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Financial ADVSR advisor directory · SEC adviser records

CFP financial advisors in Newtown, CT

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

7 CFP professionals work in Newtown; the most are at Commonwealth Financial Network (1). 4 are also registered broker representatives.

CFP advisors in Newtown, A to Z

Every advisor in Newtown →
  • William D. DonaldsonDonaldson Financial Wellness Network, LLC · Certified Financial Planner
  • Daniel L. GranucciIron Path Wealth Management, Inc. · Certified Financial Planner, Chartered Financial Analyst
  • Stephen P. NitzSteward Partners Investment Advisory, LLC · Certified Financial Planner
  • Jennifer F. PattenCommonwealth Financial Network · Certified Financial Planner
  • Luke RobichaudOsaic Institutions, Inc. · Certified Financial Planner
  • Bryan RothEdward Jones · Certified Financial Planner
  • Noah D. SchwartzMagnolia Private Wealth, LLC · Certified Financial Planner

Firms with the most CFP professionals in Newtown

Commonwealth Financial Network 1Donaldson Financial Wellness Network, LLC 1Edward Jones 1Iron Path Wealth Management, Inc. 1Magnolia Private Wealth, LLC 1Osaic Institutions, Inc. 1Steward Partners Investment Advisory, LLC 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 Newtown, CT?

7 SEC-registered investment adviser representatives at firm offices in Newtown, Connecticut list the CFP designation; Commonwealth Financial Network 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 Newtown?

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.