Financial ADVSR advisor directory · SEC adviser records
CFP financial advisors in Boca Raton, FL
Every SEC-registered financial advisor at a firm office in Boca Raton who lists the Certified Financial Planner designation, A to Z.
179 CFP professionals work in Boca Raton; the most are at Ameriprise Financial Services, LLC (17). 126 are also registered broker representatives.
CFP advisors in Boca Raton, A to Z
Every advisor in Boca Raton →- Ralph AchilleAtlas Financial Advisors, LLC · Certified Financial Planner
- David M. AllenValic Financial Advisors, Inc. · Certified Financial Planner
- Brian AmsterRBC Capital Markets, LLC · Certified Financial Planner
- David C. BalestriereEdelman Financial Engines · Certified Financial Planner
- Meryll B. BangsilUBS Financial Services Inc. · Certified Financial Planner
- Glynis H. BanhanEdelman Financial Engines · Certified Financial Planner
- Gerald A. BarbalattCommonwealth Financial Network · Certified Financial Planner
- James M. BarryMorgan Stanley · Certified Financial Planner
- Samuel P. BartolettaAmeriprise Financial Services, LLC · Certified Financial Planner
- Michael BaumhorJ.P. Morgan Securities LLC · Certified Financial Planner
- Steven R. BellA.G.P. / Alliance Global Partners · Certified Financial Planner
- Glen A. BerngardCetera Investment Advisers LLC · Certified Financial Planner
- Rachel BonnetCitizens Securities, Inc. · Certified Financial Planner
- Gregory R. BrodeurAlpha Zero LLC · Certified Financial Planner, Chartered Financial Consultant
- Elizabeth V. BrunoAmeriprise Financial Services, LLC · Certified Financial Planner
- David L. BurgRaymond James Financial Services Advisors, Inc. · Certified Financial Planner, Chartered Financial Consultant
- Gregory J. BurieMorgan Stanley · Certified Financial Planner
- Arthur CanterBoca Wealth Advisors · Certified Financial Planner
- Cameron A. CaprioVenturemfo LLC · Certified Financial Planner, Personal Financial Specialist
- James J. CarboneAmeritas Advisory Services, LLC · Certified Financial Planner, Chartered Financial Consultant
- Nicole Q. CarlonMutual Advisors, LLC · Certified Financial Planner
- Bartley S. CaseyValic Financial Advisors, Inc. · Certified Financial Planner
- Dennie A. CeelenNoble Capital Management, Inc. · Certified Financial Planner
- Bret L. ChernowAmeriprise Financial Services, LLC · Certified Financial Planner
- Patricia C. CorbettMorgan Stanley · Certified Financial Planner
- Jesse CordobaRed Reef Advisors LLC · Certified Financial Planner
- Alexander R. D'AugelliAmeriprise Financial Services, LLC · Certified Financial Planner
- William R. Dagistino Jr.Raymond James & Associates, Inc. · Certified Financial Planner
- Henry D. DavidsonAmeriprise Financial Services, LLC · Certified Financial Planner, Chartered Financial Consultant
- Sarah De BarrosStrategic Advisers LLC · Certified Financial Planner
- Cheryl L. DeknatelNoesis Capital Management Corp. · Certified Financial Planner
- Alexandra B. DemosthenesBoca Wealth Advisors · Certified Financial Planner
- Paul R. DipietroPinnacle Investments, LLC · Certified Financial Planner
- Kristin J. DonnelleyHightower Advisors, LLC · Certified Financial Planner
- Maria DontsisA.G.P. / Alliance Global Partners · Certified Financial Planner
- Michael C. EdelmanBaron Silver Stevens Financial Advisors, LLC · Certified Financial Planner
- Sean C. EricksonFocus Partners Wealth, LLC · Certified Financial Planner
- Jordan B. FairclothWells Fargo Clearing Services, LLC · Certified Financial Planner
- Nico A. FiumeFisher Investments · Certified Financial Planner
- Regan J. FlahertyProathlete Wealth Management LLC · Certified Financial Planner
- Jay H. FreebergOnyx Bridge Wealth Group LLC · Certified Financial Planner
- Michael J. FreedmanWealthcare Advisory Partners LLC · Certified Financial Planner, Chartered Financial Consultant
- Jason M. FreemanWells Fargo Advisors Financial Network, LLC · Certified Financial Planner
- Wallace J. FryWells Fargo Clearing Services, LLC · Certified Financial Planner
- Hector Garcia AguilarAmeriprise Financial Services, LLC · Certified Financial Planner
- Jonathan L. GassmanNewedge Advisors · Certified Financial Planner, Personal Financial Specialist
- Justin M. GelbmanOppenheimer & Co. Inc. · Certified Financial Planner
- Vincent F. Gerardi&Partners · Certified Financial Planner
- Stephen B. GiauqueRaymond James Financial Services Advisors, Inc. · Certified Financial Planner
- Michael J. GodfreyProgressive Financial Planning Services Inc. · Certified Financial Planner
- Bennett GordonWells Fargo Advisors Financial Network, LLC · Certified Financial Planner, Chartered Financial Analyst
- Kathleen A. GraceFiduciary Family Office, LLC · Certified Financial Planner
- Sebastien F. GruazValic Financial Advisors, Inc. · Certified Financial Planner
- Michael A. HaberFocus Partners Wealth, LLC · Certified Financial Planner
- Ryan M. HaseyLPL Financial LLC · Certified Financial Planner
- Stephen HatkerMorgan Stanley · Certified Financial Planner
- Justin R. HellerHeller Private Wealth · Certified Financial Planner, Chartered Financial Consultant
- Kristen E. HernandezAmeriprise Financial Services, LLC · Certified Financial Planner
- Zachary T. HersmanRaymond James & Associates, Inc. · Certified Financial Planner
- Nancy J. HiteOsaic Wealth, Inc. · Certified Financial Planner, Chartered Financial Consultant
- David J. HomaLPL Financial LLC · Certified Financial Planner
- James F. HoplerValic Financial Advisors, Inc. · Certified Financial Planner
- Anthony S. Hueston IVFinancial Trust Asset Management Chartered · Certified Financial Planner
- Danielle HyattStrategic Advisers LLC · Certified Financial Planner
- Aaron P. JacksonValic Financial Advisors, Inc. · Certified Financial Planner
- Craig M. JaffeUnited Capital Financial Advisors · Certified Financial Planner
- Rania C. JawdePalm Wealth Partners · Certified Financial Planner
- Michael A. JeansUnited Capital Financial Advisors · Certified Financial Planner
- Kiley A. JohansenUnited Capital Financial Advisors · Certified Financial Planner
- Travis M. JohnsonWells Fargo Advisors Financial Network, LLC · Certified Financial Planner
- Michael A. KalischBrookstone Wealth Advisors, LLC · Certified Financial Planner
- Laurie C. KamhiHightower Advisors, LLC · Certified Financial Planner
- Michael KesselWells Fargo Clearing Services, LLC · Certified Financial Planner
- Vijay K. KhetarpalLPL Financial LLC · Certified Financial Planner, Chartered Financial Consultant
- Jason KleinJ.P. Morgan Securities LLC · Certified Financial Planner
- Steven M. KobrinWells Fargo Clearing Services, LLC · Certified Financial Planner
- Cody D. KoleticSequoia Financial Group, L.L.C. · Certified Financial Planner
- Elias KontosJ.P. Morgan Securities LLC · Certified Financial Planner
- David E. KranzReshape Wealth · Certified Financial Planner
- Glen A. LadauValmark Advisers, Inc. · Certified Financial Planner
- Michael LandaProathlete Wealth Management LLC · Certified Financial Planner
- Adam LangMorgan Stanley · Certified Financial Planner
- Valerie J. Lasher-AdelmanWilliam Howard & Co. Financial Advisors, Inc. · Certified Financial Planner
- Rebecca J. LeitnerFocus Partners Wealth, LLC · Certified Financial Planner
- Andrew M. LernerAmeriprise Financial Services, LLC · Certified Financial Planner, Chartered Financial Consultant
- Nicolaas B. LetschertNoesis Capital Management Corp. · Certified Financial Planner
- Weidan LiAmeriprise Financial Services, LLC · Certified Financial Planner
- Asher LieblichCommonwealth Financial Network · Certified Financial Planner
- Wendy LiebowitzJ.P. Morgan Securities LLC · Certified Financial Planner
- Jerome B. LiebsteinEdelman Financial Engines · Certified Financial Planner, Chartered Financial Consultant
- Deborah A. LiguoriComprehensive Wealth Solutions, LLC · Certified Financial Planner
- Brandi L. LobatoEversource Wealth Advisors, LLC · Certified Financial Planner
- Roberto G. LoweWells Fargo Clearing Services, LLC · Certified Financial Planner
- Beth A. MahangerMorgan Stanley · Certified Financial Planner
- Alissa K. MaizesAmplify My Wealth · Certified Financial Planner
- Ryan G. MalfitanoAmeritas Advisory Services, LLC · Certified Financial Planner
- Anthony N. Maneri Jr.Ameriprise Financial Services, LLC · Certified Financial Planner, Chartered Financial Consultant
- Bradley M. MannLPL Financial LLC · Certified Financial Planner
- Koren S. MarinbergCetera Investment Advisers LLC · Certified Financial Planner
- Lanny K. MarksOsaic Wealth, Inc. · Certified Financial Planner
- Frank P. MarzanoWealthspire Advisors · Certified Financial Planner
- Evan J. MayerRaymond James Financial Services Advisors, Inc. · Certified Financial Planner
- John J. McAleer IVBerman McAleer · Certified Financial Planner
- Nathan McDanielCharles Schwab & Co., Inc. · Certified Financial Planner
- Ernest G. McMullenMerrill Lynch, Pierce, Fenner & Smith Incorporated · Certified Financial Planner
- Eric MechlerAlpha Zero LLC · Certified Financial Planner, Chartered Financial Consultant
- Tabitha T. MeyererFiduciary Family Office, LLC · Certified Financial Planner
- Stephanie S. MidlerWells Fargo Advisors Financial Network, LLC · Certified Financial Planner
- Robert G. MillerValmark Advisers, Inc. · Certified Financial Planner
- Scott M. MillerAmeriprise Financial Services, LLC · Certified Financial Planner
- Shelby G. MillerTeam Hewins, LLC · Certified Financial Planner
- William C. MillerValmark Advisers, Inc. · Certified Financial Planner, Chartered Financial Consultant
- Vincent C. MontantiLPL Financial LLC · Certified Financial Planner, Chartered Financial Analyst
- Richard Morgenstern&Partners · Certified Financial Planner
- Jim K. MuiJkm Wealth Management Inc. · Certified Financial Planner
- John T. Mullins Jr.Independent Financial Partners · Certified Financial Planner
- Victoria N. NabaggalaAmeriprise Financial Services, LLC · Certified Financial Planner
- Christopher E. NalleyCs Advisors Inc. · Certified Financial Planner
- Daniel B. NeumanMorgan Stanley · Certified Financial Planner
- Joseph F. NotoOsaic Wealth, Inc. · Certified Financial Planner
- Lisa M. PaczkowskiCerity Partners LLC · Certified Financial Planner
- Michael J. PaolucciAmeriprise Financial Services, LLC · Certified Financial Planner
- Joshua PasahowRaymond James & Associates, Inc. · Certified Financial Planner
- Brett A. PerlmanEdelman Financial Engines · Certified Financial Planner, Chartered Financial Consultant
- Kurt PetersonWells Fargo Advisors Financial Network, LLC · Certified Financial Planner
- Gerardo PorrazEdward Jones · Certified Financial Planner
- James A. ReevesJ.P. Morgan Securities LLC · Certified Financial Planner
- Jennifer RichardsJ.P. Morgan Securities LLC · Certified Financial Planner
- Joseph V. RicottaCitigroup Global Markets Inc. · Certified Financial Planner
- Bruce RobertsWells Fargo Advisors Financial Network, LLC · Certified Financial Planner
- Laurence P. RogersWells Fargo Clearing Services, LLC · Certified Financial Planner
- Lee E. RosenbergLPL Financial LLC · Certified Financial Planner
- Michael RossFinancial Connection, Inc. · Certified Financial Planner
- Noah RubinWells Fargo Clearing Services, LLC · Certified Financial Planner
- Philip F. RutiglianoNfsg Corporation · Certified Financial Planner
- Mark S. RyanMorgan Stanley · Certified Financial Planner
- Saralyn ScaldiniStrategic Advisers LLC · Certified Financial Planner
- Debra L. SchatzkiBpp Wealth Solutions, LLC · Certified Financial Planner
- Steven R. SchiffRaymond James Financial Services Advisors, Inc. · Certified Financial Planner
- Corey A. SchneiderMML Investors Services, LLC · Certified Financial Planner
- Kathy E. SchneiderAmeriprise Financial Services, LLC · Certified Financial Planner
- David H. SchwartzCaptrust · Certified Financial Planner
- Karl A. SchwartzTeam Hewins, LLC · Certified Financial Planner
- Patricia E. SelinJanney Montgomery Scott LLC · Certified Financial Planner
- Helen J. SemusSemus Wealth Partners, LLC · Certified Financial Planner
- Mitchel D. ShapiroCetera Investment Advisers LLC · Certified Financial Planner
- Bryan K. ShevakLPL Financial LLC · Certified Financial Planner, Chartered Financial Consultant
- Michael J. SilverBaron Silver Stevens Financial Advisors, LLC · Certified Financial Planner
- Keith E. SingerSinger Wealth Advisors LLC · Certified Financial Planner
- Jason M. SolodkinLPL Financial LLC · Certified Financial Planner
- Lisa A. SpadaWells Fargo Clearing Services, LLC · Certified Financial Planner
- Jared SpectorStrategic Advisers LLC · Certified Financial Planner
- Stephen R. SpenceNfsg Corporation · Certified Financial Planner
- David SteckerJ.P. Morgan Securities LLC · Certified Financial Planner
- Lance A. SteinkeWells Fargo Advisors Financial Network, LLC · Certified Financial Planner
- Justin M. SternBuckman Advisory Group LLC · Certified Financial Planner
- Kyle M. StevensonMorgan Stanley · Certified Financial Planner
- Tatiana StratigakiConcurrent Investment Advisors, LLC · Certified Financial Planner
- Nina SukholenkoF&V Capital Management, L.L.C. · Certified Financial Planner
- Adelle R. TanJ.P. Morgan Securities LLC · Certified Financial Planner
- Frederick H. TanCerity Partners LLC · Certified Financial Planner
- Jennifer C. TangFacet · Certified Financial Planner
- Nikol E. TennantFocus Partners Wealth, LLC · Certified Financial Planner
- Leonard J. TomsonPalm Wealth Partners · Certified Financial Planner
- Francisco J. TorresAmeriprise Financial Services, LLC · Certified Financial Planner
- Karli Vazquez-MendezNew Edge Wealth · Certified Financial Planner
- Ernest Velez Jr.Ameriprise Financial Services, LLC · Certified Financial Planner
- Alexis F. ViselmanCharles Schwab & Co., Inc. · Certified Financial Planner
- Michael F. WalstromKestra Advisory Services, LLC · Certified Financial Planner
- Jason S. WatachCetera Investment Advisers LLC · Certified Financial Planner
- Maxine S. WeinerMaxine Weiner, Cfp(R) · Certified Financial Planner
- Robert P. WeingardRaymond James & Associates, Inc. · Certified Financial Planner
- Elliot WeissmarkAmeriprise Financial Services, LLC · Certified Financial Planner
- Lee WellsMorgan Stanley · Certified Financial Planner
- Brooke B. WestTruist Advisory Services, Inc. · Certified Financial Planner
- David M. Whitman Jr.Strategic Investments & Insurance · Certified Financial Planner
- Andrew D. WilkinsKestra Private Wealth Services, LLC · Certified Financial Planner
- Joseph P. Williams Jr.Coquina Private Wealth Advisors · Certified Financial Planner, Chartered Financial Consultant
- Eli P. WolfsonValic Financial Advisors, Inc. · Certified Financial Planner
Firms with the most CFP professionals in Boca Raton
Ameriprise Financial Services, LLC 17Morgan Stanley 10J.P. Morgan Securities LLC 8LPL Financial LLC 8Wells Fargo Clearing Services, LLC 8Wells Fargo Advisors Financial Network, LLC 7Valic Financial Advisors, Inc. 6Cetera Investment Advisers LLC 4Edelman Financial Engines 4Focus Partners Wealth, LLC 4Raymond James & Associates, Inc. 4Raymond James Financial Services Advisors, Inc. 4Strategic Advisers LLC 4Baron Silver Stevens Financial Advisors, LLC 3Osaic Wealth, Inc. 3
CFP advisors in other Florida cities
All of Florida →Tampa 351Orlando 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 32Ft. Lauderdale 30
Questions
How many CFP financial advisors are in Boca Raton, FL?
179 SEC-registered investment adviser representatives at firm offices in Boca Raton, Florida list the CFP designation; Ameriprise Financial Services, LLC employs the most of them (17).
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 Boca Raton?
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.