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Financial ADVSR advisor directory · SEC adviser records

CFP financial advisors in Gulf Breeze, FL

Every SEC-registered financial advisor at a firm office in Gulf Breeze who lists the Certified Financial Planner designation, A to Z.

5 CFP professionals work in Gulf Breeze; the most are at Edward Jones (1). 1 are also registered broker representatives.

CFP advisors in Gulf Breeze, A to Z

Every advisor in Gulf Breeze →

Firms with the most CFP professionals in Gulf Breeze

Edward Jones 1Fruitful 1Hale & Doerr Wealth Management LLC 1Optivise Advisory Services LLC 1Pure 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 Gulf Breeze, FL?

5 SEC-registered investment adviser representatives at firm offices in Gulf Breeze, Florida list the CFP designation; Edward Jones employs the most of them (1).

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 Gulf Breeze?

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.