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Financial ADVSR advisor directory · SEC adviser records

CFP financial advisors in Fountain Hills, AZ

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

The short answer

6 CFP professionals work in Fountain Hills; the most are at Acrylic Financial, Inc. (2). 2 are also registered broker representatives.

CFP advisors in Fountain Hills, A to Z

Every advisor in Fountain Hills →
  • Andrea J. ClarkThe Table Financial Planning LLC · Certified Financial Planner
  • Mark D. JohnsonFountain Financial Group, Inc. · Certified Financial Planner
  • Patrick B. MurrayKey Group Management, Inc. · Certified Financial Planner, Chartered Financial Consultant
  • Charles A. TruhlarAcrylic Financial, Inc. · Certified Financial Planner, Chartered Financial Consultant
  • Aram T. UrfalyanAcrylic Financial, Inc. · Certified Financial Planner, Chartered Financial Consultant
  • Brian VoelkerThe Table Financial Planning LLC · Certified Financial Planner

Firms with the most CFP professionals in Fountain Hills

Acrylic Financial, Inc. 2The Table Financial Planning LLC 2Fountain Financial Group, Inc. 1Key Group Management, Inc. 1

CFP advisors in other Arizona cities

All of Arizona →

Scottsdale 548Phoenix 378Tucson 109Mesa 60Tempe 58Chandler 56Gilbert 51Peoria 26Prescott 19Glendale 18Flagstaff 15Oro Valley 8Surprise 8Cave Creek 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 Fountain Hills, AZ?

6 SEC-registered investment adviser representatives at firm offices in Fountain Hills, Arizona list the CFP designation; Acrylic Financial, Inc. 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 Fountain Hills?

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.