Financial ADVSR advisor directory · SEC adviser records
CFP financial advisors in Bonita Springs, FL
Every SEC-registered financial advisor at a firm office in Bonita Springs who lists the Certified Financial Planner designation, A to Z.
The short answer
26 CFP professionals work in Bonita Springs; the most are at LPL Financial LLC (3). 15 are also registered broker representatives.
CFP advisors in Bonita Springs, A to Z
Every advisor in Bonita Springs →- Sagen R. AugustinJesurun Wealth Advisors LLC · Certified Financial Planner
- Dennis J. BaresRiver Tree Capital Management · Certified Financial Planner
- Jason D. DerosaVertis Wealth, LLC · Certified Financial Planner
- Julie A. GarberStrategic Advisers LLC · Certified Financial Planner
- Steven B. GrossRaymond James Financial Services Advisors, Inc. · Certified Financial Planner, Chartered Financial Consultant
- Paul A. HancockGenesis Wealth Planning, LLC · Certified Financial Planner
- Brian A. HansenEdward Jones · Certified Financial Planner
- Stephen A. HerringtonNova Wealth Management, Inc. · Certified Financial Planner
- Dennis B. HesselinkOsaic Wealth, Inc. · Certified Financial Planner, Chartered Financial Consultant
- John A. HochstrasserMorgan Stanley · Certified Financial Planner
- Frank R. HujsaRaymond James Financial Services Advisors, Inc. · Certified Financial Planner
- Steven D. LandisPortfolio Medics, LLC · Certified Financial Planner
- Jaslyn MarquesF L Putnam Investment Management Co. · Certified Financial Planner
- Mark A. MatosLPL Financial LLC · Certified Financial Planner, Chartered Financial Consultant
- Gary W. MedleyLPL Financial LLC · Certified Financial Planner
- Steven T. MerkelCiccarelli Advisory Services Inc. · Certified Financial Planner, Chartered Financial Consultant
- Michelle L. MinisciLPL Financial LLC · Certified Financial Planner
- Dexter MorseCovenant Asset Management, LLC · Certified Financial Planner
- Susan A. MyersMML Investors Services, LLC · Certified Financial Planner
- Amy NovakovichNova Wealth Management, Inc. · Certified Financial Planner
- Nelson PereiraNaples Wealth Planning · Certified Financial Planner
- Stephen F. PollOsaic Wealth, Inc. · Certified Financial Planner
- Dustin C. RinaldiRinaldi Wealth Management, Inc. · Certified Financial Planner
- Donald J. SettinaKestra Advisory Services, LLC · Certified Financial Planner
- Kyle TerzakEdward Jones · Certified Financial Planner, Chartered Financial Consultant
- William T. ZaikaFarther · Certified Financial Planner
Firms with the most CFP professionals in Bonita Springs
LPL Financial LLC 3Edward Jones 2Nova Wealth Management, Inc. 2Osaic Wealth, Inc. 2Raymond James Financial Services Advisors, Inc. 2Ciccarelli Advisory Services Inc. 1Covenant Asset Management, LLC 1F L Putnam Investment Management Co. 1Farther 1Genesis Wealth Planning, LLC 1Jesurun Wealth Advisors LLC 1Kestra Advisory Services, LLC 1MML Investors Services, LLC 1Morgan Stanley 1Naples Wealth Planning 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 Bonita Springs, FL?
26 SEC-registered investment adviser representatives at firm offices in Bonita Springs, Florida list the CFP designation; LPL Financial LLC employs the most of them (3).
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 Bonita Springs?
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.