellow Member

Years Active: 1992 – Present (32 years)

Key Contributions

Chaired the Ethics & Standards Committee (2008–2014), authored three white papers on fiduciary responsibility, mentored 45+ emerging advisors.

❖

American Institute of Certified Planners

Board Member

Years Active: 1998 – Present (26 years)

Key Contributions

Served on the Board of Directors (2010–2018), led the annual conference planning committee, developed certification curriculum updates.

✦

Society for Financial Education & Leadership

Founding Member

Years Active: 2003 – Present (21 years)

Key Contributions

Co-founded the organization, established scholarship programs for underrepresented communities, keynote speaker at 12 annual summits.

◎

International Leadership Council

Senior Advisor

Years Active: 2006 – Present (18 years)

Key Contributions

Advisory role on global leadership development initiatives, facilitated cross-cultural exchange programs across 14 countries.

♛

Philanthropic Leaders Network

Charter Member

Years Active: 2001 – Present (23 years)

Key Contributions

Led fundraising campaigns totaling $2.3M, organized 8 annual galas, and established partnerships with 20+ community organizations.

Journey

Membership Timeline

1992

Joined the National Association of Financial Advisors as a standard member.

1998

Admitted to the American Institute of Certified Planners.

2001

Became a charter member of the Philanthropic Leaders Network.

2003

Co-founded the Society for Financial Education & Leadership.

2006

Appointed Senior Advisor at the International Leadership Council.

2010

Elected to Board of Directors at AICP; began chairing the NAFA Ethics Committee.

2024

Continues active engagement across all five organizations with advisory and mentorship roles.

Professional Memberships

Active Memberships