Financial ADVSR advisor directory · SEC adviser records
CFP financial advisors in Odessa, FL
Every SEC-registered financial advisor at a firm office in Odessa who lists the Certified Financial Planner designation, A to Z.
7 CFP professionals work in Odessa; the most are at Christian Financial Advisors (1). 3 are also registered broker representatives.
CFP advisors in Odessa, A to Z
Every advisor in Odessa →- James AnnaLincoln Investment · Certified Financial Planner
- Matthew E. BarrovecchioChristian Financial Advisors · Certified Financial Planner
- James S. BremisRmr Wealth Builders, Inc. · Certified Financial Planner
- Justin R. GranitRaymond James & Associates, Inc. · Certified Financial Planner
- Taylor A. HarrounCreative Planning · Certified Financial Planner
- Steven P. SaundersFisher Investments · Certified Financial Planner
- Brandi StarrEmpower Advisory Group, LLC · Certified Financial Planner
Firms with the most CFP professionals in Odessa
Christian Financial Advisors 1Creative Planning 1Empower Advisory Group, LLC 1Fisher Investments 1Lincoln Investment 1Raymond James & Associates, Inc. 1Rmr Wealth Builders, Inc. 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 Odessa, FL?
7 SEC-registered investment adviser representatives at firm offices in Odessa, Florida list the CFP designation; Christian Financial Advisors 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 Odessa?
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.