Financial ADVSR advisor directory · SEC adviser records
CFP financial advisors in Flagstaff, AZ
Every SEC-registered financial advisor at a firm office in Flagstaff who lists the Certified Financial Planner designation, A to Z.
15 CFP professionals work in Flagstaff; the most are at Babb Wealth Advisors LLC (2). 9 are also registered broker representatives.
CFP advisors in Flagstaff, A to Z
Every advisor in Flagstaff →- Michael AbeshausTci Wealth Advisors, Inc. · Certified Financial Planner
- Travis C. BabbBabb Wealth Advisors LLC · Certified Financial Planner
- Eric BowdlerIndependent Financial Group, LLC · Certified Financial Planner
- Theodore E. DwyerDwyer Financial, LLC · Certified Financial Planner, Chartered Financial Consultant
- Colin J. HughesSowell Management · Certified Financial Planner
- Mary C. HuntleyRfg Advisory, LLC · Certified Financial Planner
- Matthew T. McMahonSowell Management · Certified Financial Planner
- Ross NichollsEdward Jones · Certified Financial Planner
- Samuel ProctorEdward Jones · Certified Financial Planner
- Douglas A. RaderGeneos Wealth Management, Inc. · Certified Financial Planner
- Alyn S. RumboldRaymond James Financial Services Advisors, Inc. · Certified Financial Planner
- Kathleen M. SchroederBabb Wealth Advisors LLC · Certified Financial Planner
- Gregory K. StarkRaymond James Financial Services Advisors, Inc. · Certified Financial Planner
- Joshua L. SzymanRfg Advisory, LLC · Certified Financial Planner
- Keith M. Todhunter-SchaafsmaHeffernan Advisory, Inc. · Certified Financial Planner
Firms with the most CFP professionals in Flagstaff
Babb Wealth Advisors LLC 2Edward Jones 2Geneos Wealth Management, Inc. 2Raymond James Financial Services Advisors, Inc. 2Rfg Advisory, LLC 2Sowell Management 2Dwyer Financial, LLC 1Heffernan Advisory, Inc. 1Independent Financial Group, LLC 1Tci Wealth Advisors, Inc. 1
CFP advisors in other Arizona cities
All of Arizona →Scottsdale 548Phoenix 378Tucson 109Mesa 60Tempe 58Chandler 56Gilbert 51Peoria 26Prescott 19Glendale 18Oro Valley 8Surprise 8Cave Creek 6Fountain 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 Flagstaff, AZ?
15 SEC-registered investment adviser representatives at firm offices in Flagstaff, Arizona list the CFP designation; Babb Wealth Advisors LLC employs the most of them (2).
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 Flagstaff?
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.