Financial ADVSR advisor directory · SEC adviser records
CFP financial advisors in Coral Gables, FL
Every SEC-registered financial advisor at a firm office in Coral Gables who lists the Certified Financial Planner designation, A to Z.
96 CFP professionals work in Coral Gables; the most are at Evensky & Katz/Foldes Wealth Management (19). 45 are also registered broker representatives.
CFP advisors in Coral Gables, A to Z
Every advisor in Coral Gables →- Denise M. Abi-FadelMML Investors Services, LLC · Certified Financial Planner
- Carlos AguiarJ.P. Morgan Securities LLC · Certified Financial Planner
- Jorge A. AguilarWells Fargo Clearing Services, LLC · Certified Financial Planner
- Roxanne L. AlexanderEvensky & Katz/Foldes Wealth Management · Certified Financial Planner
- Michael R. AntczakEvensky & Katz/Foldes Wealth Management · Certified Financial Planner
- Daniel A. ArucaMorgan Stanley · Certified Financial Planner
- Jason G. AuricchioMML Investors Services, LLC · Certified Financial Planner, Chartered Financial Consultant
- Prescott A. BarkowRaymond James & Associates, Inc. · Certified Financial Planner
- Claudia M. BatlleSeaview Investment Managers LLC · Certified Financial Planner
- Anne E. BednarzEvensky & Katz/Foldes Wealth Management · Certified Financial Planner
- Stuart A. BerryTruist Advisory Services, Inc. · Certified Financial Planner
- Linda L. BooneMeira Wealth · Certified Financial Planner
- Christopher S. CallawayIndependent Financial Partners · Certified Financial Planner
- Michael CalvoRaymond James & Associates, Inc. · Certified Financial Planner
- Marcus CarbajalEvensky & Katz/Foldes Wealth Management · Certified Financial Planner
- Louis B. Carpenter IIIAzzendo Wealth Advisors · Certified Financial Planner
- Asher B. CarrellEvensky & Katz/Foldes Wealth Management · Certified Financial Planner
- Eduardo M. CarrenoMorgan Stanley · Certified Financial Planner
- Jorge P. CasariegoNorthwestern Mutual Investment Services, LLC · Certified Financial Planner, Chartered Financial Consultant
- Oui S. CoulsonOppenheimer & Co. Inc. · Certified Financial Planner
- Brandon A. DiazEntelevest, LLC · Certified Financial Planner
- Remy A. DouCambridge Investment Research Advisors, Inc. · Certified Financial Planner
- Sergio V. EstefanoBradesco Global Advisors · Certified Financial Planner
- Alejandro FernandezAlternative Finance LLC · Certified Financial Planner
- Joseph A. FernandezInvenio Wealth Partners, LLC · Certified Financial Planner
- Daniel A. FinkleHornor, Townsend & Kent, LLC · Certified Financial Planner
- Steven M. FoldesEvensky & Katz/Foldes Wealth Management · Certified Financial Planner
- Catalina M. Franco-CiceroMeira Wealth · Certified Financial Planner
- Taylor M. GangEvensky & Katz/Foldes Wealth Management · Certified Financial Planner
- David L. GarciaEvensky & Katz/Foldes Wealth Management · Certified Financial Planner
- Douglas A. GoldsteinPortfolio Resources Advisor Group, Inc. · Certified Financial Planner
- Dorian GonzalezOppenheimer & Co. Inc. · Certified Financial Planner
- Eduardo A. GonzalezMariner · Certified Financial Planner
- Nancy S. GreenWells Fargo Clearing Services, LLC · Certified Financial Planner
- Lonny S. GreenbergMariner · Certified Financial Planner
- Alyssa GuerraCastleview Partners, LLC · Certified Financial Planner
- Israel Guitian Jr.Guitian Wealth Management, LLC · Certified Financial Planner, Chartered Financial Consultant
- Juan P. HanuszkiewiczEntelevest, LLC · Certified Financial Planner, Chartered Financial Consultant
- Katherine L. HartLPL Financial LLC · Certified Financial Planner
- James A. HeilmanTruist Advisory Services, Inc. · Certified Financial Planner
- Brett C. HixonKirtland Financial Management, Inc. · Certified Financial Planner
- Michael D. HoeflingerEvensky & Katz/Foldes Wealth Management · Certified Financial Planner
- Brett D. HorowitzEvensky & Katz/Foldes Wealth Management · Certified Financial Planner
- Raul A. IsernLPL Financial LLC · Certified Financial Planner
- Lane M. JonesEvensky & Katz/Foldes Wealth Management · Certified Financial Planner, Chartered Financial Analyst
- Joseph C. KelloggWe Family Offices · Certified Financial Planner
- Deana L. KellyEvensky & Katz/Foldes Wealth Management · Certified Financial Planner
- Elaine King FuentesFamily And Money Matters · Certified Financial Planner
- Tracy A. KramerRaymond James & Associates, Inc. · Certified Financial Planner
- Mitchell LamchickMorgan Stanley · Certified Financial Planner
- Flavio G. LandivarEvensky & Katz/Foldes Wealth Management · Certified Financial Planner
- Alicia LlamazaresStrategic Advisers LLC · Certified Financial Planner
- Diane M. MacpheeComprehensive Money Management Services LLC · Certified Financial Planner
- Freddy J. MartinezForem Investments LLC · Certified Financial Planner
- Charles J. MayUBS Financial Services Inc. · Certified Financial Planner
- Matthew A. McGrathEvensky & Katz/Foldes Wealth Management · Certified Financial Planner
- Michael McNameeRaymond James & Associates, Inc. · Certified Financial Planner
- Cristina B. MendezInsigneo Advisory Services, LLC · Certified Financial Planner
- Daniel MesaBeacon Global Advisor Network, LLC · Certified Financial Planner
- Ruben M. MillaresArax Advisory Partners · Certified Financial Planner, Personal Financial Specialist
- David V. Montes De OcaNorthwestern Mutual Investment Services, LLC · Certified Financial Planner
- Joshua D. MungavinEvensky & Katz/Foldes Wealth Management · Certified Financial Planner
- Heriberto MuroWells Fargo Clearing Services, LLC · Certified Financial Planner
- Denise A. NegronAmerant Investments, Inc. · Certified Financial Planner
- William R. NeubauerComprehensive Money Management Services LLC · Certified Financial Planner
- Alfredo Oliva Jr.Advisuite · Certified Financial Planner
- Diana J. OreaStrategic Advisers LLC · Certified Financial Planner
- Daniel R. OronaStonewealth Advisors, LLC · Certified Financial Planner
- Jorge PadillaMeira Wealth · Certified Financial Planner
- Catherina M. ParetoAzzendo Wealth Advisors · Certified Financial Planner
- Krystine I. PeredaRaymond James & Associates, Inc. · Certified Financial Planner
- Daniel PerezStrategic Advisers LLC · Certified Financial Planner
- Yvonne K. PlachyLPL Financial LLC · Certified Financial Planner
- Paola A. RamosMariner · Certified Financial Planner
- Suhey M. Rios PerezMutual Of Omaha Investor Services, Inc. · Certified Financial Planner
- Bradley M. RodgersCharles Schwab & Co., Inc. · Certified Financial Planner
- Carlos A. RodriguezEdelman Financial Engines · Certified Financial Planner
- Daniel A. RodriguezRaymond James & Associates, Inc. · Certified Financial Planner
- Jose O. RodriguezInsigneo Advisory Services, LLC · Certified Financial Planner
- Alejandro J. RuizEvensky & Katz/Foldes Wealth Management · Certified Financial Planner
- Charles B. SachsMariner Independent · Certified Financial Planner
- Stephen S. SchaeferUBS Financial Services Inc. · Certified Financial Planner
- Marcos A. SegreraEvensky & Katz/Foldes Wealth Management · Certified Financial Planner
- John W. SheaGenesis Wealth Management, Inc. · Certified Financial Planner, Chartered Financial Consultant
- Marc H. SingerMariner · Certified Financial Planner
- Katherine Sojo-TrujilloEvensky & Katz/Foldes Wealth Management · Certified Financial Planner
- Margaret C. StarnerRaymond James & Associates, Inc. · Certified Financial Planner
- Talha G. SyedStonewealth Advisors, LLC · Certified Financial Planner
- Anthony TaboadaWe Family Offices · Certified Financial Planner
- Jennifer R. TaubShaw Financial Solutions LLC · Certified Financial Planner
- Sandra L. TaylorCharles Schwab & Co., Inc. · Certified Financial Planner
- Joseph M. TribuianiEvensky & Katz/Foldes Wealth Management · Certified Financial Planner
- Rachel WeissRaymond James & Associates, Inc. · Certified Financial Planner
- Faith R. XenosMariner · Certified Financial Planner
- Mario YngertoGenesis Wealth Management, Inc. · Certified Financial Planner
- Alejandro ZayasMariner · Certified Financial Planner
Firms with the most CFP professionals in Coral Gables
Evensky & Katz/Foldes Wealth Management 19Raymond James & Associates, Inc. 8Mariner 6LPL Financial LLC 3Meira Wealth 3Morgan Stanley 3Strategic Advisers LLC 3Wells Fargo Clearing Services, LLC 3Azzendo Wealth Advisors 2Charles Schwab & Co., Inc. 2Comprehensive Money Management Services LLC 2Entelevest, LLC 2Genesis Wealth Management, Inc. 2Insigneo Advisory Services, LLC 2MML Investors Services, LLC 2
CFP advisors in other Florida cities
All of Florida →Tampa 351Boca Raton 179Orlando 175Palm Beach Gardens 163Sarasota 161Naples 155Jacksonville 137Miami 118St. 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 Coral Gables, FL?
96 SEC-registered investment adviser representatives at firm offices in Coral Gables, Florida list the CFP designation; Evensky & Katz/Foldes Wealth Management employs the most of them (19).
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 Coral Gables?
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.