Financial ADVSR advisor directory · SEC adviser records
CFP financial advisors in Phoenix, AZ
Every SEC-registered financial advisor at a firm office in Phoenix who lists the Certified Financial Planner designation, A to Z.
378 CFP professionals work in Phoenix; the most are at Schwab Wealth Advisory, Inc. (100). 233 are also registered broker representatives.
CFP advisors in Phoenix, A to Z
Every advisor in Phoenix →- Emily A. AepelbacherTfo Family Office Partners · Certified Financial Planner
- Ian A. AmbersonMoors & Cabot, Inc. · Certified Financial Planner, Chartered Financial Analyst
- Ryan AmyJ.P. Morgan Securities LLC · Certified Financial Planner
- Erik D. AverillAwm Capital, LLC · Certified Financial Planner
- Francisco J. AyalaThe Coleridge Group LLC · Certified Financial Planner, Chartered Financial Analyst
- Haris A. AzizSchwab Wealth Advisory, Inc. · Certified Financial Planner
- Joseph G. BaakliniFoundations Investment Advisors LLC · Certified Financial Planner
- Daniel A. BaldwinMML Investors Services, LLC · Certified Financial Planner
- Benjamin S. BarchilonVersant Capital Management, Inc. · Certified Financial Planner
- Carter BarrettSchwab Wealth Advisory, Inc. · Certified Financial Planner
- Jeremiah BartlettStrategic Advisers LLC · Certified Financial Planner
- Navreet K. BathSchwab Wealth Advisory, Inc. · Certified Financial Planner
- Alex BeckSchwab Wealth Advisory, Inc. · Certified Financial Planner
- Kristen M. BeckbissingerJ.P. Morgan Securities LLC · Certified Financial Planner
- Richard K. BeckleyPark Avenue Securities LLC · Certified Financial Planner
- Christian D. BegodySchwab Wealth Advisory, Inc. · Certified Financial Planner
- April M. BeltranSchwab Wealth Advisory, Inc. · Certified Financial Planner
- Nathan BergstromEaton-Cambridge Inc. · Certified Financial Planner
- Christopher W. BerklandSchwab Wealth Advisory, Inc. · Certified Financial Planner
- Brett R. BillensteinSchwab Wealth Advisory, Inc. · Certified Financial Planner
- Jonathan D. BirdFarnam Financial · Certified Financial Planner
- Abe W. BochnerUnited Planners' Financial Services Of America A Limited Partner · Certified Financial Planner
- Laura E. BoldtPfg Advisors · Certified Financial Planner
- Emily E. BolickTfo Family Office Partners · Certified Financial Planner
- Corbin D. BozosiAwm Capital, LLC · Certified Financial Planner
- Steven G. BregmanCharles Schwab & Co., Inc. · Certified Financial Planner
- Dane BresloSchwab Wealth Advisory, Inc. · Certified Financial Planner
- Cole R. BrooksCrb Strategic Services LLC · Certified Financial Planner
- Jeffrey C. BrownOnedigital · Certified Financial Planner
- Brandon L. BryanCharles Schwab & Co., Inc. · Certified Financial Planner
- Janet E. BryanSustainable Advisors Alliance LLC · Certified Financial Planner
- Brian M. BucellDynamic · Certified Financial Planner
- Robert J. BurgerDisciplined Money, LLC · Certified Financial Planner
- Bradley B. BurrEncompass More Asset Management LLC · Certified Financial Planner
- Christina S. BurroughsCaptrust · Certified Financial Planner
- Alex CalFoundations Investment Advisors LLC · Certified Financial Planner
- Jose J. Cao-AlviraFoundations Investment Advisors LLC · Certified Financial Planner
- Jorge CardenasSchwab Wealth Advisory, Inc. · Certified Financial Planner
- Robert T. Carnegie IIIFocus Partners Wealth, LLC · Certified Financial Planner
- James B. CaseyRockefeller Financial LLC · Certified Financial Planner
- Kathleen R. CashattSchwab Wealth Advisory, Inc. · Certified Financial Planner
- Samuel J. Castaneda Jr.Castaneda Financial Management · Certified Financial Planner
- Tyler P. CawthorneSchwab Wealth Advisory, Inc. · Certified Financial Planner
- Mary E. CelleEdward Jones · Certified Financial Planner
- Kenneth Chavis IVVersant Capital Management, Inc. · Certified Financial Planner
- Robert CherrySchwab Wealth Advisory, Inc. · Certified Financial Planner
- Rebecca L. ClarkCharles Schwab & Co., Inc. · Certified Financial Planner, Chartered Financial Consultant
- Andrew S. CocchiaSchwab Wealth Advisory, Inc. · Certified Financial Planner
- Andrew R. Cole-GoinsCharles Schwab & Co., Inc. · Certified Financial Planner
- Siobhan C. CollinsWealth Enhancement Advisory Services, LLC · Certified Financial Planner, Chartered Financial Consultant
- Steven G. CollinsKingswood Wealth Advisors, LLC · Certified Financial Planner
- Thomas J. ConnellyVersant Capital Management, Inc. · Certified Financial Planner, Chartered Financial Analyst
- Brandon L. CorvinStrategic Advisers LLC · Certified Financial Planner
- Jason B. CovingtonCetera Investment Advisers LLC · Certified Financial Planner
- Kevin D. CowanTfo Family Office Partners · Certified Financial Planner
- Robinson P. CrawfordMontebello Avenue · Certified Financial Planner
- Jonathan C. CrosbySchwab Wealth Advisory, Inc. · Certified Financial Planner
- Michael P. CrossOsaic Wealth, Inc. · Certified Financial Planner
- Gilberto CuenSchwab Wealth Advisory, Inc. · Certified Financial Planner
- William M. CummingsTfo Family Office Partners · Certified Financial Planner
- Beau D'AgostinoDomain Money Advisors, LLC · Certified Financial Planner
- Curtis D. DavisPfg Advisors · Certified Financial Planner, Chartered Financial Consultant
- Cameron J. DechesaroSchwab Wealth Advisory, Inc. · Certified Financial Planner
- Richard J. DefrancescoStrategy Financial Group · Certified Financial Planner
- Max A. DembowMML Investors Services, LLC · Certified Financial Planner
- Talmage W. DemeesterSchwab Wealth Advisory, Inc. · Certified Financial Planner
- Sara M. Di RuscioDynamic · Certified Financial Planner
- Joseph A. Di Vito Jr.RBC Capital Markets, LLC · Certified Financial Planner
- Tanner D. DixSchwab Wealth Advisory, Inc. · Certified Financial Planner
- Dean D. DomaskDomask Wealth Management, LLC · Certified Financial Planner
- Nicholas S. DoyleCetera Investment Advisers LLC · Certified Financial Planner
- Darcy A. DrainJ.P. Morgan Securities LLC · Certified Financial Planner
- Jason D. EdwardsSchwab Wealth Advisory, Inc. · Certified Financial Planner
- Mitchell K. EichCharles Schwab & Co., Inc. · Certified Financial Planner
- Thomas C. ElderFoundations Investment Advisors LLC · Certified Financial Planner
- Spencer N. EllsworthSchwab Wealth Advisory, Inc. · Certified Financial Planner
- Matt EnglizianJ.P. Morgan Securities LLC · Certified Financial Planner
- John J. EscamillaSchwab Wealth Advisory, Inc. · Certified Financial Planner
- Vincent Esparza IIICetera Investment Advisers LLC · Certified Financial Planner
- Joseph G. EstrellaSchwab Wealth Advisory, Inc. · Certified Financial Planner
- Nathan FaldmoFoundations Investment Advisors LLC · Certified Financial Planner
- Lucas M. FelbelRBC Capital Markets, LLC · Certified Financial Planner
- Mark D. FeldmanCaptrust · Certified Financial Planner
- Ryan P. FischerCetera Investment Advisers LLC · Certified Financial Planner
- Anthony J. FischettiDynamic · Certified Financial Planner
- Kristian R. FisherKachkovsky & Fisher, Inc. · Certified Financial Planner
- Andrea FloresSchwab Wealth Advisory, Inc. · Certified Financial Planner, Chartered Financial Consultant
- Deron D. FloreyCetera Investment Advisers LLC · Certified Financial Planner
- Jammie C. FortEdward Jones · Certified Financial Planner
- Alejandro A. FragosoCharles Schwab & Co., Inc. · Certified Financial Planner
- Justin L. FreeSchwab Wealth Advisory, Inc. · Certified Financial Planner
- Lauren A. FristRevel Wealth Partners · Certified Financial Planner
- William J. FroelichCaptrust · Certified Financial Planner, Chartered Financial Analyst
- Michael C. FuroisThe Planning Associates, Inc. · Certified Financial Planner
- Grace GaabucayanSchwab Wealth Advisory, Inc. · Certified Financial Planner
- Todd M. GarrettSchwab Wealth Advisory, Inc. · Certified Financial Planner
- Lauren E. GeorgeCharles Schwab & Co., Inc. · Certified Financial Planner
- Paul B. GesinaCharles Schwab & Co., Inc. · Certified Financial Planner
- Marc T. GiannoneEaton-Cambridge Inc. · Certified Financial Planner
- Hunter T. GiboneySchwab Wealth Advisory, Inc. · Certified Financial Planner
- Elise GidaroSchwab Wealth Advisory, Inc. · Certified Financial Planner
- Ernest GiltnerSchwab Wealth Advisory, Inc. · Certified Financial Planner
- Samuel C. GoddardSchwab Wealth Advisory, Inc. · Certified Financial Planner, Chartered Financial Analyst
- Erin M. GoergenDynamic · Certified Financial Planner
- Grant GottdinerSchwab Wealth Advisory, Inc. · Certified Financial Planner
- John I. GraefSchwab Wealth Advisory, Inc. · Certified Financial Planner
- Reid GreenspanCharles Schwab & Co., Inc. · Certified Financial Planner
- Michael D. GrossMadison Partners · Certified Financial Planner
- Gavin W. GroveBenefit Financial Services Group · Certified Financial Planner
- Wilbert E. Guilford Jr.Wilbert Guilford, Cfp, Pllc · Certified Financial Planner
- Alejandro J. HaasCopper Square Private Wealth, LLC · Certified Financial Planner
- Matthew B. HallJ.P. Morgan Securities LLC · Certified Financial Planner, Chartered Financial Analyst
- Matthew J. HannaAmeriprise Financial Services, LLC · Certified Financial Planner
- Christian M. HarrisIht Wealth Management LLC · Certified Financial Planner
- Christopher J. HarrisMorgan Stanley · Certified Financial Planner
- Scott T. HarrisThe Ameriflex Group · Certified Financial Planner
- James J. HattonCreative Planning · Certified Financial Planner
- Barry H. HaysStrategic Advisers LLC · Certified Financial Planner
- Andrew M. HeldJ.P. Morgan Securities LLC · Certified Financial Planner
- Jason E. HeltonCharles Schwab & Co., Inc. · Certified Financial Planner
- George T. HendersonWells Fargo Clearing Services, LLC · Certified Financial Planner
- Mary Ann Hennelly-FavataCaptrust · Certified Financial Planner
- Nori A. HensonRaymond James Financial Services Advisors, Inc. · Certified Financial Planner
- Mark A. HerdingHarbour Investments, Inc. · Certified Financial Planner
- Marina HernandezDynamic · Certified Financial Planner
- Timothy D. HillCommonwealth Financial Network · Certified Financial Planner
- Jaime A. HinojosaOsaic Wealth, Inc. · Certified Financial Planner
- Amy S. HippleSchwab Wealth Advisory, Inc. · Certified Financial Planner
- Matthew M. HoaglinDynamic · Certified Financial Planner
- Tyler J. HodgesCaptrust · Certified Financial Planner
- Patricia J. HoldmanSchwab Wealth Advisory, Inc. · Certified Financial Planner
- Timothy J. HollyOsaic Wealth, Inc. · Certified Financial Planner
- Zachary J. HollyOsaic Wealth, Inc. · Certified Financial Planner
- John S. Hoover IIIJ.P. Morgan Securities LLC · Certified Financial Planner, Chartered Financial Analyst
- Herb W. HopkinsonCharles Schwab & Co., Inc. · Certified Financial Planner
- Paul D. HornBenefit Financial Services Group · Certified Financial Planner
- Gage G. HoughCetera Investment Advisers LLC · Certified Financial Planner
- Marcus E. HugoRevel Wealth Partners · Certified Financial Planner, Chartered Financial Analyst
- Connor C. HumphreyTfo Family Office Partners · Certified Financial Planner
- Jerry P. HurtMutual Of Omaha Investor Services, Inc. · Certified Financial Planner, Chartered Financial Consultant
- Dave K. HutchisonHutchison Investment Advisors · Certified Financial Planner
- Erin B. ItkoeLuminescent Wealth Management, Inc. · Certified Financial Planner, Personal Financial Specialist
- Frank R. JacksonBledsoe Asset Management, LLC · Certified Financial Planner
- Robert F. JohnsonSchwab Wealth Advisory, Inc. · Certified Financial Planner
- Corey L. JonesSchwab Wealth Advisory, Inc. · Certified Financial Planner
- Matthew S. JonesCharles Schwab & Co., Inc. · Certified Financial Planner
- Zachary Y. JonesBrookwood Investment Group · Certified Financial Planner, Chartered Financial Consultant
- William E. JordenSchwab Wealth Advisory, Inc. · Certified Financial Planner
- Evan D. JudgeCaptrust · Certified Financial Planner, Chartered Financial Analyst
- Garry KachkovskyKachkovsky & Fisher, Inc. · Certified Financial Planner
- Nicholas KaiserSimplicity Wealth · Certified Financial Planner
- Todd G. KalinaPfg Advisors · Certified Financial Planner
- Katelyn M. KalomirisJgp Wealth Management, LLC · Certified Financial Planner
- Cassie S. KangBrookwood Investment Group · Certified Financial Planner
- George KaoReach One Teach One Financial · Certified Financial Planner, Chartered Financial Consultant
- George KastanisFoundations Investment Advisors LLC · Certified Financial Planner
- Justin M. KauffmanCetera Investment Advisers LLC · Certified Financial Planner
- Megan M. Kawasaki-MasonTfo Family Office Partners · Certified Financial Planner
- David P. Kay Jr.Schwab Wealth Advisory, Inc. · Certified Financial Planner
- Robert F. KeatsKeats, Connelly & Associates, Inc. · Certified Financial Planner
- Timothy L. KeeSchwab Wealth Advisory, Inc. · Certified Financial Planner
- Julia M. KemmerCharles Schwab & Co., Inc. · Certified Financial Planner
- Rebecca S. KennellCommonwealth Financial Network · Certified Financial Planner
- Robert B. Kerns IIIKerns Legacy Planning · Certified Financial Planner
- Patrick C. KetchoyianSchwab Wealth Advisory, Inc. · Certified Financial Planner
- Alexander M. KienleWestmark Wealth Management · Certified Financial Planner
- Timothy A. KiesowUsaa Investment Services Company · Certified Financial Planner, Chartered Financial Consultant
- Brenna A. KilloranCharles Schwab & Co., Inc. · Certified Financial Planner
- Jennifer J. KimStrategic Advisers LLC · Certified Financial Planner
- Andrew C. KinderFoundations Investment Advisors LLC · Certified Financial Planner, Chartered Financial Consultant
- Michael J. KinseySchwab Wealth Advisory, Inc. · Certified Financial Planner
- Jeremy A. KisnerCorient · Certified Financial Planner
- John KissamSchwab Wealth Advisory, Inc. · Certified Financial Planner
- Andrew C. KissingerSchwab Wealth Advisory, Inc. · Certified Financial Planner
- Andrew L. KleinEdward Jones · Certified Financial Planner
- Megan E. KoopmanEquitable Advisors, LLC · Certified Financial Planner
- Michael J. KornegaySchwab Wealth Advisory, Inc. · Certified Financial Planner
- Kevin A. KrestanCharles Schwab & Co., Inc. · Certified Financial Planner
- John H. KroegerPersonal Benefits Planning LLC · Certified Financial Planner, Chartered Financial Consultant
- Alexandra E. KrootWedmont Private Capital · Certified Financial Planner
- Eric J. KruegerCommonwealth Financial Network · Certified Financial Planner
- Kimberly A. KruegerCommonwealth Financial Network · Certified Financial Planner
- Hannah E. KrumreichSchwab Wealth Advisory, Inc. · Certified Financial Planner
- Ryan D. KuhnEp Wealth Advisors · Certified Financial Planner
- Julie LalwaniAmeriprise Financial Services, LLC · Certified Financial Planner
- Timothy T. LambsonSchwab Wealth Advisory, Inc. · Certified Financial Planner
- Gregory J. LaneWellfit Financial · Certified Financial Planner
- Jared LangSchwab Wealth Advisory, Inc. · Certified Financial Planner
- Matthew O. LangmackSchwab Wealth Advisory, Inc. · Certified Financial Planner
- Michael A. LarrivaDiversify Wealth Management, LLC · Certified Financial Planner
- Jasmine C. LeeSchwab Wealth Advisory, Inc. · Certified Financial Planner
- Bubacarr LeighCharles Schwab & Co., Inc. · Certified Financial Planner
- Kyle A. LetzterSchwab Wealth Advisory, Inc. · Certified Financial Planner
- Louis D. Lizza IIMutual Of Omaha Investor Services, Inc. · Certified Financial Planner
- Jeffrey R. LockeAwm Capital, LLC · Certified Financial Planner
- Justin A. LongfellowSchwab Wealth Advisory, Inc. · Certified Financial Planner
- Mason G. LongstrethTfo Family Office Partners · Certified Financial Planner, Personal Financial Specialist
- Nancy A. LovelandUnited Planners' Financial Services Of America A Limited Partner · Certified Financial Planner
- Supranee R. LucasCharles Schwab & Co., Inc. · Certified Financial Planner
- Larry LytleWiser Advisor Group · Certified Financial Planner
- Scott J. MacdonaldCharles Schwab & Co., Inc. · Certified Financial Planner
- Donald J. Magdon Jr.LPL Financial LLC · Certified Financial Planner
- Rosh K. MangalatEdelman Financial Engines · Certified Financial Planner
- Zackary MarquezCetera Investment Advisers LLC · Certified Financial Planner
- Daniel L. MartinSchwab Wealth Advisory, Inc. · Certified Financial Planner
- Cameron M. MathisMathis Wealth Management · Certified Financial Planner
- Larry L. MathisMathis Wealth Management · Certified Financial Planner
- Joshua McAlisterAwm Capital, LLC · Certified Financial Planner
- Michael P. McCannDiversify Wealth Management, LLC · Certified Financial Planner
- Thomas S. McCannDynamic · Certified Financial Planner
- Brian P. McGintyCharles Schwab & Co., Inc. · Certified Financial Planner
- Joseph D. McInerneyWisdom Wealth Investment Advisors LLC · Certified Financial Planner
- Phil McNultyCambridge Investment Research Advisors, Inc. · Certified Financial Planner
- Felipe MedinaIht Wealth Management LLC · Certified Financial Planner
- Chance MeeksStrategic Advisers LLC · Certified Financial Planner
- Derek K. MehlhornSchwab Wealth Advisory, Inc. · Certified Financial Planner
- Tyler S. MehlhornSchwab Wealth Advisory, Inc. · Certified Financial Planner
- Brent R. MekoshConcurrent Investment Advisors, LLC · Certified Financial Planner
- Connor MessmanSchwab Wealth Advisory, Inc. · Certified Financial Planner
- Maxwell J. MichalczikThe Freyr Group · Certified Financial Planner
- Tracy G. MilaneseEdward Jones · Certified Financial Planner
- Thomas E. Mitchell Sr.LPL Financial LLC · Certified Financial Planner
- Chadi MneinySchwab Wealth Advisory, Inc. · Certified Financial Planner
- Erica N. MolinaCambridge Investment Research Advisors, Inc. · Certified Financial Planner
- Jacob MolinaStyra Wealth Management · Certified Financial Planner
- Frank A. MolinarMolinar & Co. Financial Advocates · Certified Financial Planner
- Michael S. MolloyCharles Schwab & Co., Inc. · Certified Financial Planner
- Jose A. MonterrosaSchwab Wealth Advisory, Inc. · Certified Financial Planner
- Adam H. MosbachPfg Advisors · Certified Financial Planner
- Michelle E. MosesMe Financial, Pllc · Certified Financial Planner
- Travis J. MottSchwab Wealth Advisory, Inc. · Certified Financial Planner
- Todd MuncyStrategic Advisers LLC · Certified Financial Planner
- Richard A. MunnekeEdelman Financial Engines · Certified Financial Planner
- Joseph MurphyCharles Schwab & Co., Inc. · Certified Financial Planner
- Katelyn E. MurrayLPL Financial LLC · Certified Financial Planner
- Scott T. NelsonSensible Investment Strategies, LLC · Certified Financial Planner
- Guilford W. NergardNergard Wealth Management, LLC · Certified Financial Planner
- Ted P. NgoEagle Strategies LLC · Certified Financial Planner
- Stephanie J. NiemtschkJ.P. Morgan Securities LLC · Certified Financial Planner
- David F. NietoSchwab Wealth Advisory, Inc. · Certified Financial Planner
- Michael NiewiadomskiDynamic · Certified Financial Planner
- Albert M. NisanovSchwab Wealth Advisory, Inc. · Certified Financial Planner
- Jacob NordquistSchwab Wealth Advisory, Inc. · Certified Financial Planner
- Alan L. NorrisNorris Wealth Management, LLC · Certified Financial Planner
- Buba NyassiCharles Schwab & Co., Inc. · Certified Financial Planner
- Martin C. O'ShaughnessyFoundations Investment Advisors LLC · Certified Financial Planner
- Ryan C. OldsDynamic · Certified Financial Planner
- Jaime OlivasSchwab Wealth Advisory, Inc. · Certified Financial Planner
- Brandon T. OliverArcwood Financial, LLC · Certified Financial Planner
- Kyle M. OreshackRaymond James Financial Services Advisors, Inc. · Certified Financial Planner
- Ashley R. ParriottSchwab Wealth Advisory, Inc. · Certified Financial Planner
- Charles E. PascuEagle Strategies LLC · Certified Financial Planner
- Dipen G. PatelUBS Financial Services Inc. · Certified Financial Planner
- Rushil PatelSchwab Wealth Advisory, Inc. · Certified Financial Planner
- Elizabeth M. PavinOsaic Wealth, Inc. · Certified Financial Planner, Chartered Financial Consultant
- Adam W. PearceLincoln Investment · Certified Financial Planner
- Stephen M. PeaseDynamic · Certified Financial Planner
- Kirby R. PedersonMML Investors Services, LLC · Certified Financial Planner, Chartered Financial Consultant
- Anthony PerezLegacy Wealth Management, LLC · Certified Financial Planner
- Cristina PerezEndeavor Advisors LLC · Certified Financial Planner
- Joanna W. PetersSchwab Wealth Advisory, Inc. · Certified Financial Planner
- Jeffrey C. PetersonCetera Investment Advisers LLC · Certified Financial Planner
- Michelle PetrowskiSchwab Wealth Advisory, Inc. · Certified Financial Planner
- Annette L. PetzelOsaic Wealth, Inc. · Certified Financial Planner
- Michael A. PhillipsVerus Capital Partners, LLC · Certified Financial Planner
- Brian T. PoeTfo Family Office Partners · Certified Financial Planner, Chartered Financial Consultant
- Andrew R. PorterSchwab Wealth Advisory, Inc. · Certified Financial Planner
- Ben T. PoulosB&E Financial Services · Certified Financial Planner
- Toby J. PrestegaardEdward Jones · Certified Financial Planner, Chartered Financial Consultant
- Maddeysen PuckettStrategic Advisers LLC · Certified Financial Planner
- Michael T. PugsleyFoundations Investment Advisors LLC · Certified Financial Planner
- John F. PylesT. Rowe Price Advisory Services, Inc. · Certified Financial Planner
- J Scott RaineyCharles Schwab & Co., Inc. · Certified Financial Planner
- Martin S. RasmussenFoundations Investment Advisors LLC · Certified Financial Planner
- Brian J. RellihanWise Wealth Partners, LLC · Certified Financial Planner
- Joseph A. ReyesSchwab Wealth Advisory, Inc. · Certified Financial Planner
- Thomas A. RichardsonSchwab Wealth Advisory, Inc. · Certified Financial Planner
- Natalie A. RivosecchiCharles Schwab & Co., Inc. · Certified Financial Planner
- David A. RobbinsMoors & Cabot, Inc. · Certified Financial Planner
- Brian D. RobinsonSharpepoint, LLC · Certified Financial Planner
- David S. Robinson, Jr.Mariner · Certified Financial Planner
- Carol RomneyCaptrust · Certified Financial Planner
- Denise R. RothermelCaptrust · Certified Financial Planner
- Caleb G. RutterTfo Family Office Partners · Certified Financial Planner
- Dorine B. SanchezRedw Wealth LLC · Certified Financial Planner
- Jeremyi R. SanchezWestmark Wealth Management · Certified Financial Planner
- David P. Sardella IICharles Schwab & Co., Inc. · Certified Financial Planner
- Angus SchaalTandem Wealth Advisors · Certified Financial Planner
- Jeffery R. SchenkEdward Jones · Certified Financial Planner
- Raymond C. SchenkSchwab Wealth Advisory, Inc. · Certified Financial Planner, Chartered Financial Consultant
- David C. SchillerAegis Wealth Partners, LLC · Certified Financial Planner
- Teresa SchuelkeSchwab Wealth Advisory, Inc. · Certified Financial Planner
- Anne M. SchwabSchwab Wealth Advisory, Inc. · Certified Financial Planner
- Talon J. SeltzerCharles Schwab & Co., Inc. · Certified Financial Planner
- Taylor A. SevenantsSchwab Wealth Advisory, Inc. · Certified Financial Planner
- Lucas R. SeveroTfo Family Office Partners · Certified Financial Planner
- Elizabeth M. ShabakerVersant Capital Management, Inc. · Certified Financial Planner
- Stephanie A. ShaferThe Ameriflex Group · Certified Financial Planner
- Peter M. ShannonEbis · Certified Financial Planner, Chartered Financial Analyst
- Martin A. ShapiroBrookwood Investment Group · Certified Financial Planner, Chartered Financial Consultant
- Alexandre L. ShappellSchwab Wealth Advisory, Inc. · Certified Financial Planner
- Travis M. SheldonLPL Financial LLC · Certified Financial Planner, Chartered Financial Consultant
- Scot G. ShymanCommonwealth Financial Network · Certified Financial Planner
- Raman J. SinghSingh Pwm LLC · Certified Financial Planner
- Kevin E. SkaltsisFoundations Investment Advisors LLC · Certified Financial Planner
- Joshua R. SlagillSchwab Wealth Advisory, Inc. · Certified Financial Planner
- Justin T. SmileyVersant Capital Management, Inc. · Certified Financial Planner
- John B. SmithDomain Money Advisors, LLC · Certified Financial Planner
- Michael M. SmithProfocus Incorporated · Certified Financial Planner
- Michael A. SmithEdward Jones · Certified Financial Planner
- David L. SourkSchwab Wealth Advisory, Inc. · Certified Financial Planner
- Thomas E. SpaceBrookwood Investment Group · Certified Financial Planner
- Matthew SpellmanJ.P. Morgan Securities LLC · Certified Financial Planner
- Dane C. SpencerFoundations Investment Advisors LLC · Certified Financial Planner
- Sarah R. SpillerCharles Schwab & Co., Inc. · Certified Financial Planner, Chartered Financial Consultant
- Brian M. SpringsteelSpringsteel Investment Advisors, LLC · Certified Financial Planner, Personal Financial Specialist
- Emily B. SteadCetera Investment Advisers LLC · Certified Financial Planner
- Andrew SteinbergSchwab Wealth Advisory, Inc. · Certified Financial Planner
- Melissa J. StewartDynamic · Certified Financial Planner
- Alex F. StivrinsPark Avenue Securities LLC · Certified Financial Planner
- Scott M. StrehlowCharles Schwab & Co., Inc. · Certified Financial Planner
- Lloyd L. StrodeCetera Investment Advisers LLC · Certified Financial Planner
- Jared R. SweitzerCommonwealth Financial Network · Certified Financial Planner
- Michael A. SwensonMariner · Certified Financial Planner
- Joshua D. SymonsEdward Jones · Certified Financial Planner
- Ty TabileSchwab Wealth Advisory, Inc. · Certified Financial Planner
- Vincent R. TangSchwab Wealth Advisory, Inc. · Certified Financial Planner
- James T. TegelerTfo Family Office Partners · Certified Financial Planner
- Neil A. TeubelCorient · Certified Financial Planner
- Seth ThompsonForward Financial Planning LLC · Certified Financial Planner, Chartered Financial Consultant
- Taylor ThompsonSchwab Wealth Advisory, Inc. · Certified Financial Planner
- Aaron P. TitzeOsaic Wealth, Inc. · Certified Financial Planner
- Benjamin N. TodSchwab Wealth Advisory, Inc. · Certified Financial Planner
- Brett P. TomlinsonFoundations Investment Advisors LLC · Certified Financial Planner
- Ethan M. TorresSchwab Wealth Advisory, Inc. · Certified Financial Planner
- Michael A. TothSchwab Wealth Advisory, Inc. · Certified Financial Planner
- Thomas A. TravagliniSchwab Wealth Advisory, Inc. · Certified Financial Planner
- Matthew A. TuckerFoundations Investment Advisors LLC · Certified Financial Planner
- Soren Van HoutenSchwab Wealth Advisory, Inc. · Certified Financial Planner
- James Van PeltEdward Jones · Certified Financial Planner
- Justin T. VandegriffCaptrust · Certified Financial Planner, Chartered Financial Analyst
- Jonathan VanderwerffCharles Schwab & Co., Inc. · Certified Financial Planner
- Daniel M. VandusenObjective Wealth, LLC · Certified Financial Planner
- Mary L. VannoniOsaic Wealth, Inc. · Certified Financial Planner
- Diego A. VerdugoPrincipal Securities, Inc. · Certified Financial Planner
- David M. VincentSchwab Wealth Advisory, Inc. · Certified Financial Planner
- Benjamin VoelkerMariner · Certified Financial Planner
- Mark W. VromanUnited Planners' Financial Services Of America A Limited Partner · Certified Financial Planner
- Tom C. WaiteSchwab Wealth Advisory, Inc. · Certified Financial Planner
- David J. WallWall Capital Group, Inc. · Certified Financial Planner
- Luke WatsonSchwab Wealth Advisory, Inc. · Certified Financial Planner
- Elias P. WeberUBS Financial Services Inc. · Certified Financial Planner
- Stacia WeinsteinEdward Jones · Certified Financial Planner, Chartered Financial Consultant
- Jared M. WeissSchwab Wealth Advisory, Inc. · Certified Financial Planner
- Daniel H. WelkerWells Fargo Advisors Financial Network, LLC · Certified Financial Planner
- Michael WendlandtStrategic Advisers LLC · Certified Financial Planner
- Adam S. WertheimerStrategic Advisers LLC · Certified Financial Planner
- Davis H. WestfieldAugust Wealth Group, Inc. · Certified Financial Planner
- Curtis WestrichSchwab Wealth Advisory, Inc. · Certified Financial Planner
- Rob G. WhiteStrategic Advisers LLC · Certified Financial Planner
- Philip WhittakerSchwab Wealth Advisory, Inc. · Certified Financial Planner
- William R. Wilkins Jr.LPL Financial LLC · Certified Financial Planner
- David J. WilliamsJ. W. Cole Advisors, Inc. · Certified Financial Planner
- Edward L. WilliamsOsaic Wealth, Inc. · Certified Financial Planner
- Whitney B. WilliamsSchwab Wealth Advisory, Inc. · Certified Financial Planner
- Brandon M. WilsonFoundations Investment Advisors LLC · Certified Financial Planner, Chartered Financial Consultant
- Roger G. WilsonCharles Schwab & Co., Inc. · Certified Financial Planner
- Stephen F. WoodardCharles Schwab & Co., Inc. · Certified Financial Planner
- Gregory J. WootenUBS Financial Services Inc. · Certified Financial Planner
- Brent L. WulbrechtSchwab Wealth Advisory, Inc. · Certified Financial Planner
- Vincent A. Yackanin IIIBrookwood Investment Group · Certified Financial Planner
- Victoria L. YazziePfg Advisors · Certified Financial Planner
- Gregory C. Yocum IIYocum Wealth · Certified Financial Planner
- Sean YoungJ.P. Morgan Securities LLC · Certified Financial Planner
- Jonas M. ZamoraDynamic · Certified Financial Planner
- Alecsander A. ZariDynamic · Certified Financial Planner
- Yuanfang ZhuEnso Financial · Certified Financial Planner
- Treva M. ZiembaSchwab Wealth Advisory, Inc. · Certified Financial Planner
Firms with the most CFP professionals in Phoenix
Schwab Wealth Advisory, Inc. 100Charles Schwab & Co., Inc. 31Foundations Investment Advisors LLC 15Dynamic 13Cetera Investment Advisers LLC 11Tfo Family Office Partners 11Edward Jones 10J.P. Morgan Securities LLC 10Strategic Advisers LLC 10Captrust 9Osaic Wealth, Inc. 9Commonwealth Financial Network 6Brookwood Investment Group 5LPL Financial LLC 5Pfg Advisors 5
CFP advisors in other Arizona cities
All of Arizona →Scottsdale 548Tucson 109Mesa 60Tempe 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 Phoenix, AZ?
378 SEC-registered investment adviser representatives at firm offices in Phoenix, Arizona list the CFP designation; Schwab Wealth Advisory, Inc. employs the most of them (100).
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 Phoenix?
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.