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Financial ADVSR advisor directory · SEC adviser records

CFP financial advisors in Canton, CT

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

4 CFP professionals work in Canton; the most are at Fiscal Wisdom Wealth Management LLC (3). 2 are also registered broker representatives.

CFP advisors in Canton, A to Z

Every advisor in Canton →
  • Richard A. Bean Jr.Fiscal Wisdom Wealth Management LLC · Certified Financial Planner
  • Michael E. ChadwickFiscal Wisdom Wealth Management LLC · Certified Financial Planner, Chartered Financial Consultant
  • Benjamin EmoryOsaic Wealth, Inc. · Certified Financial Planner
  • Travis M. TazawaFiscal Wisdom Wealth Management LLC · Certified Financial Planner

Firms with the most CFP professionals in Canton

Fiscal Wisdom Wealth Management LLC 3Chadwick Financial Advisors, LLC 1Osaic Wealth, Inc. 1

CFP advisors in other Connecticut cities

All of Connecticut →

Stamford 103West Hartford 79Glastonbury 67Farmington 58Shelton 39Fairfield 37Westport 37Greenwich 26New Haven 20Madison 19Cheshire 18Avon 17Hartford 14Mystic 14Essex 13Guilford 13Darien 12Milford 12North Haven 12Ridgefield 12Danbury 11Southbury 11Norwalk 8Southport 8

Questions

How many CFP financial advisors are in Canton, CT?

4 SEC-registered investment adviser representatives at firm offices in Canton, Connecticut list the CFP designation; Fiscal Wisdom Wealth Management LLC employs the most of them (3).

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 Canton?

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.