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Financial ADVSR advisor directory · SEC adviser records

CFP financial advisors in Miami Beach, FL

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

The short answer

10 CFP professionals work in Miami Beach; the most are at Rose Capital Advisors, LLC (2). 4 are also registered broker representatives.

CFP advisors in Miami Beach, A to Z

Every advisor in Miami Beach →
  • Neil A. CainCapital Financial Planners LLC · Certified Financial Planner
  • Daniele GhiottiVesta Wealth Management, LLC · Certified Financial Planner, Chartered Financial Analyst
  • Jamel GordonRose Capital Advisors, LLC · Certified Financial Planner
  • Lawrence O. KaminLk Financial Planning LLC · Certified Financial Planner
  • Alexander G. KondeasFierce Financial Group LLC · Certified Financial Planner, Chartered Financial Analyst
  • Sean D. O'HigginsOhiggins Asset Management Inc. · Certified Financial Planner
  • Shaun D. PattersonWorld Investment Advisors, LLC · Certified Financial Planner
  • Michael J. RoseRose Capital Advisors, LLC · Certified Financial Planner
  • Lawrence J. WellerEcf Wealth, Inc. · Certified Financial Planner, Chartered Financial Consultant
  • Daniel H. WhiteUBS Financial Services Inc. · Certified Financial Planner

Firms with the most CFP professionals in Miami Beach

Rose Capital Advisors, LLC 2Capital Financial Planners LLC 1Ecf Wealth, Inc. 1Fierce Financial Group LLC 1Lk Financial Planning LLC 1Ohiggins Asset Management Inc. 1UBS Financial Services Inc. 1Vesta Wealth Management, LLC 1World Investment 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 Miami Beach, FL?

10 SEC-registered investment adviser representatives at firm offices in Miami Beach, Florida list the CFP designation; Rose Capital Advisors, LLC employs the most of them (2).

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 Miami 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.