Financial ADVSR advisor directory · SEC adviser records
CFP financial advisors in Fairfield, CT
Every SEC-registered financial advisor at a firm office in Fairfield who lists the Certified Financial Planner designation, A to Z.
37 CFP professionals work in Fairfield; the most are at Moneco Advisors (15). 26 are also registered broker representatives.
CFP advisors in Fairfield, A to Z
Every advisor in Fairfield →- Salim P. BoutagyMoneco Advisors · Certified Financial Planner
- Brandon BrooksStrategic Advisers LLC · Certified Financial Planner
- Gretchen M. BrunnerCompass · Certified Financial Planner
- David B. DanversSchwab Wealth Advisory, Inc. · Certified Financial Planner
- Michelle D. DefilippoMoneco Advisors · Certified Financial Planner
- Charles W. FalzoneCharles Schwab & Co., Inc. · Certified Financial Planner
- Steven P. FlaggMorgan Stanley · Certified Financial Planner
- Jack M. ForehandValidea Capital Management LLC · Certified Financial Planner, Chartered Financial Analyst
- Gerard GruberGeneos Wealth Management, Inc. · Certified Financial Planner
- Panfilo Guglielmi Jr.Advanced Capital Advisors, LLC · Certified Financial Planner
- Eric P. HahnMoneco Advisors · Certified Financial Planner
- Li HuoEagle Strategies LLC · Certified Financial Planner
- David J. KarachukMoneco Advisors · Certified Financial Planner, Chartered Financial Analyst
- Joanna E. KopsaftisMoneco Advisors · Certified Financial Planner
- Michael P. KozikJanney Montgomery Scott LLC · Certified Financial Planner
- Scott L. LanglaisStrategic Advisers LLC · Certified Financial Planner
- Christopher W. LeveneMoneco Advisors · Certified Financial Planner
- Colleen MayStrategic Advisers LLC · Certified Financial Planner
- Charles B. McManus IIIWells Fargo Advisors Financial Network, LLC · Certified Financial Planner
- Courtney L. MerwinBlackrock Investment Management, LLC · Certified Financial Planner
- Jason MonteleoneMariner · Certified Financial Planner
- Christopher J. NeubertMoneco Advisors · Certified Financial Planner
- David PlouffeMoneco Advisors · Certified Financial Planner
- Michael M. PromisCharles Schwab & Co., Inc. · Certified Financial Planner
- Glenn H. RatcliffeJanney Montgomery Scott LLC · Certified Financial Planner
- Charles W. RoccoMoneco Advisors · Certified Financial Planner
- Abimelek RodriguezStrategic Advisers LLC · Certified Financial Planner
- John M. Rosenau Sr.Moneco Advisors · Certified Financial Planner
- Todd R. SchroederMoneco Advisors · Certified Financial Planner
- William M. Shafransky Jr.Moneco Advisors · Certified Financial Planner
- Steven A. ShermanCetera Investment Advisers LLC · Certified Financial Planner
- Joseph A. TatuskoMoneco Advisors · Certified Financial Planner, Chartered Financial Analyst
- Michael TrombettaStrategic Advisers LLC · Certified Financial Planner
- Stephanie L. Van AlbertMoneco Advisors · Certified Financial Planner
- Kenneth M. WapnitskyJanney Montgomery Scott LLC · Certified Financial Planner
- Roland A. WauthierMerrill Lynch, Pierce, Fenner & Smith Incorporated · Certified Financial Planner
- Rudolf J. WeissMoneco Advisors · Certified Financial Planner
Firms with the most CFP professionals in Fairfield
Moneco Advisors 15Strategic Advisers LLC 5Janney Montgomery Scott LLC 3Charles Schwab & Co., Inc. 2Advanced Capital Advisors, LLC 1Blackrock Investment Management, LLC 1Cetera Investment Advisers LLC 1Compass 1Eagle Strategies LLC 1Geneos Wealth Management, Inc. 1Mariner 1Merrill Lynch, Pierce, Fenner & Smith Incorporated 1Morgan Stanley 1Schwab Wealth Advisory, Inc. 1Validea Capital Management LLC 1
CFP advisors in other Connecticut cities
All of Connecticut →Stamford 103West Hartford 79Glastonbury 67Farmington 58Shelton 39Westport 37Greenwich 26New Haven 20Madison 19Cheshire 18Avon 17Hartford 14Mystic 14Essex 13Guilford 13Darien 12Milford 12North Haven 12Ridgefield 12Danbury 11Southbury 11Norwalk 8Southport 8Wethersfield 8
Questions
How many CFP financial advisors are in Fairfield, CT?
37 SEC-registered investment adviser representatives at firm offices in Fairfield, Connecticut list the CFP designation; Moneco Advisors employs the most of them (15).
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 Fairfield?
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.