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Financial ADVSR advisor directory · SEC adviser records

CFP financial advisors in Gilbert, AZ

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

The short answer

54 CFP professionals work in Gilbert; the most are at Strategic Advisers LLC (6). 26 are also registered broker representatives.

CFP advisors in Gilbert, A to Z

Every advisor in Gilbert →

Firms with the most CFP professionals in Gilbert

Strategic Advisers LLC 6Edward Jones 4Prospera Capital Management, LLC 4Cetera Investment Advisers LLC 2Creative Planning 2Falcon Wealth Planning, LLC 2J.P. Morgan Securities LLC 2Transition Financial Advisors Group, LLC 2Wells Fargo Clearing Services, LLC 2Ameriprise Financial Services, LLC 1Build Wealth Partners 1Ensign Advisory Partners LLC 1Facet 1Family Investment Center 1Four Peaks Planning And Investments LLC 1

CFP advisors in other Arizona cities

All of Arizona →

Scottsdale 548Phoenix 378Tucson 109Mesa 60Tempe 58Chandler 56Peoria 26Prescott 19Glendale 18Flagstaff 15Oro 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 Gilbert, AZ?

54 SEC-registered investment adviser representatives at firm offices in Gilbert, Arizona list the CFP designation; Strategic Advisers LLC employs the most of them (6).

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 Gilbert?

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.