Financial ADVSR advisor directory · SEC adviser records
CFP financial advisors in Estero, FL
Every SEC-registered financial advisor at a firm office in Estero who lists the Certified Financial Planner designation, A to Z.
17 CFP professionals work in Estero; the most are at Pruitt Richmond Wealth Management LLC (3). 7 are also registered broker representatives.
CFP advisors in Estero, A to Z
Every advisor in Estero →- Wilfred J. Brockman Jr.Cambridge Investment Research Advisors, Inc. · Certified Financial Planner
- Mark BrownAusdal Financial Partners, Inc. · Certified Financial Planner
- Phillip R. EvansValeo Financial Advisors, LLC · Certified Financial Planner
- Blake D. FlandersMomentum Wealth Planning · Certified Financial Planner
- Peter J. Haack Jr.Morgan Stanley · Certified Financial Planner
- Elvis MedicaCetera Investment Advisers LLC · Certified Financial Planner
- Peter T. NguyenCharles Schwab & Co., Inc. · Certified Financial Planner
- Brendan T. O'ConnorOsaic Wealth, Inc. · Certified Financial Planner
- Thomas L. PatriccaTlp Financial Services, Inc. · Certified Financial Planner
- Susan M. PriemCommonwealth Financial Network · Certified Financial Planner
- Mitchell H. PruittPruitt Richmond Wealth Management LLC · Certified Financial Planner
- Wesley J. PruittPruitt Richmond Wealth Management LLC · Certified Financial Planner
- Leo E. RennerMeritum Wealth Management LLC · Certified Financial Planner
- Jason A. RichmondPruitt Richmond Wealth Management LLC · Certified Financial Planner
- Ryan P. RocuantMutual Trust Advisory Group · Certified Financial Planner
- Scott R. SchatzleMutual Trust Advisory Group · Certified Financial Planner
- Mark E. WinlandFocus Partners Wealth, LLC · Certified Financial Planner
Firms with the most CFP professionals in Estero
Pruitt Richmond Wealth Management LLC 3Mutual Trust Advisory Group 2Ausdal Financial Partners, Inc. 1Cambridge Investment Research Advisors, Inc. 1Cetera Investment Advisers LLC 1Charles Schwab & Co., Inc. 1Commonwealth Financial Network 1Focus Partners Wealth, LLC 1Meritum Wealth Management LLC 1Momentum Wealth Planning 1Morgan Stanley 1Osaic Wealth, Inc. 1Tlp Financial Services, Inc. 1Valeo Financial Advisors, 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 Estero, FL?
17 SEC-registered investment adviser representatives at firm offices in Estero, Florida list the CFP designation; Pruitt Richmond Wealth Management 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 Estero?
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.