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Financial ADVSR advisor directory · SEC adviser records

CFP financial advisors in Cave Creek, AZ

Every SEC-registered financial advisor at a firm office in Cave Creek who lists the Certified Financial Planner designation, A to Z.

The short answer

6 CFP professionals work in Cave Creek; the most are at Dynamic (1). 2 are also registered broker representatives.

CFP advisors in Cave Creek, A to Z

Every advisor in Cave Creek →

Firms with the most CFP professionals in Cave Creek

Dynamic 1Foothills Advisors, LLC 1Foothills Wealth Management, LLC 1Keel Point, LLC 1LPL Enterprise, LLC 1Origin Investment Advisory LLC 1Strategic Advisers LLC 1

CFP advisors in other Arizona cities

All of Arizona →

Scottsdale 548Phoenix 378Tucson 109Mesa 60Tempe 58Chandler 56Gilbert 51Peoria 26Prescott 19Glendale 18Flagstaff 15Oro Valley 8Surprise 8Fountain Hills 6Goodyear 6Queen Creek 6Sedona 6Sierra Vista 6Yuma 6Buckeye 5Carefree 4Lake Havasu City 4Sun City 4Green Valley 3

Questions

How many CFP financial advisors are in Cave Creek, AZ?

6 SEC-registered investment adviser representatives at firm offices in Cave Creek, Arizona list the CFP designation; Dynamic employs the most of them (1).

What is a CFP?

CFP stands for Certified Financial Planner, the CFP Board's certification in financial planning: coursework, an exam, three years of experience and a fiduciary duty when giving financial advice.

How do I check a CFP in Cave Creek?

Each advisor below links to a profile with their registrations, exams, designations and how long they've been registered, plus links to the SEC's adviser search and FINRA BrokerCheck. Confirm the CFP itself with the body that issues it.

Source: the SEC's Investment Adviser Public Disclosure daily file, which lists the professional designations each investment adviser representative reports. Designations are self-reported to the SEC; confirm a CFP with the issuing body before you rely on it. Broker-only representatives aren't included. Also by designation: CFA charterholders and ChFC holders.