Financial ADVSR advisor directory · SEC adviser records
CFP financial advisors in Clearwater, FL
Every SEC-registered financial advisor at a firm office in Clearwater who lists the Certified Financial Planner designation, A to Z.
79 CFP professionals work in Clearwater; the most are at Provise Management Group, LLC (15). 48 are also registered broker representatives.
CFP advisors in Clearwater, A to Z
Every advisor in Clearwater →- Anthony L. BattagliaEdward Jones · Certified Financial Planner
- David L. BennettUnify Financial Advisors · Certified Financial Planner
- Jon M. BrethauerProvise Management Group, LLC · Certified Financial Planner
- Eric J. CaisseCsenge Advisory Group, LLC · Certified Financial Planner
- Russell J. CampbellProvise Management Group, LLC · Certified Financial Planner
- Michael T. CareyKahn Financial Group · Certified Financial Planner
- George F. Cerwin IIIOsaic Wealth, Inc. · Certified Financial Planner
- Robert N. ChiavacciRaymond James Financial Services Advisors, Inc. · Certified Financial Planner
- Allen L. Claggett IIIThe Holland Group, Retirement Wealth Advisors, LLC · Certified Financial Planner
- Benjamin T. ClarkSimplicity Wealth · Certified Financial Planner
- Sheldon Clark IIIRaymond James Financial Services Advisors, Inc. · Certified Financial Planner
- Paul CovelskiStrategic Advisers LLC · Certified Financial Planner
- Christopher E. CsengeCsenge Advisory Group, LLC · Certified Financial Planner
- John L. Csenge IIICsenge Advisory Group, LLC · Certified Financial Planner
- John L. Csenge Jr.Csenge Advisory Group, LLC · Certified Financial Planner
- Andrew CucchiaroEdward Jones · Certified Financial Planner
- Brennan M. DecimaCsenge Advisory Group, LLC · Certified Financial Planner
- Andrew M. DenisSteward Partners Investment Advisory, LLC · Certified Financial Planner
- Stephen E. DevlinLPL Financial LLC · Certified Financial Planner
- Christiana M. DirksProvise Management Group, LLC · Certified Financial Planner
- Eric R. EbbertProvise Management Group, LLC · Certified Financial Planner
- Herbert W. EngLPL Financial LLC · Certified Financial Planner
- Harley P. Evans IIISuccessful Portfolios LLC · Certified Financial Planner, Chartered Financial Analyst
- Joel L. FergusonAmeriprise Financial Services, LLC · Certified Financial Planner
- Deidre M. FernaldCambridge Investment Research Advisors, Inc. · Certified Financial Planner
- Vincent R. FerraraProvise Management Group, LLC · Certified Financial Planner
- Debra A. FieldsIndivisible Partners · Certified Financial Planner
- Jeremy J. FieldsIndivisible Partners · Certified Financial Planner
- Shon E. FlahartyFlaharty Asset Management, LLC · Certified Financial Planner
- William B. GordonKovack Advisors, Inc. · Certified Financial Planner
- Holly A. HarmanProvise Management Group, LLC · Certified Financial Planner
- Angela L. Helmus-O'BrienSteward Partners Investment Advisory, LLC · Certified Financial Planner
- Nicholas HesseEdward Jones · Certified Financial Planner
- Todd M. HoffmanSteward Partners Investment Advisory, LLC · Certified Financial Planner
- Jason L. HuntLPL Financial LLC · Certified Financial Planner
- Wendy N. HuntLPL Financial LLC · Certified Financial Planner
- Rebecca L. JohnsonAmeriprise Financial Services, LLC · Certified Financial Planner
- Carol M. JordanOsaic Wealth, Inc. · Certified Financial Planner
- Matthew J. JorySound Income Strategies, LLC · Certified Financial Planner, Chartered Financial Consultant
- David B. KahnKahn Financial Group · Certified Financial Planner
- Thomas P. KaneRaymond James Financial Services Advisors, Inc. · Certified Financial Planner
- George M. KeimRaymond James Financial Services Advisors, Inc. · Certified Financial Planner
- Derek R. KellyProvise Management Group, LLC · Certified Financial Planner
- Justin S. KetchamEdward Jones · Certified Financial Planner
- Thomas R. KnightlyAmerican Family Legacy Group · Certified Financial Planner, Chartered Financial Consultant
- Craig R. KollerIndependent Financial Partners · Certified Financial Planner
- Paul E. LentiniRaymond James & Associates, Inc. · Certified Financial Planner, Chartered Financial Consultant
- Tori C. LewisLPL Financial LLC · Certified Financial Planner
- Andrew R. MacdougallCsenge Advisory Group, LLC · Certified Financial Planner, Chartered Financial Consultant
- Ryan P. McCrereyProvise Management Group, LLC · Certified Financial Planner
- Kevin B. McCulleyIndivisible Partners · Certified Financial Planner, Chartered Financial Analyst
- Joseph R. McFaddenProvise Management Group, LLC · Certified Financial Planner, Chartered Financial Analyst
- Sean W. MoneypennyCsenge Advisory Group, LLC · Certified Financial Planner
- Nicholas C. MorrisonCsenge Advisory Group, LLC · Certified Financial Planner
- Vincent MunnoSimplicity Wealth · Certified Financial Planner
- Sydney E. NiewierskiRaymond James Financial Services Advisors, Inc. · Certified Financial Planner
- Shane D. O'HaraProvise Management Group, LLC · Certified Financial Planner
- Andrew J. OswaldFlaharty Asset Management, LLC · Certified Financial Planner
- Elena PancoBakeravenue · Certified Financial Planner
- Brian P. PetersonRaymond James Financial Services Advisors, Inc. · Certified Financial Planner
- Thomas P. PetersonRaymond James Financial Services Advisors, Inc. · Certified Financial Planner
- Stephen C. PfaffCetera Investment Advisers LLC · Certified Financial Planner
- Jonathan RichmondProvise Management Group, LLC · Certified Financial Planner
- Sandra A. RisgaardProvise Management Group, LLC · Certified Financial Planner
- Brian H. RolfeWells Fargo Clearing Services, LLC · Certified Financial Planner
- Amy P. RosaSteward Partners Investment Advisory, LLC · Certified Financial Planner
- Peter V. SerianoProvise Management Group, LLC · Certified Financial Planner
- Elyott B. SilversteinCsenge Advisory Group, LLC · Certified Financial Planner
- Oscar G. SkjaerpeProvise Management Group, LLC · Certified Financial Planner
- Jake StayerAmeriprise Financial Services, LLC · Certified Financial Planner
- David K. StitesCsenge Advisory Group, LLC · Certified Financial Planner
- Daniel M. StreetmanPatina Financial Partners, LLC · Certified Financial Planner
- Matthew J. SzabadNoble Family Wealth · Certified Financial Planner
- Tyler TrunkoAe Wealth Management, LLC · Certified Financial Planner
- Gary T. WargoCambridge Investment Research Advisors, Inc. · Certified Financial Planner
- Susan C. WashburnProvise Management Group, LLC · Certified Financial Planner
- Robert C. WaylandCambridge Investment Research Advisors, Inc. · Certified Financial Planner
- Daniel J. WendolDolphin Financial Group · Certified Financial Planner
- Greg A. WillseyNoble Family Wealth · Certified Financial Planner
Firms with the most CFP professionals in Clearwater
Provise Management Group, LLC 15Csenge Advisory Group, LLC 10Raymond James Financial Services Advisors, Inc. 7LPL Financial LLC 5Edward Jones 4Steward Partners Investment Advisory, LLC 4Ameriprise Financial Services, LLC 3Cambridge Investment Research Advisors, Inc. 3Indivisible Partners 3Flaharty Asset Management, LLC 2Kahn Financial Group 2Noble Family Wealth 2Osaic Wealth, Inc. 2Simplicity Wealth 2Ae Wealth Management, 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 81Winter 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 Clearwater, FL?
79 SEC-registered investment adviser representatives at firm offices in Clearwater, Florida list the CFP designation; Provise Management Group, LLC employs the most of them (15).
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 Clearwater?
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.