Financial ADVSR advisor directory · SEC adviser records
CFP financial advisors in Naples, FL
Every SEC-registered financial advisor at a firm office in Naples who lists the Certified Financial Planner designation, A to Z.
155 CFP professionals work in Naples; the most are at Strategic Advisers LLC (11). 92 are also registered broker representatives.
CFP advisors in Naples, A to Z
Every advisor in Naples →- Kay M. AndersonOsaic Wealth, Inc. · Certified Financial Planner
- John ArenaStrategic Advisers LLC · Certified Financial Planner, Chartered Financial Consultant
- Garrett J. AtkinsonOsaic Wealth, Inc. · Certified Financial Planner
- Adam A. AulestiaAulestia Wealth Management, Inc. · Certified Financial Planner
- Andrew C. BakerSummit Wealth Partners, LLC · Certified Financial Planner
- Devon J. BanningMoran Wealth Management, LLC · Certified Financial Planner
- John BarnesStrategic Advisers LLC · Certified Financial Planner
- Jason A. BaumCwa Asset Management Group · Certified Financial Planner, Chartered Financial Consultant, Chartered Financial Analyst
- John T. BaxaLPL Financial LLC · Certified Financial Planner
- Michael V. BellittiStrategic Advisers LLC · Certified Financial Planner, Chartered Financial Consultant
- Elizabeth A. BergStrategic Advisers LLC · Certified Financial Planner
- Denine K. BergelandMorgan Stanley · Certified Financial Planner
- Robert A. BjorkNavista Wealth Management, Inc. · Certified Financial Planner
- Scott G. BlackburnM Holdings Securities, Inc. · Certified Financial Planner
- John F. BlairCerity Partners LLC · Certified Financial Planner
- Sander D. BleusteinStrategic Advisers LLC · Certified Financial Planner
- Jaime A. BollingerSusko Wealth Advisors · Certified Financial Planner
- Michael BoneventoOsaic Wealth, Inc. · Certified Financial Planner, Chartered Financial Consultant
- Bruce J. BordelonAmeriprise Financial Services, LLC · Certified Financial Planner
- Eric K. BressmanIntegrated Wealth Concepts LLC · Certified Financial Planner
- Ozro C. BrownCreative Planning · Certified Financial Planner
- Preston C. CameJ.P. Morgan Securities LLC · Certified Financial Planner
- Matthew T. CarasRockefeller Financial LLC · Certified Financial Planner
- Mark A. CarrollLPL Enterprise, LLC · Certified Financial Planner
- Janice S. CharlesWells Fargo Clearing Services, LLC · Certified Financial Planner
- Soren T. ChristensenAdvanced Investment Management LLC · Certified Financial Planner, Chartered Financial Consultant
- Paul F. CiccarelliOsaic Wealth, Inc. · Certified Financial Planner, Chartered Financial Consultant
- John F. ClarkFocus Partners Wealth, LLC · Certified Financial Planner, Chartered Financial Analyst
- Thomas G. Collins IICwa Asset Management Group · Certified Financial Planner
- Julie C. ColucciFocus Partners Wealth, LLC · Certified Financial Planner
- Joseph M. Compitello IIMorgan Stanley · Certified Financial Planner
- Charley M. CorbettLocal Wealth Advisors · Certified Financial Planner
- James M. D'AmbrosioStrategic Advisers LLC · Certified Financial Planner
- Jeremy L. DarstekCetera Investment Advisers LLC · Certified Financial Planner
- David DarwishHbks Wealth Advisors · Certified Financial Planner
- Adam M. DayRitholtz Wealth Management · Certified Financial Planner
- Jesus M. DelgadoDelgado Private Wealth Management LLC · Certified Financial Planner
- Dawn E. DoeblerFocus Partners Wealth, LLC · Certified Financial Planner
- Kevin L. DraggooMerrill Lynch, Pierce, Fenner & Smith Incorporated · Certified Financial Planner
- Robert D. DunnServatus Capital · Certified Financial Planner
- Curt C. EdwardsLPL Financial LLC · Certified Financial Planner, Chartered Financial Consultant
- Michael EganFirst Trust Advisors LP · Certified Financial Planner
- Alexandra E. EmmaHightower Advisors, LLC · Certified Financial Planner
- Timothy D. EvansonLPL Financial LLC · Certified Financial Planner
- Ethan W. FalesSummit Financial, LLC · Certified Financial Planner
- Michael A. FeldmanHightower Advisors, LLC · Certified Financial Planner
- Mark W. FeuchtOsaic Wealth, Inc. · Certified Financial Planner
- Brian P. FischerMariner · Certified Financial Planner, Chartered Financial Analyst
- Matthew A. FossCitizens Securities, Inc. · Certified Financial Planner
- Christopher A. FragaCommonwealth Financial Network · Certified Financial Planner
- Ryan E. FrankMoran Wealth Management, LLC · Certified Financial Planner
- Douglas B. FrawleyGwn Securities Inc. · Certified Financial Planner
- Kodie S. FridleyMorgan Stanley · Certified Financial Planner
- Jeffrey M. GalatiCwa Asset Management Group · Certified Financial Planner
- Roxane Kronon GalatiCwa Asset Management Group · Certified Financial Planner
- Laura J. GerstemeierGerstemeier Financial Group,llc · Certified Financial Planner
- Harold W. GianopulosFocus Partners Wealth, LLC · Certified Financial Planner
- Edward P. GormleyLPL Financial LLC · Certified Financial Planner
- Bruce GraevLPL Financial LLC · Certified Financial Planner
- Thomas E. GraneyPlanning Alternatives Ltd. · Certified Financial Planner
- Corey GrantMoran Wealth Management, LLC · Certified Financial Planner
- Ryan M. GruberCharles Schwab & Co., Inc. · Certified Financial Planner
- Anne G. HaganSpc · Certified Financial Planner
- Tate HaireMorgan Stanley · Certified Financial Planner
- Christopher R. HardtEdward Jones · Certified Financial Planner
- Walter C. HarrisPathstone · Certified Financial Planner
- Christopher C. HarveyCharles Schwab & Co., Inc. · Certified Financial Planner
- Ryan W. HawkHbks Wealth Advisors · Certified Financial Planner
- Timothy HawkinsWealth Enhancement Advisory Services, LLC · Certified Financial Planner
- Thomas H. HenryWells Fargo Advisors Financial Network, LLC · Certified Financial Planner
- Tyler J. HolesHbks Wealth Advisors · Certified Financial Planner
- Shannon W. HollandRaymond James & Associates, Inc. · Certified Financial Planner
- Cole HughesSummit Financial, LLC · Certified Financial Planner
- Mia HyattJ.P. Morgan Securities LLC · Certified Financial Planner
- Drewry IsaacsonCwa Asset Management Group · Certified Financial Planner
- Keith M. JacobyWells Fargo Advisors Financial Network, LLC · Certified Financial Planner
- Jeffrey E. JansonFiduciary Financial Advisors · Certified Financial Planner
- Matthew J. JohnsonMoors & Cabot, Inc. · Certified Financial Planner, Chartered Financial Consultant
- Veronica L. JolliffStrategic Advisers LLC · Certified Financial Planner
- Mark E. JonesWells Fargo Advisors Financial Network, LLC · Certified Financial Planner
- Howard J. Jordan Jr.The High Net Worth Advisory Group, LLC · Certified Financial Planner
- Kim C. KantorOsaic Wealth, Inc. · Certified Financial Planner
- Ashley KarstensStrategic Advisers LLC · Certified Financial Planner
- Charles A. Kerwood IIIWaller Financial Planning Group, Inc. · Certified Financial Planner, Chartered Financial Consultant
- George N. Kiraly Jr.Lodestar Advisory Group, LLC · Certified Financial Planner
- Cain B. KobertLPL Financial LLC · Certified Financial Planner
- Bradford W. KoenemanMoneta Group Investment Advisors, LLC · Certified Financial Planner
- Joseph S. KosekOsaic Wealth, Inc. · Certified Financial Planner
- Frederick KrokenbergerFactorpoint Planning, LLC · Certified Financial Planner
- Daniel F. KuplicAmeriprise Financial Services, LLC · Certified Financial Planner
- Cynthia A. LammertJ.P. Morgan Securities LLC · Certified Financial Planner
- Thomas M. Lillard IIIMerrill Lynch, Pierce, Fenner & Smith Incorporated · Certified Financial Planner
- Patrick J. LoguePrudent Financial Planning · Certified Financial Planner
- Grayham M. LohreyCitizens Securities, Inc. · Certified Financial Planner
- James E. LoveCwa Asset Management Group · Certified Financial Planner
- Lindsay M. LynnElwood & Goetz · Certified Financial Planner
- Brian W. MalletteHbks Wealth Advisors · Certified Financial Planner
- David L. MartinRoyal Fund Management, LLC · Certified Financial Planner
- Philip G. MasiIntegrated Wealth Concepts LLC · Certified Financial Planner
- Adam G. MastersonHightower Advisors, LLC · Certified Financial Planner
- Susan K. MatlowCerity Partners LLC · Certified Financial Planner
- Steven T. MerkelOsaic Wealth, Inc. · Certified Financial Planner, Chartered Financial Consultant
- Deborah L. MinnickCwa Asset Management Group · Certified Financial Planner
- Pamela S. MitchellRaymond James & Associates, Inc. · Certified Financial Planner
- Tamar MogilskiWealth Enhancement Advisory Services, LLC · Certified Financial Planner, Chartered Financial Consultant
- Timothy S. MohnsVestgen Advisors, LLC · Certified Financial Planner
- Darin A. MorganCerity Partners LLC · Certified Financial Planner, Chartered Financial Analyst
- David T. MorganThe High Net Worth Advisory Group, LLC · Certified Financial Planner
- Lena K. MorimannoStrategic Advisers LLC · Certified Financial Planner
- Stefanie N. MurrayMoran Wealth Management, LLC · Certified Financial Planner
- Joseph W. NelsonThe Fiduciary Alliance · Certified Financial Planner
- Eric NeuwirthThe Pinnacle Financial Group · Certified Financial Planner
- Gary R. NuccioAmeriprise Financial Services, LLC · Certified Financial Planner, Chartered Financial Consultant
- Erin A. O'BrienXypn Sapphire · Certified Financial Planner
- Colin P. O'HigginsEdward Jones · Certified Financial Planner
- George M. OreficiRaymond James Financial Services Advisors, Inc. · Certified Financial Planner
- Dean A. PackardCetera Investment Advisers LLC · Certified Financial Planner
- Gerard T. PapettiKestra Advisory Services, LLC · Certified Financial Planner
- Nicholas D. PetraliaLPL Financial LLC · Certified Financial Planner
- Salvatore J. PetraliaLPL Financial LLC · Certified Financial Planner
- Ralph PicascioUBS Financial Services Inc. · Certified Financial Planner
- Aaron M. PierceTruevine Family Wealth · Certified Financial Planner
- Frederick P. PierceMorgan Stanley · Certified Financial Planner
- Mark F. PittmanWells Fargo Advisors Financial Network, LLC · Certified Financial Planner
- Jason P. PrintSummit Wealth Partners, LLC · Certified Financial Planner
- Jill C. RappsOsaic Wealth, Inc. · Certified Financial Planner
- Eric M. RobbinsEdward Jones · Certified Financial Planner
- Jason R. RundorffHbks Wealth Advisors · Certified Financial Planner
- Joseph W. RuzyckiLPL Financial LLC · Certified Financial Planner
- Thomas J. SalvinoPerformance Wealth · Certified Financial Planner
- Lester SatlowCitizens Securities, Inc. · Certified Financial Planner, Chartered Financial Analyst
- Christopher ScanlanEdward Jones · Certified Financial Planner
- Walter SchachtTruist Advisory Services, Inc. · Certified Financial Planner
- Noah A. SeidenbergInspirion Wealth Advisors, LLC · Certified Financial Planner
- Kim S. SeymourStrategic Advisers LLC · Certified Financial Planner
- Jacob D. SheltonCharles Schwab & Co., Inc. · Certified Financial Planner
- Ryan M. ShermanRockefeller Financial LLC · Certified Financial Planner
- William P. Shoaf Jr.Wells Fargo Advisors Financial Network, LLC · Certified Financial Planner
- Richard A. SimpsonMoran Wealth Management, LLC · Certified Financial Planner, Chartered Financial Consultant
- James C. SnyderIntellus Advisors, LLC · Certified Financial Planner
- Guy W. SteeleEdward Jones · Certified Financial Planner, Chartered Financial Consultant
- Nicholas J. SteinbachWells Fargo Clearing Services, LLC · Certified Financial Planner
- Jason E. StephensEvertern Wealth, LLC · Certified Financial Planner
- Ann P. StickfordWells Fargo Clearing Services, LLC · Certified Financial Planner
- Mark R. StreyCwa Asset Management Group · Certified Financial Planner
- Frank M. TaylorRBC Capital Markets, LLC · Certified Financial Planner
- Michael G. TcheyanGateway Wealth Partners, LLC · Certified Financial Planner
- Kenneth C. ThomallaMai Capital Management, LLC · Certified Financial Planner
- Pran N. TikuPeak Financial Management Inc. · Certified Financial Planner, Chartered Financial Consultant
- Joseph TrottoStrategic Advisers LLC · Certified Financial Planner
- Kelly K. WalkerNaples Global Advisors · Certified Financial Planner
- Kevin P. WalkerRaymond James & Associates, Inc. · Certified Financial Planner
- Todd M. WanglerJ. W. Cole Advisors, Inc. · Certified Financial Planner
- Ryan A. WhartonCwa Asset Management Group · Certified Financial Planner
- Mark H. WingerdLPL Financial LLC · Certified Financial Planner
Firms with the most CFP professionals in Naples
Strategic Advisers LLC 11LPL Financial LLC 10Cwa Asset Management Group 9Osaic Wealth, Inc. 9Edward Jones 5Hbks Wealth Advisors 5Moran Wealth Management, LLC 5Morgan Stanley 5Wells Fargo Advisors Financial Network, LLC 5Focus Partners Wealth, LLC 4Ameriprise Financial Services, LLC 3Cerity Partners LLC 3Charles Schwab & Co., Inc. 3Ciccarelli Advisory Services Inc. 3Citizens Securities, Inc. 3
CFP advisors in other Florida cities
All of Florida →Tampa 351Boca Raton 179Orlando 175Palm Beach Gardens 163Sarasota 161Jacksonville 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 32Ft. Lauderdale 30
Questions
How many CFP financial advisors are in Naples, FL?
155 SEC-registered investment adviser representatives at firm offices in Naples, Florida list the CFP designation; Strategic Advisers LLC employs the most of them (11).
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 Naples?
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.