Financial ADVSR advisor directory · SEC adviser records

CFP financial advisors in Tempe, AZ

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

The short answer

58 CFP professionals work in Tempe; the most are at Commonwealth Financial Network (5). 36 are also registered broker representatives.

CFP advisors in Tempe, A to Z

Every advisor in Tempe →

Guy L. AustinPfg Advisors · Certified Financial Planner
Chase A. BarrettKingdom Financial Group, LLC · Certified Financial Planner
Annette M. BauEstate & Retirement Strategies LLC · Certified Financial Planner
Todd M. BendellOptima Capital Management · Certified Financial Planner
Ely N. BurkeEdward Jones · Certified Financial Planner
Michael C. CalisiCalisi Wealth Management · Certified Financial Planner
Christopher A. CarracedoEnvision Retirement LLC · Certified Financial Planner
Adam ChristieEdward Jones · Certified Financial Planner
Grady CoolCool Wealth Management · Certified Financial Planner, Chartered Financial Analyst
Joseph B. CooperCambridge Investment Research Advisors, Inc. · Certified Financial Planner
Christel M. CovertIndependent Financial Group, LLC · Certified Financial Planner
Nathan N. FaerberMartinsen Wealth Management · Certified Financial Planner
Jake FaustEdward Jones · Certified Financial Planner
Andrew M. FigueroaMorgan Stanley · Certified Financial Planner
Jerry R. GrayGraystone Partners Wealth Management, LLC · Certified Financial Planner
Adam C. HardingHarding Wealth, Inc. · Certified Financial Planner
Robert M. HorstmanCapital Analysts · Certified Financial Planner
Kelly O. JohnsonDeborah Wealth Advisory LLC · Certified Financial Planner
Marcus F. JohnsonJohnson Financial Advisors · Certified Financial Planner
Philip O. JohnsonJohnson Financial Advisors · Certified Financial Planner
Stacy A. JohnsonLPL Financial LLC · Certified Financial Planner
Daniela U. JonesIntrinsic Wealth Counsel, Inc. · Certified Financial Planner, Chartered Financial Analyst
Michael J. JunkermeierWorld Investment Advisors, LLC · Certified Financial Planner, Chartered Financial Consultant
Chris KawashimaMorgan Stanley · Certified Financial Planner
Keith T. KleinThe Ameriflex Group · Certified Financial Planner, Chartered Financial Consultant
Erick R. KroskyNwf Advisory Services Inc. · Certified Financial Planner
Carson E. KunkleHarding Wealth, Inc. · Certified Financial Planner, Chartered Financial Consultant
Thomas M. LawlessCommonwealth Financial Network · Certified Financial Planner
Zachary H. MakawiCambridge Investment Research Advisors, Inc. · Certified Financial Planner
Matthew D. MamolenCetera Investment Advisers LLC · Certified Financial Planner
Aaron C. MathenyCapital Strategies Group, LLC · Certified Financial Planner
Julia McCrayJ.P. Morgan Securities LLC · Certified Financial Planner
Judy K. MesecherWorld Investment Advisors, LLC · Certified Financial Planner
Doralee G. MeyerMerino Wealth Management · Certified Financial Planner
Timothy MilkwickEmbark Wealth Management, LLC · Certified Financial Planner
Nestor R. MontoyaCambridge Investment Research Advisors, Inc. · Certified Financial Planner, Chartered Financial Consultant
Hayley M. MooreEdward Jones · Certified Financial Planner
David J. NewmanMorgan Stanley · Certified Financial Planner, Chartered Financial Consultant
Michael J. PassanteCommonwealth Financial Network · Certified Financial Planner, Chartered Financial Consultant
Jack H. PattersonCambridge Investment Research Advisors, Inc. · Certified Financial Planner
Adam W. PearceCapital Analysts · Certified Financial Planner
John P. PfaffmannPetra Financial Advisors Inc. · Certified Financial Planner
Melissa RivasU.S. Bancorp Advisors, LLC · Certified Financial Planner
Luke M. SchroederCommonwealth Financial Network · Certified Financial Planner
Michael W. SchroederCommonwealth Financial Network · Certified Financial Planner
Joseph G. SeepJoseph Seep & Associates, LLC · Certified Financial Planner
Justin J. SimoniniMML Investors Services, LLC · Certified Financial Planner
Rodney R. Smith IICommonwealth Financial Network · Certified Financial Planner
Nama S. SoukounaEdward Jones · Certified Financial Planner
Shawn M. SwensonLPL Financial LLC · Certified Financial Planner
Kerry W. TannerIndependent Financial Group, LLC · Certified Financial Planner
Thatcher R. TaylorPropath Financial · Certified Financial Planner
Alexandros P. TerzisU.S. Bancorp Advisors, LLC · Certified Financial Planner
Cornelius H. Van Zutphen Jr.Intrinsic Wealth Counsel, Inc. · Certified Financial Planner
Cornelius H. Van Zutphen IIIIntrinsic Wealth Counsel, Inc. · Certified Financial Planner, Chartered Financial Analyst
Jakob WagnerThe Ameriflex Group · Certified Financial Planner
Michelle L. WagnerLPL Financial LLC · Certified Financial Planner
David A. YoungHarding Wealth, Inc. · Certified Financial Planner

Firms with the most CFP professionals in Tempe

Commonwealth Financial Network 5 Edward Jones 5 Cambridge Investment Research Advisors, Inc. 4 Harding Wealth, Inc. 3 Intrinsic Wealth Counsel, Inc. 3 LPL Financial LLC 3 Morgan Stanley 3 Capital Analysts 2 Independent Financial Group, LLC 2 Johnson Financial Advisors 2 The Ameriflex Group 2 U.S. Bancorp Advisors, LLC 2 World Investment Advisors, LLC 2 Calisi Wealth Management 1 Capital Strategies Group, LLC 1

CFP advisors in other Arizona cities

All of Arizona →

Scottsdale 548 Phoenix 378 Tucson 109 Mesa 60 Chandler 56 Gilbert 51 Peoria 26 Prescott 19 Glendale 18 Flagstaff 15 Oro Valley 8 Surprise 8 Cave Creek 6 Fountain Hills 6 Goodyear 6 Queen Creek 6 Sedona 6 Sierra Vista 6 Yuma 6 Buckeye 5 Carefree 4 Lake Havasu City 4 Sun City 4 Green Valley 3

Questions

How many CFP financial advisors are in Tempe, AZ?

58 SEC-registered investment adviser representatives at firm offices in Tempe, Arizona list the CFP designation; Commonwealth Financial Network employs the most of them (5).

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 Tempe?

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.