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Financial ADVSR advisor directory · SEC adviser records

CFP financial advisors in Goshen, CT

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

The short answer

1 CFP advisor work in Goshen; the most are at Stifel, Nicolaus & Company, Incorporated (1). 1 are also registered broker representatives.

CFP advisors in Goshen, A to Z

Every advisor in Goshen →
  • Jeffrey H. ColeStifel, Nicolaus & Company, Incorporated · Certified Financial Planner

Firms with the most CFP professionals in Goshen

Stifel, Nicolaus & Company, Incorporated 1

CFP advisors in other Connecticut cities

All of Connecticut →

Stamford 105West Hartford 75Glastonbury 73Farmington 58Westport 43Shelton 39Fairfield 36Greenwich 30Madison 19Avon 18New Haven 17Darien 16Hartford 15Milford 15Cheshire 14Guilford 14Mystic 13Ridgefield 13Danbury 12Essex 12North Haven 11Wilton 10Southport 8Wallingford 8

Questions

How many CFP financial advisors are in Goshen, CT?

1 SEC-registered investment adviser representatives at firm offices in Goshen, Connecticut list the CFP designation; Stifel, Nicolaus & Company, Incorporated employs the most of them (1).

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 Goshen?

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.