Financial ADVSR advisor directory · SEC adviser records
CFP financial advisors in Boynton Beach, FL
Every SEC-registered financial advisor at a firm office in Boynton Beach who lists the Certified Financial Planner designation, A to Z.
20 CFP professionals work in Boynton Beach; the most are at Materetsky Financial Group (3). 13 are also registered broker representatives.
CFP advisors in Boynton Beach, A to Z
Every advisor in Boynton Beach →- Ralph AchilleAchilles Wealth Management, LLC · Certified Financial Planner
- Samantha L. BeauvaisBetterment · Certified Financial Planner
- Paula C. BrancatoMML Investors Services, LLC · Certified Financial Planner
- Serena CravenOnepoint Bfg Wealth Partners · Certified Financial Planner
- Melissa A. GannonCastle Wealth Management · Certified Financial Planner
- Michael S. GreenbergGreenberg Financial Group · Certified Financial Planner
- Vyacheslav KuzminRaymond James & Associates, Inc. · Certified Financial Planner
- Edward H. MaassCommonwealth Financial Network · Certified Financial Planner, Chartered Financial Consultant
- Ira S. MateretskyMateretsky Financial Group · Certified Financial Planner
- Alan K. ModestLPL Financial LLC · Certified Financial Planner
- Ariel E. MoyanoLegacy Wealth Management, LLC · Certified Financial Planner
- Janet L. MunceLPL Financial LLC · Certified Financial Planner
- David A. NewmanAmeriprise Financial Services, LLC · Certified Financial Planner
- David A. SacksStrategic Advisers LLC · Certified Financial Planner
- Jacob S. SafrinPark Avenue Securities LLC · Certified Financial Planner, Chartered Financial Consultant
- Lee M. TurmailAmeriprise Financial Services, LLC · Certified Financial Planner
- Lary M. WeintraubSynergy Financial Partners, LLC · Certified Financial Planner
- Matthew J. WelshMateretsky Financial Group · Certified Financial Planner
- Christina L. WorleyCastle Wealth Management · Certified Financial Planner, Personal Financial Specialist, Chartered Financial Analyst
- Michael D. WrightMateretsky Financial Group · Certified Financial Planner
Firms with the most CFP professionals in Boynton Beach
Materetsky Financial Group 3Ameriprise Financial Services, LLC 2Castle Wealth Management 2LPL Financial LLC 2Achilles Wealth Management, LLC 1Betterment 1Commonwealth Financial Network 1Greenberg Financial Group 1Legacy Wealth Management, LLC 1MML Investors Services, LLC 1Onepoint Bfg Wealth Partners 1Park Avenue Securities LLC 1Raymond James & Associates, Inc. 1Strategic Advisers LLC 1Synergy Financial Partners, LLC 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 Boynton Beach, FL?
20 SEC-registered investment adviser representatives at firm offices in Boynton Beach, Florida list the CFP designation; Materetsky Financial Group 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 Boynton Beach?
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.