Financial ADVSR advisor directory · SEC adviser records
CFP financial advisors in Darien, CT
Every SEC-registered financial advisor at a firm office in Darien who lists the Certified Financial Planner designation, A to Z.
12 CFP professionals work in Darien; the most are at Twenty Four Wealth (3). 6 are also registered broker representatives.
CFP advisors in Darien, A to Z
Every advisor in Darien →- Michael J. BallestriniJanney Montgomery Scott LLC · Certified Financial Planner
- Michael J. CarbinoTwenty Four Wealth · Certified Financial Planner, Chartered Financial Consultant
- Makenna R. FlaggMakenna & Company, Inc. · Certified Financial Planner
- John B. Hess Jr.The Pinnacle Financial Group · Certified Financial Planner
- Robert P. LeahyMfc Portfolios, Inc. · Certified Financial Planner, Chartered Financial Consultant
- Paul PapapostolouWealth Enhancement Advisory Services, LLC · Certified Financial Planner
- Timothy S. ParadisCrestwood Advisors · Certified Financial Planner
- Robert PikStrategic Advisers LLC · Certified Financial Planner
- Sunil SharmaProyash Capital Management · Certified Financial Planner, Chartered Financial Analyst
- Joseph R. Viger Jr.Twenty Four Wealth · Certified Financial Planner
- Christopher ZapataTwenty Four Wealth · Certified Financial Planner, Chartered Financial Consultant
- Gerard D. Zopfi Jr.Wealth Enhancement Advisory Services, LLC · Certified Financial Planner
Firms with the most CFP professionals in Darien
Twenty Four Wealth 3Wealth Enhancement Advisory Services, LLC 2Crestwood Advisors 1Janney Montgomery Scott LLC 1Makenna & Company, Inc. 1Mfc Portfolios, Inc. 1Proyash Capital Management 1Strategic Advisers LLC 1The Pinnacle Financial Group 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 13Milford 12North Haven 12Ridgefield 12Danbury 11Southbury 11Norwalk 8Southport 8Wethersfield 8
Questions
How many CFP financial advisors are in Darien, CT?
12 SEC-registered investment adviser representatives at firm offices in Darien, Connecticut list the CFP designation; Twenty Four Wealth 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 Darien?
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.