Sunday, October 25, 2026The Morning EditionOpen AtlasSign inJoin free
FinancialADVSR

Est. 2026The front page of wealth managementNew York

The Morning EditionFree · 6:30 AM ETSubscribe
4K 55ip Expands Unified Managed Accounts with BlackRockRB Schwab trumpeted Anthropic's Claude for all 16,000 of its RIAs, but a 20-seat enterprise minimum suddenly sidelines 11,000-plus small firms -- right before IMPACT 20264K Social Security Database Cleanup Corrects 50 Million RecordsFP Do smaller RIAs really need to own their data?RB Bank of America analyst 'double' slams Ameriprise not least because RIA 'structural' advantage triggered proactive in-house retention bonuses that take a bite out of margins and may not retain big teams long-termIN Trump to ease 50% Canada tariffs on farm equipment, packaging goodsWM The New Rules of Record Keeper SelectionWM SEC Examiners' 2027 Focus Includes Firms' Protections Against AI Phishing, DeepfakesIN People moves: RBC taps Raymond James veteran for Texas complexWM Lido CEO Signals Openness to International Expansion

Financial ADVSR advisor directory · SEC adviser records

CFP financial advisors in Juno Beach, FL

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

The short answer

1 CFP advisor work in Juno Beach; the most are at Tak Advisory (1). 0 are also registered broker representatives.

CFP advisors in Juno Beach, A to Z

Every advisor in Juno Beach →

Firms with the most CFP professionals in Juno Beach

Tak Advisory 1

CFP advisors in other Florida cities

All of Florida →

Tampa 339Boca Raton 186Palm Beach Gardens 170Orlando 167Sarasota 151Naples 145Jacksonville 132Miami 117Coral Gables 98St. Petersburg 88Clearwater 84West Palm Beach 77Winter Park 74Fort Lauderdale 65Fort Myers 47Melbourne 47Ponte Vedra Beach 46Bradenton 38Tallahassee 37Jupiter 35Lakewood Ranch 35Lakeland 33Stuart 33Plantation 32

Questions

How many CFP financial advisors are in Juno Beach, FL?

1 SEC-registered investment adviser representatives at firm offices in Juno Beach, Florida list the CFP designation; Tak Advisory 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 Juno 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.