Financial ADVSR advisor directory · SEC adviser records
CFP financial advisors in Tucson, AZ
Every SEC-registered financial advisor at a firm office in Tucson who lists the Certified Financial Planner designation, A to Z.
109 CFP professionals work in Tucson; the most are at Tci Wealth Advisors, Inc. (17). 58 are also registered broker representatives.
CFP advisors in Tucson, A to Z
Every advisor in Tucson →- Emilio A. AcedoCharles Schwab & Co., Inc. · Certified Financial Planner
- Addison J. AdelbergTci Wealth Advisors, Inc. · Certified Financial Planner
- Jennifer L. AkinsLPL Financial LLC · Certified Financial Planner
- Laura A. BarnardWealth Management Partners, LLC · Certified Financial Planner
- Martin D. BeardLPL Financial LLC · Certified Financial Planner, Chartered Financial Consultant
- Paul M. BennettThe Wealth Group - Austin B. Colby & Associates · Certified Financial Planner
- Kenneth BlanchardEdward Jones · Certified Financial Planner
- David W. BowenSouthwest Investment Advisors, Inc. · Certified Financial Planner
- Aaron W. BrewerWells Fargo Clearing Services, LLC · Certified Financial Planner
- Robert L. BurnsWells Fargo Clearing Services, LLC · Certified Financial Planner
- Salvatore A. Cabibo Jr.Strategic Advisers LLC · Certified Financial Planner
- Tiffany S. CallahanWells Fargo Clearing Services, LLC · Certified Financial Planner
- Cody A. CassidyTci Wealth Advisors, Inc. · Certified Financial Planner
- Paul ChoiStrategic Advisers LLC · Certified Financial Planner
- Troy D. ChraneTci Wealth Advisors, Inc. · Certified Financial Planner
- Daniel N. CossetteCambridge Financial Group, LLC · Certified Financial Planner
- Thomas J. Curtis IVWealth Management Partners, LLC · Certified Financial Planner
- Steven M. DaltonCetera Investment Advisers LLC · Certified Financial Planner, Chartered Financial Consultant
- Ananda M. DasLife Strategy Partners · Certified Financial Planner
- Burt G. DermanWells Fargo Clearing Services, LLC · Certified Financial Planner
- Jerry DiazJ.P. Morgan Securities LLC · Certified Financial Planner
- Robin R. DolezalIronwood Financial, LLC · Certified Financial Planner
- Jeffrey C. DollarhideMML Investors Services, LLC · Certified Financial Planner
- Mark DragoslovichLPL Financial LLC · Certified Financial Planner
- Edward L. EthingtonCetera Investment Advisers LLC · Certified Financial Planner
- Robert EwingStrategic Advisers LLC · Certified Financial Planner
- John P. Fiske, JrEdward Jones · Certified Financial Planner, Chartered Financial Consultant
- Scott L. ForguesOsaic Wealth, Inc. · Certified Financial Planner
- Andrea FrazerTci Wealth Advisors, Inc. · Certified Financial Planner
- Brian GardEdward Jones · Certified Financial Planner
- Samuel W. GarrisonEdward Jones · Certified Financial Planner
- Marie C. GoochFortress Financial Solutions, LLC · Certified Financial Planner
- Christopher C. GravesMorgan Stanley · Certified Financial Planner
- Lily W. GravesTci Wealth Advisors, Inc. · Certified Financial Planner
- Sheryl A. HallCetera Investment Advisers LLC · Certified Financial Planner
- Ryan HalvorsonTci Wealth Advisors, Inc. · Certified Financial Planner
- David B. HammondCetera Investment Advisers LLC · Certified Financial Planner, Chartered Financial Consultant
- David A. HamraGordian Advisors, LLC · Certified Financial Planner
- Stephen P. HarndenAmeriprise Financial Services, LLC · Certified Financial Planner
- Matthew W. HarrisonAttessa Capital LLC · Certified Financial Planner, Chartered Financial Analyst
- Samuel E. HawtreeHawtree Advisory Group, LLC · Certified Financial Planner
- Jeffrey A. HerndonJ.P. Morgan Securities LLC · Certified Financial Planner
- Myron J. HicksWells Fargo Clearing Services, LLC · Certified Financial Planner
- Brandon R. HodgesonCambridge Financial Group, LLC · Certified Financial Planner
- Daniel D. HoefferleUnited Planners' Financial Services Of America A Limited Partner · Certified Financial Planner
- William M. HollidayAio Financial, LLC · Certified Financial Planner
- Guy W. HolmanTci Wealth Advisors, Inc. · Certified Financial Planner
- Bradley A. HostetlerTci Wealth Advisors, Inc. · Certified Financial Planner
- Phillip B. KaiserPk Quantitative Investing, LLC · Certified Financial Planner, Chartered Financial Analyst
- Benjamin D. KatselFocus Partners Wealth, LLC · Certified Financial Planner
- Ricky D. KelleyRd Kelley Financial Group · Certified Financial Planner
- Alicia G. KleinCambridge Financial Group, LLC · Certified Financial Planner
- Christy A. KnotzFortress Financial Solutions, LLC · Certified Financial Planner
- Carol H. LarsonLPL Financial LLC · Certified Financial Planner
- Chad W. LawyerLife Strategy Partners · Certified Financial Planner
- Juan LeyWells Fargo Clearing Services, LLC · Certified Financial Planner
- Laurence E. LofCambridge Investment Research Advisors, Inc. · Certified Financial Planner
- Thomas E. LoganTci Wealth Advisors, Inc. · Certified Financial Planner
- Kristofer G. LyonsTci Wealth Advisors, Inc. · Certified Financial Planner, Chartered Financial Consultant
- Jerico Rom B. MaddelaTci Wealth Advisors, Inc. · Certified Financial Planner
- Steven M. MagnusonWells Fargo Clearing Services, LLC · Certified Financial Planner
- Jeffrey D. Matchett RoblesGordian Advisors, LLC · Certified Financial Planner
- Stephen E. MattinglyTreiberg Wealth Management · Certified Financial Planner
- Charles W. MaximLPL Financial LLC · Certified Financial Planner
- William MaxwellStrategic Advisers LLC · Certified Financial Planner
- Joshua A. MiceliMML Investors Services, LLC · Certified Financial Planner
- Earl MicklewrightWells Fargo Clearing Services, LLC · Certified Financial Planner
- Lauren D. MishraElion Financial, LLC · Certified Financial Planner
- Kenneth G. NeslerFortress Financial Solutions, LLC · Certified Financial Planner
- Scott NewhouseForthright Finances LLC · Certified Financial Planner
- David A. NiichelIronwood Financial, LLC · Certified Financial Planner
- Cory NiverStrategic Advisers LLC · Certified Financial Planner
- Jennifer C. NoseckEdward Jones · Certified Financial Planner, Chartered Financial Consultant
- Casey R. O'DonovanTci Wealth Advisors, Inc. · Certified Financial Planner
- Kim M. OhlerRaymond James & Associates, Inc. · Certified Financial Planner
- Thomas D. Palomares IIRaymond James Financial Services Advisors, Inc. · Certified Financial Planner
- Ross A. PattersonSterling Investment Management, LLC · Certified Financial Planner, Chartered Financial Consultant
- Maria I. PeraltaMariner · Certified Financial Planner
- Stacy H. QuiriRBC Capital Markets, LLC · Certified Financial Planner
- Michael S. RadcliffKestra Advisory Services, LLC · Certified Financial Planner
- Gordon W. ReynoldsKestra Private Wealth Services, LLC · Certified Financial Planner, Chartered Financial Analyst
- Amy L. RichardsonTci Wealth Advisors, Inc. · Certified Financial Planner
- Jason T. RobinsonMML Investors Services, LLC · Certified Financial Planner, Chartered Financial Consultant
- Timothy M. SchannepCommonwealth Financial Network · Certified Financial Planner
- David W. ShepherdShepherd Wealth & Retirement LLC · Certified Financial Planner, Chartered Financial Consultant
- David W. Shepherd Jr.Shepherd Wealth & Retirement LLC · Certified Financial Planner
- Duane K. ShumakerBalboa Wealth Partners, Inc. · Certified Financial Planner
- Mark F. SilvermanSilverman + Associates Wealth Management, LLC · Certified Financial Planner
- Denis V. SmirnovGordian Advisors, LLC · Certified Financial Planner
- Martin A. SmithIronwood Financial, LLC · Certified Financial Planner
- Eric B SoilandWells Fargo Advisors Financial Network, LLC · Certified Financial Planner
- Alastair D. StansfieldRise Private Wealth Advisors · Certified Financial Planner
- James H. StarkCetera Investment Advisers LLC · Certified Financial Planner
- John J. StephensTci Wealth Advisors, Inc. · Certified Financial Planner, Chartered Financial Analyst
- Scott W. StyrmoeTci Wealth Advisors, Inc. · Certified Financial Planner
- Samuel T. SwiftTci Wealth Advisors, Inc. · Certified Financial Planner, Chartered Financial Analyst
- Judith A. ToccoLPL Financial LLC · Certified Financial Planner
- Michael L. TreibergTreiberg Wealth Management · Certified Financial Planner, Chartered Financial Consultant
- Warren R. TylerEdward Jones · Certified Financial Planner, Chartered Financial Consultant
- Jordan J. UnderhillThe Ameriflex Group · Certified Financial Planner
- Lynn R. Van HoutenAllstate Financial Advisors, LLC · Certified Financial Planner
- Nicole A. Vance RoweAmeriprise Financial Services, LLC · Certified Financial Planner
- Andre VeresHornor, Townsend & Kent, LLC · Certified Financial Planner, Chartered Financial Consultant
- Melissa D. WackerCharles Schwab & Co., Inc. · Certified Financial Planner
- Anthony WarrenWells Fargo Advisors Financial Network, LLC · Certified Financial Planner
- Lauren WilliamsTci Wealth Advisors, Inc. · Certified Financial Planner
- Joseph WrightJoseph Wright Investments · Certified Financial Planner
- Christopher P. ZechesZeches Wealth Management · Certified Financial Planner
- Patrick J. ZumbuschParkwoods Wealth Partners, LLC · Certified Financial Planner
Firms with the most CFP professionals in Tucson
Tci Wealth Advisors, Inc. 17Wells Fargo Clearing Services, LLC 8Edward Jones 6LPL Financial LLC 6Cetera Investment Advisers LLC 5Strategic Advisers LLC 5Cambridge Financial Group, LLC 3Fortress Financial Solutions, LLC 3Gordian Advisors, LLC 3Ironwood Financial, LLC 3MML Investors Services, LLC 3Ameriprise Financial Services, LLC 2Charles Schwab & Co., Inc. 2J.P. Morgan Securities LLC 2Life Strategy Partners 2
CFP advisors in other Arizona cities
All of Arizona →Scottsdale 548Phoenix 378Mesa 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 Tucson, AZ?
109 SEC-registered investment adviser representatives at firm offices in Tucson, Arizona list the CFP designation; Tci Wealth Advisors, Inc. employs the most of them (17).
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 Tucson?
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.