Financial ADVSR advisor directory · SEC adviser records
CFP financial advisors in Mesa, AZ
Every SEC-registered financial advisor at a firm office in Mesa who lists the Certified Financial Planner designation, A to Z.
60 CFP professionals work in Mesa; the most are at Edward Jones (12). 30 are also registered broker representatives.
CFP advisors in Mesa, A to Z
Every advisor in Mesa →- Andrea L. AlleyPublic Safety Financial/Galloway · Certified Financial Planner
- Davis F. BeazerAe Wealth Management, LLC · Certified Financial Planner
- Jackson T. BeckTaurum Retirement Partners, LLC · Certified Financial Planner
- Elizabeth A. BelisleJ. W. Cole Advisors, Inc. · Certified Financial Planner
- Jessica M. BriggsDecisionpoint Financial, LLC · Certified Financial Planner
- Gregory J. BudgeEdward Jones · Certified Financial Planner
- Kristal BurtonEdward Jones · Certified Financial Planner
- Paul R. BurtonEdward Jones · Certified Financial Planner
- Manuel CanalesJ.P. Morgan Securities LLC · Certified Financial Planner
- Stacy L. CulottaFreedom Family Office, LLC · Certified Financial Planner
- Spencer DainesEdward Jones · Certified Financial Planner
- Cale W. DodaPublic Safety Financial/Galloway · Certified Financial Planner
- Robert J. DussiLPL Financial LLC · Certified Financial Planner
- Robert F. FarwellEdward Jones · Certified Financial Planner
- Richard G. FengerFenger Financial, Pllc · Certified Financial Planner
- Nancy L. FlemingFleming Financial Services · Certified Financial Planner
- Joshua A. GardnerProsper Private Wealth · Certified Financial Planner
- Brooks C. GouldAe Wealth Management, LLC · Certified Financial Planner
- Joshua J. HansenEdward Jones · Certified Financial Planner
- Curtis J. HarrisonDecisionpoint Financial, LLC · Certified Financial Planner
- John T. HendersonPublic Safety Financial/Galloway · Certified Financial Planner
- Caleb W. HuftalinRidgeline Private Wealth · Certified Financial Planner
- Ealing JahnCreative Planning · Certified Financial Planner
- Ariane JariwalaJariwala Financial Wellness, LLC · Certified Financial Planner
- Scott J. JohnsonDecisionpoint Financial, LLC · Certified Financial Planner
- Timothy E. JongsmaAmeriprise Financial Services, LLC · Certified Financial Planner
- Brian D. Jutting IIPublic Safety Financial/Galloway · Certified Financial Planner
- Ian J. KrekelbergPure Financial LLC · Certified Financial Planner
- Paulo A. LopesWoodmont Financial Partners LLC · Certified Financial Planner
- Ryan MahoneyStrategic Advisers LLC · Certified Financial Planner
- Daniel B. MassowLPL Financial LLC · Certified Financial Planner
- Mason J. MassowLPL Financial LLC · Certified Financial Planner
- David J. McBrideMcBride Financial Services, Inc. · Certified Financial Planner
- Carey S. McCradyCypress Wealth Services, LLC · Certified Financial Planner
- Ernest J. MiarsLPL Financial LLC · Certified Financial Planner
- Samuel B. MillsEdward Jones · Certified Financial Planner
- Martin MuschaweckEdward Jones · Certified Financial Planner
- Suzy W. MyersEdward Jones · Certified Financial Planner
- Caleb C. OstlerOstler Financial Advisors · Certified Financial Planner
- Matthew T. PenkertPro Tax Financial Services, LLC · Certified Financial Planner
- Mark E. RauguthImmaculate Wealth Management, LLC · Certified Financial Planner
- Erik ReichsteinEdward Jones · Certified Financial Planner
- David J. RicciMercer Global Advisors Inc. · Certified Financial Planner
- Ryan J. RicedorffTribeca Financial, LLC · Certified Financial Planner
- Matthew A. RogersPublic Safety Financial/Galloway · Certified Financial Planner
- Justin D. SampsonJ.P. Morgan Securities LLC · Certified Financial Planner
- Elyssa N. SelvidgePublic Safety Financial/Galloway · Certified Financial Planner
- Richard S. SolomonCetera Investment Advisers LLC · Certified Financial Planner
- Michael D. SpiroStrategic Advisers LLC · Certified Financial Planner
- Marvin L L. Stancil IIRBC Capital Markets, LLC · Certified Financial Planner
- Michael S. TarascioTarascio Financial Planning, LLC · Certified Financial Planner
- James M. TaylorCompound Planning, Inc. · Certified Financial Planner
- Jaron E. TurleyGbg Wealth Management LLC · Certified Financial Planner
- Trace C. UdallKestra Advisory Services, LLC · Certified Financial Planner
- Jakob A. WebelGeneos Wealth Management, Inc. · Certified Financial Planner
- David M. WentlandCetera Investment Advisers LLC · Certified Financial Planner
- Mark B. WiegensteinRaymond James Financial Services Advisors, Inc. · Certified Financial Planner
- Bryan P. WightmanEdward Jones · Certified Financial Planner
- Sara E. WrightDomain Money Advisors, LLC · Certified Financial Planner
- Lyle ZaichkinEdward Jones · Certified Financial Planner
Firms with the most CFP professionals in Mesa
Edward Jones 12Public Safety Financial/Galloway 6LPL Financial LLC 4Modern Wealth Management, LLC 4Decisionpoint Financial, LLC 3Ae Wealth Management, LLC 2Cetera Investment Advisers LLC 2J.P. Morgan Securities LLC 2Strategic Advisers LLC 2Ameriprise Financial Services, LLC 1Cambridge Investment Research Advisors, Inc. 1Compound Planning, Inc. 1Cornerstone Wealth Management, LLC 1Creative Planning 1Cypress Wealth Services, LLC 1
CFP advisors in other Arizona cities
All of Arizona →Scottsdale 548Phoenix 378Tucson 109Tempe 58Chandler 56Gilbert 51Peoria 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 Mesa, AZ?
60 SEC-registered investment adviser representatives at firm offices in Mesa, Arizona list the CFP designation; Edward Jones employs the most of them (12).
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 Mesa?
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.