Financial ADVSR advisor directory · SEC adviser records
CFP financial advisors in Aventura, FL
Every SEC-registered financial advisor at a firm office in Aventura who lists the Certified Financial Planner designation, A to Z.
10 CFP professionals work in Aventura; the most are at Omnia Family Wealth, LLC (2). 6 are also registered broker representatives.
CFP advisors in Aventura, A to Z
Every advisor in Aventura →- Robert F. CafaroWells Fargo Clearing Services, LLC · Certified Financial Planner
- Teresa T. ChanGoalfocus Financial, LLC · Certified Financial Planner
- Lloyd M. DavisWells Fargo Clearing Services, LLC · Certified Financial Planner
- Morris EsquenaziNorthwestern Mutual Investment Services, LLC · Certified Financial Planner
- Ivan O. HernandezOmnia Family Wealth, LLC · Certified Financial Planner
- Diana B. KahnThe Financial Pharmacist, Inc. · Certified Financial Planner
- Dov LasryJ. Safra Asset Management Corporation · Certified Financial Planner
- Adam E. RitterspornCharles Schwab & Co., Inc. · Certified Financial Planner
- Gwenaelle RomainMerrill Lynch, Pierce, Fenner & Smith Incorporated · Certified Financial Planner
- Michael S. WagnerOmnia Family Wealth, LLC · Certified Financial Planner
Firms with the most CFP professionals in Aventura
Omnia Family Wealth, LLC 2Wells Fargo Clearing Services, LLC 2Charles Schwab & Co., Inc. 1Goalfocus Financial, LLC 1J. Safra Asset Management Corporation 1Merrill Lynch, Pierce, Fenner & Smith Incorporated 1Northwestern Mutual Investment Services, LLC 1The Financial Pharmacist, Inc. 1
CFP advisors in other Florida cities
All of Florida →Tampa 351Boca Raton 179Orlando 175Palm Beach Gardens 163Sarasota 161Naples 155Jacksonville 137Miami 118Coral Gables 96St. Petersburg 88West Palm Beach 81Clearwater 79Winter Park 79Fort Lauderdale 63Fort Myers 52Melbourne 48Ponte Vedra Beach 45Bradenton 42Jupiter 38Tallahassee 36Lakewood Ranch 35Plantation 35Stuart 34Lakeland 32
Questions
How many CFP financial advisors are in Aventura, FL?
10 SEC-registered investment adviser representatives at firm offices in Aventura, Florida list the CFP designation; Omnia Family Wealth, LLC employs the most of them (2).
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 Aventura?
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.