Planning for Year End Charitable Gifting October 2025
October 29, 2025
Planning for Year End Charitable Gifting October 2025
October 29, 2025

JVL Partner Chad Soukup Elected to National Board of Directors

Headshot of Chad Soukup, CFP, CPA, CFA, Partner at JVL Wealth Strategies, newly elected to the CFP Board of Directors.

Headshot of Chad Soukup, CFP, CPA, CFA, Partner at JVL Wealth Strategies, newly elected to the CFP Board of Directors.We’re proud to share that Chad Soukup, CFP®, CPA, CFA®, Partner at JVL Wealth Strategies, has been elected to the CFP Board of Directors. The CFP Board serves as the policymaking and oversight body for more than 106,000 CFP® professionals nationwide and has a critical role in advancing the financial planning profession in the public interest.

Chad is one of two new board members elected this year following a comprehensive national search and selection process. His three-year term will begin January 1, 2026, and continue through December 31, 2028.

“Chad is a natural leader whose thoughtful, client-first approach to wealth planning reflects the highest standards of the profession,” said Jerry VanderLugt, Founder and Managing Partner, JVL Wealth Strategies. “His appointment to the CFP Board is a testament to his deep technical expertise, strong ethical compass, and commitment to elevating the financial planning profession nationwide.”

Chad specializes in multigenerational wealth planning, developing comprehensive income and estate tax strategies, and helping families navigate the sale of their privately held business to family members, internal management, strategic buyers, and private equity. In addition to his role as Partner and Equity Owner at JVL Wealth Strategies, he serves as a lead client-facing advisor and the firm’s Chief Compliance Officer. Along with his CFP® certification and CFA® designation, Chad holds an active CPA license in Michigan. He earned his B.B.A. in Accounting and an M.B.A. with an emphasis on Accounting & Finance, both from Grand Valley State University.

“It’s a privilege to join the CFP Board of Directors and to give back to a profession that has been so important to the public, our clients, and the financial planning community,” said Soukup. “I look forward to working with my fellow board members to contribute to the essential work of advancing the profession, upholding competent and ethical planning, and elevating the CFP® certification as the recognized standard in the financial planning industry.”

We’re honored to have Chad represent JVL and our profession at the national level. Read the full announcement from CFP Board here: https://www.cfp.net/news/2025/10/cfp-board-elects-two-new-directors.