Financial ADVSR advisor directory · SEC adviser records
CFP financial advisors in West Hartford, CT
Every SEC-registered financial advisor at a firm office in West Hartford who lists the Certified Financial Planner designation, A to Z.
The short answer
75 CFP professionals work in West Hartford; the most are at Apella Wealth (30). 27 are also registered broker representatives.
CFP advisors in West Hartford, A to Z
Every advisor in West Hartford →- Lindsay A. AntonowiczStrategic Advisers LLC · Certified Financial Planner
- Max H. AsnesFierston Financial Group Inc. · Certified Financial Planner
- Samuel M. AthertonApella Wealth · Certified Financial Planner
- Marc E. AustinWealthspire Advisors · Certified Financial Planner
- Raymond E. BeloinLPL Financial LLC · Certified Financial Planner, Chartered Financial Consultant
- Charlotte BergmansStrategic Advisers LLC · Certified Financial Planner
- Alexander N. BlancoMariner · Certified Financial Planner
- Mark A. BroderickApella Wealth · Certified Financial Planner
- Julie R. BrohardApella Wealth · Certified Financial Planner
- Roxana M. ButnarApella Wealth · Certified Financial Planner
- Richard J. CardinalJanney Montgomery Scott LLC · Certified Financial Planner
- Stephen T. ChildsClear Harbor Asset Management, LLC · Certified Financial Planner, Chartered Financial Analyst
- Michael R. CiccarelliCommonwealth Financial Network · Certified Financial Planner
- Jennifer I. Coffey SmithApella Wealth · Certified Financial Planner
- Matthew CohenStrategic Advisers LLC · Certified Financial Planner
- Matthew A. CosgriffApella Wealth · Certified Financial Planner
- Jared C. CostiganSlp Wealth · Certified Financial Planner
- Alexander R. CrawfordApella Wealth · Certified Financial Planner
- Rileigh DanielsApella Wealth · Certified Financial Planner
- Matthew J. DibattistaApella Wealth · Certified Financial Planner
- Amanda J. DibbleLPL Financial LLC · Certified Financial Planner
- William M. DicristofaroMML Investors Services, LLC · Certified Financial Planner, Chartered Financial Consultant
- Alston EldridgeStrategic Advisers LLC · Certified Financial Planner
- Brian FierstonFierston Financial Group Inc. · Certified Financial Planner
- Marissa N. FierstonFierston Financial Group Inc. · Certified Financial Planner
- Nathan S. FierstonFierston Financial Group Inc. · Certified Financial Planner
- Seth B. FierstonFierston Financial Group Inc. · Certified Financial Planner
- William N. FierstonFierston Financial Group Inc. · Certified Financial Planner
- Matthew E. GallagherApella Wealth · Certified Financial Planner
- Jason K. GentileApella Wealth · Certified Financial Planner
- Pamela A. GoldMorgan Stanley · Certified Financial Planner
- Shawn D. HoytApella Wealth · Certified Financial Planner
- Douglas S. HuddlestonApella Wealth · Certified Financial Planner
- Kurtis L. JohnsonApella Wealth · Certified Financial Planner
- Benjamin D. KilleWealthspire Advisors · Certified Financial Planner
- Chad W. LangevinCommonwealth Financial Network · Certified Financial Planner
- Robert S. LangweilLPL Financial LLC · Certified Financial Planner
- Andrew J. LawsonJanney Montgomery Scott LLC · Certified Financial Planner
- Peter A. LepponesApella Wealth · Certified Financial Planner
- Nicholas L. LevinsonApella Wealth · Certified Financial Planner
- Michael D. MaglieriApella Wealth · Certified Financial Planner
- Richard M. MarcianoPrivate Advisor Group, LLC · Certified Financial Planner
- Brandon J. MarinelliMorgan Stanley · Certified Financial Planner
- William F. MatzingerLPL Financial LLC · Certified Financial Planner
- Jamison I. McAndieApella Wealth · Certified Financial Planner
- Amy B. MillerWealthspire Advisors · Certified Financial Planner
- Kyra H. MorrisApella Wealth · Certified Financial Planner
- Justin J. MorrowApella Wealth · Certified Financial Planner
- Stephanie S. MurphyApella Wealth · Certified Financial Planner
- Stacie R. NemetzApella Wealth · Certified Financial Planner
- Shawn P. O'Sullivan Jr.Apella Wealth · Certified Financial Planner
- Tyler M. OndatjeApella Wealth · Certified Financial Planner
- Brannon C. OzarkStrategic Advisers LLC · Certified Financial Planner
- Kathleen S. ParksApella Wealth · Certified Financial Planner
- Maggie W. PiccirilloOnedigital · Certified Financial Planner
- Addison M. PockApella Wealth · Certified Financial Planner
- Raymond L. PowellCambridge Investment Research Advisors, Inc. · Certified Financial Planner
- Christopher J. RaffertyFocus Partners Wealth, LLC · Certified Financial Planner
- Hans P. RaymondCharles Schwab & Co., Inc. · Certified Financial Planner
- James R. ReynoldsHfm Wealth Management · Certified Financial Planner, Chartered Financial Analyst
- Michael G. RossleyJanney Montgomery Scott LLC · Certified Financial Planner
- Marisa S. RothsteinAdvisory Services Network · Certified Financial Planner
- Adam P. SchererBlueprint Financial Advisors · Certified Financial Planner
- Joseph F. Shiman IIICetera Investment Advisers LLC · Certified Financial Planner
- William Z. Suplee IVApella Wealth · Certified Financial Planner, Chartered Financial Consultant, Chartered Financial Analyst
- Paul F. VaidaJanney Montgomery Scott LLC · Certified Financial Planner
- Henry A. VincentMML Investors Services, LLC · Certified Financial Planner
- Brian J. WaddellMML Investors Services, LLC · Certified Financial Planner
- Kyle K. WarnerStrategic Advisers LLC · Certified Financial Planner
- Curtis WigginsLPL Financial LLC · Certified Financial Planner
- Joseph C. WitkowskiAmeriprise Financial Services, LLC · Certified Financial Planner
- Kimberly M. WohlerApella Wealth · Certified Financial Planner
- Daniel H. YooApella Wealth · Certified Financial Planner
- Kevin M. YoungApella Wealth · Certified Financial Planner
- Tracy J. YoungAmeriprise Financial Services, LLC · Certified Financial Planner, Chartered Financial Consultant
Firms with the most CFP professionals in West Hartford
Apella Wealth 30Fierston Financial Group Inc. 6Strategic Advisers LLC 6LPL Financial LLC 5Janney Montgomery Scott LLC 4MML Investors Services, LLC 3Wealthspire Advisors 3Ameriprise Financial Services, LLC 2Commonwealth Financial Network 2Morgan Stanley 2Advisory Services Network 1Blueprint Financial Advisors 1Cambridge Investment Research Advisors, Inc. 1Cetera Investment Advisers LLC 1Charles Schwab & Co., Inc. 1
CFP advisors in other Connecticut cities
All of Connecticut →Stamford 103Glastonbury 67Farmington 58Shelton 39Fairfield 37Westport 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 West Hartford, CT?
75 SEC-registered investment adviser representatives at firm offices in West Hartford, Connecticut list the CFP designation; Apella Wealth employs the most of them (30).
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 West Hartford?
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.