Financial ADVSR advisor directory · SEC adviser records
CFP financial advisors in Glendale, AZ
Every SEC-registered financial advisor at a firm office in Glendale who lists the Certified Financial Planner designation, A to Z.
18 CFP professionals work in Glendale; the most are at Eps Wealth Management (2). 11 are also registered broker representatives.
CFP advisors in Glendale, A to Z
Every advisor in Glendale →- Jordan C. BanningCrafted Financial Planning · Certified Financial Planner
- John S. BethelEdward Jones · Certified Financial Planner
- Timothy F. FlemingFleming Wealth Strategies, LLC · Certified Financial Planner
- Jacqueline L. FlindallUnited Planners' Financial Services Of America A Limited Partner · Certified Financial Planner
- Melissa B. GreenwoodPfg Advisors · Certified Financial Planner
- Arryn E. KempnerT. Rowe Price Advisory Services, Inc. · Certified Financial Planner
- Tiffany E. LumUnited Planners' Financial Services Of America A Limited Partner · Certified Financial Planner
- Ramona J. MaiorDomain Money Advisors, LLC · Certified Financial Planner
- Travis J. McGannIndependent Financial Partners · Certified Financial Planner
- Alex G. MillerEps Wealth Management · Certified Financial Planner
- Jeremy S. MitchellGeneos Wealth Management, Inc. · Certified Financial Planner
- Paul D. RobertsCharles Schwab & Co., Inc. · Certified Financial Planner
- Kristopher RocheFocus Partners Wealth, LLC · Certified Financial Planner
- Russell S. SchiltSage Saguaro Financial Planning · Certified Financial Planner
- James L. TewaltEps Wealth Management · Certified Financial Planner
- Jordon R. WheelerRaymond James Financial Services Advisors, Inc. · Certified Financial Planner
- Daniel L. WhiteFacet · Certified Financial Planner
- Roger L. WilsonWj Wealth Management · Certified Financial Planner
Firms with the most CFP professionals in Glendale
Eps Wealth Management 2United Planners' Financial Services Of America A Limited Partner 2Charles Schwab & Co., Inc. 1Crafted Financial Planning 1Domain Money Advisors, LLC 1Edward Jones 1Facet 1Fleming Wealth Strategies, LLC 1Focus Partners Wealth, LLC 1Geneos Wealth Management, Inc. 1Independent Financial Partners 1Pfg Advisors 1Raymond James Financial Services Advisors, Inc. 1Sage Saguaro Financial Planning 1T. Rowe Price Advisory Services, Inc. 1
CFP advisors in other Arizona cities
All of Arizona →Scottsdale 548Phoenix 378Tucson 109Mesa 60Tempe 58Chandler 56Gilbert 51Peoria 26Prescott 19Flagstaff 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 Glendale, AZ?
18 SEC-registered investment adviser representatives at firm offices in Glendale, Arizona list the CFP designation; Eps Wealth Management 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 Glendale?
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.