Financial ADVSR advisor directory · SEC adviser records
CFP financial advisors in Orlando, FL
Every SEC-registered financial advisor at a firm office in Orlando who lists the Certified Financial Planner designation, A to Z.
175 CFP professionals work in Orlando; the most are at Schwab Wealth Advisory, Inc. (47). 125 are also registered broker representatives.
CFP advisors in Orlando, A to Z
Every advisor in Orlando →- Jason S. AdamsTripletail Wealth Management · Certified Financial Planner
- Dylan AllredSchwab Wealth Advisory, Inc. · Certified Financial Planner
- Francesco AmatoSchwab Wealth Advisory, Inc. · Certified Financial Planner, Chartered Financial Analyst
- Gregory J. AndersonSchwab Wealth Advisory, Inc. · Certified Financial Planner
- Michael E. AndersonCommonwealth Financial Network · Certified Financial Planner
- Steven B. AndersonCwm, LLC · Certified Financial Planner
- Rene E. ArandaSchwab Wealth Advisory, Inc. · Certified Financial Planner
- James R. AshbridgeSchwab Wealth Advisory, Inc. · Certified Financial Planner
- Joellene R. AylorHightower Advisors, LLC · Certified Financial Planner
- Taylor AyresSchwab Wealth Advisory, Inc. · Certified Financial Planner
- Bradley N. BaltmanSchwab Wealth Advisory, Inc. · Certified Financial Planner
- Matthew BeamSchwab Wealth Advisory, Inc. · Certified Financial Planner, Chartered Financial Analyst
- Ryan BeesmerSchwab Wealth Advisory, Inc. · Certified Financial Planner
- David M. BilkaRaymond James Financial Services Advisors, Inc. · Certified Financial Planner
- Marina T. BordenCharles Schwab & Co., Inc. · Certified Financial Planner
- Brad L. BradleySchwab Wealth Advisory, Inc. · Certified Financial Planner
- Austin A. BraunRaymond James Financial Services Advisors, Inc. · Certified Financial Planner
- Adam S. BreazealeSchwab Wealth Advisory, Inc. · Certified Financial Planner
- Bradley W. BresciaMoisand Fitzgerald Tamayo, LLC · Certified Financial Planner
- Matthew D. BucklandEdward Jones · Certified Financial Planner
- Natalie E. CampeseHightower Advisors, LLC · Certified Financial Planner
- Emanuel Candelario PadillaSchwab Wealth Advisory, Inc. · Certified Financial Planner, Chartered Financial Consultant
- Jacob N. CarrisJake Carris Financial Planning · Certified Financial Planner, Chartered Financial Analyst
- Sean J. CavanaughLPL Financial LLC · Certified Financial Planner, Chartered Financial Consultant
- Derrick B. ChandlerMoisand Fitzgerald Tamayo, LLC · Certified Financial Planner
- David ChinGlobal Assets Advisory, LLC · Certified Financial Planner
- Darren P. ClarkSchwab Wealth Advisory, Inc. · Certified Financial Planner
- Michael D. ClarkRaymond James Financial Services Advisors, Inc. · Certified Financial Planner
- Renee A. CooperSchwab Wealth Advisory, Inc. · Certified Financial Planner
- Joseph L. Crain IIILPL Financial LLC · Certified Financial Planner
- Gabor N. CsizmadiaEdward Jones · Certified Financial Planner
- Christopher D. DaleLife After Grief Financial Planning · Certified Financial Planner
- Travis DamonJ.P. Morgan Securities LLC · Certified Financial Planner
- Amy L. DavisHightower Advisors, LLC · Certified Financial Planner
- Michael H. DavisHightower Advisors, LLC · Certified Financial Planner
- Brett A. Decker IISchwab Wealth Advisory, Inc. · Certified Financial Planner
- Theotime R. DesmulierSchwab Wealth Advisory, Inc. · Certified Financial Planner
- Kristina M. DhountalEdward Jones · Certified Financial Planner, Chartered Financial Consultant
- Brian J. DostSchwab Wealth Advisory, Inc. · Certified Financial Planner
- Isabel L. DueriJ.P. Morgan Securities LLC · Certified Financial Planner
- Kevin J. DunleavyFreedom Financial Management, Inc. · Certified Financial Planner
- Matthew DurrantSchwab Wealth Advisory, Inc. · Certified Financial Planner
- Marco A. EscobarSchwab Wealth Advisory, Inc. · Certified Financial Planner
- Ryan P. EvansKestra Advisory Services, LLC · Certified Financial Planner
- Brandon S. FalbeForvis Mazars Wealth Advisors, LLC · Certified Financial Planner
- Katie L. FergusonSchwab Wealth Advisory, Inc. · Certified Financial Planner
- Charles E. Fitzgerald IIIMoisand Fitzgerald Tamayo, LLC · Certified Financial Planner
- Karen J. FlynnRaymond James Financial Services Advisors, Inc. · Certified Financial Planner
- Dennis E. GagnonNon-Traditional Wealth Management, LLC · Certified Financial Planner
- Nicolas Garcia LopezSchwab Wealth Advisory, Inc. · Certified Financial Planner
- Erin M. GarmonValic Financial Advisors, Inc. · Certified Financial Planner
- Casandra A. GarrettMoisand Fitzgerald Tamayo, LLC · Certified Financial Planner
- Jeffrey A. GeorgeTao Financial · Certified Financial Planner, Chartered Financial Analyst
- Henry D. Gibson-GarciaG4 Financial Planning, LLC · Certified Financial Planner
- Matthew G. GilesStructure Wealth Partners LLC · Certified Financial Planner
- Daniel R. GreenWells Fargo Clearing Services, LLC · Certified Financial Planner
- Nathan A. GreenCharles Schwab & Co., Inc. · Certified Financial Planner
- Ronald J. Gruninger IIIMML Investors Services, LLC · Certified Financial Planner
- Emanuel T. GuillenSchwab Wealth Advisory, Inc. · Certified Financial Planner
- William M. GuinnSchwab Wealth Advisory, Inc. · Certified Financial Planner
- Keith L. HaskellDobson Street LLC · Certified Financial Planner
- Luz D. Hernandez FortisSchwab Wealth Advisory, Inc. · Certified Financial Planner
- Sarah C. HerndonWells Fargo Advisors Financial Network, LLC · Certified Financial Planner
- Chase A. HillSchwab Wealth Advisory, Inc. · Certified Financial Planner
- David M. HillRaymond James & Associates, Inc. · Certified Financial Planner
- Eric J. HoebbelAmerican Harbour Wealth Management, LLC · Certified Financial Planner
- Mark S. HoplerAmeriprise Financial Services, LLC · Certified Financial Planner
- Dennis J. HuntMoisand Fitzgerald Tamayo, LLC · Certified Financial Planner
- Henry G. IlyasovCharles Schwab & Co., Inc. · Certified Financial Planner
- Daniel A. IosueLincoln Investment · Certified Financial Planner
- Donald C. JacobsLPL Enterprise, LLC · Certified Financial Planner, Chartered Financial Consultant
- Lawrence JohnsonLPL Enterprise, LLC · Certified Financial Planner
- Chelsea K. JonesPhysician Family Financial Advisors Inc. · Certified Financial Planner
- Arun K. KaushalDas Wealth Management · Certified Financial Planner
- Michael E. Kelley IIEdward Jones · Certified Financial Planner
- Michelle KleinWealthera Financial Planning · Certified Financial Planner
- Jerry A. Klusener Jr.International Assets Investment Management, LLC · Certified Financial Planner
- Timothy A. KoerperWells Fargo Clearing Services, LLC · Certified Financial Planner
- Michael C. KovaleskiWells Fargo Advisors Financial Network, LLC · Certified Financial Planner
- Erich J. KrzyzakWells Fargo Clearing Services, LLC · Certified Financial Planner
- Bradley R. LacoreCogent Private Wealth · Certified Financial Planner
- Jacob W. LandHightower Advisors, LLC · Certified Financial Planner
- Joel A. LarsenCwm, LLC · Certified Financial Planner
- Micah D. LarsonLPL Financial LLC · Certified Financial Planner
- Blake LeaSchwab Wealth Advisory, Inc. · Certified Financial Planner
- Kirill LeonovStrategic Advisers LLC · Certified Financial Planner
- Tyler J. LeveSchwab Wealth Advisory, Inc. · Certified Financial Planner
- Matteo LiccardoSchwab Wealth Advisory, Inc. · Certified Financial Planner
- Svetlana LightEdward Jones · Certified Financial Planner
- Xiaping LinCharles Schwab & Co., Inc. · Certified Financial Planner
- Thomas L. LucasMoisand Fitzgerald Tamayo, LLC · Certified Financial Planner
- Brandon MachoSchwab Wealth Advisory, Inc. · Certified Financial Planner
- Kacper MajerczykSchwab Wealth Advisory, Inc. · Certified Financial Planner
- Sean MallonSchwab Wealth Advisory, Inc. · Certified Financial Planner
- Nicholas R. MansonIndependent Financial Partners · Certified Financial Planner
- Dominic C. MarcoSchwab Wealth Advisory, Inc. · Certified Financial Planner
- Julianne N. MarrieBiltmore Family Office, LLC · Certified Financial Planner
- Celestin A. MartinStrategic Advisers LLC · Certified Financial Planner
- Sandra S. MartinRaymond James & Associates, Inc. · Certified Financial Planner
- Christene M. MaskalSchwab Wealth Advisory, Inc. · Certified Financial Planner
- Edward A. McDonoughMcDonough Capital Management, Inc. · Certified Financial Planner
- Shannon A. McDonoughMcDonough Capital Management, Inc. · Certified Financial Planner
- Benjamin McNettSchwab Wealth Advisory, Inc. · Certified Financial Planner
- Alexander MeleisSchwab Wealth Advisory, Inc. · Certified Financial Planner, Chartered Financial Analyst
- Lilian R. MesquitaFirst Command Advisory Services · Certified Financial Planner
- John P. MillerInternational Assets Investment Management, LLC · Certified Financial Planner
- Michael W. MillerJ.P. Morgan Securities LLC · Certified Financial Planner
- Daniel B. MoisandMoisand Fitzgerald Tamayo, LLC · Certified Financial Planner
- Drew MoomawWells Fargo Advisors Financial Network, LLC · Certified Financial Planner
- Angela M. MooreFruitful · Certified Financial Planner
- Aldrena R. MorrisCharles Schwab & Co., Inc. · Certified Financial Planner
- Donovan E. MufdiRaymond James Financial Services Advisors, Inc. · Certified Financial Planner
- Heather S. MulcahyHightower Advisors, LLC · Certified Financial Planner
- Robert M. NejmanTruist Advisory Services, Inc. · Certified Financial Planner
- Anne K. NemethSchwab Wealth Advisory, Inc. · Certified Financial Planner
- Andrew B. NiklausRaymond James Financial Services Advisors, Inc. · Certified Financial Planner
- Ryan E. OsborneMoisand Fitzgerald Tamayo, LLC · Certified Financial Planner
- Chang OsurmanCharles Schwab & Co., Inc. · Certified Financial Planner
- William E. PalmerAllegiance Wealth Management, Inc. · Certified Financial Planner, Chartered Financial Consultant, Personal Financial Specialist
- Linda PalonenHightower Advisors, LLC · Certified Financial Planner
- Richard H. PanchookianWorld Investment Advisors, LLC · Certified Financial Planner
- Kenneth W. PattonOsaic Wealth, Inc. · Certified Financial Planner
- Scott R. PerroneAdvisory Services Network · Certified Financial Planner
- Gregory PienkoszWells Fargo Clearing Services, LLC · Certified Financial Planner
- Matthew PlunkittSchwab Wealth Advisory, Inc. · Certified Financial Planner
- Karim PoonawalaIht Wealth Management LLC · Certified Financial Planner
- Jennifer L. PooreIntegrated Financial Planning Services · Certified Financial Planner
- Holly E. PowellBrookstone Capital Management LLC · Certified Financial Planner
- Sonia PrestonCharles Schwab & Co., Inc. · Certified Financial Planner
- Nicole A. RegilioHightower Advisors, LLC · Certified Financial Planner
- Victor R. RiosErnst & Young Investment Advisers LLP · Certified Financial Planner
- Rebecca A. RobeyStonebridge Financial Planning Group, LLC · Certified Financial Planner
- Dustin A. RoeddingJ.P. Morgan Securities LLC · Certified Financial Planner
- Kristin A. RoegiersEdward Jones · Certified Financial Planner
- Kevin M. RyanCharles Schwab & Co., Inc. · Certified Financial Planner, Chartered Financial Consultant
- Rudolph C. Saint CyrSchwab Wealth Advisory, Inc. · Certified Financial Planner
- Michael T. SalmonMoisand Fitzgerald Tamayo, LLC · Certified Financial Planner
- Chris SchilmoellerEdward Jones · Certified Financial Planner
- Alexander R. SchofieldSchwab Wealth Advisory, Inc. · Certified Financial Planner
- Yongze ShaoSchwab Wealth Advisory, Inc. · Certified Financial Planner
- Daniel M. ShapiroCharles Schwab & Co., Inc. · Certified Financial Planner
- Daniel A. Smith IVRaymond James Financial Services Advisors, Inc. · Certified Financial Planner
- Carlos G. Solano MonestelSchwab Wealth Advisory, Inc. · Certified Financial Planner
- Michelle M. SotoBiltmore Family Office, LLC · Certified Financial Planner, Personal Financial Specialist
- Matthew A. StangeSchwab Wealth Advisory, Inc. · Certified Financial Planner
- George StefanouEdward Jones · Certified Financial Planner
- David J. StellaMorgan Stanley · Certified Financial Planner
- Kimberly R. StewartAmeriprise Financial Services, LLC · Certified Financial Planner
- Christopher R. StricklandOsaic Wealth, Inc. · Certified Financial Planner
- Kenneth SwiftCharles Schwab & Co., Inc. · Certified Financial Planner
- Ronald TamayoMoisand Fitzgerald Tamayo, LLC · Certified Financial Planner
- Cole P. ThomasStonebridge Financial Planning Group, LLC · Certified Financial Planner
- John E. Thorsen IIIWells Fargo Advisors Financial Network, LLC · Certified Financial Planner
- Glenn R. ToussaintInternational Assets Investment Management, LLC · Certified Financial Planner, Chartered Financial Consultant
- Nhan T. TranHightower Advisors, LLC · Certified Financial Planner
- Angie D. TrandaiCreativeone Securities, LLC · Certified Financial Planner
- Lawrence G. TunnellSchwab Wealth Advisory, Inc. · Certified Financial Planner
- Tyler L. Van DongeCharles Schwab & Co., Inc. · Certified Financial Planner
- Anthony Van OreNottingham Wealth Partners, Inc. · Certified Financial Planner
- Gregory D. VandergriftRaymond James & Associates, Inc. · Certified Financial Planner, Chartered Financial Consultant
- Phillip S. VargaStrategic Advisers LLC · Certified Financial Planner
- Tyler R. WatkinsSchwab Wealth Advisory, Inc. · Certified Financial Planner
- Victoria L. WeaverCentrus Financial Strategies · Certified Financial Planner
- Theresa A. WilliamsMorgan Stanley · Certified Financial Planner
- Clifford P. WoodardSchwab Wealth Advisory, Inc. · Certified Financial Planner
- Lucas WylandSchwab Wealth Advisory, Inc. · Certified Financial Planner
- Michael S. WytiazCharles Schwab & Co., Inc. · Certified Financial Planner
- Stephen M. WytiazCharles Schwab & Co., Inc. · Certified Financial Planner
- Ruyue XianCharles Schwab & Co., Inc. · Certified Financial Planner
- Christopher N. YandellYandell Investments, LLC · Certified Financial Planner
- Zhujun Yang-PorterSchwab Wealth Advisory, Inc. · Certified Financial Planner
- Allison YoungStonebridge Financial Planning Group, LLC · Certified Financial Planner
- Hang ZhengCharles Schwab & Co., Inc. · Certified Financial Planner
- Michael E. ZizmerSteward Partners Investment Advisory, LLC · Certified Financial Planner
- Steven J. ZucalCharles Schwab & Co., Inc. · Certified Financial Planner
Firms with the most CFP professionals in Orlando
Schwab Wealth Advisory, Inc. 47Charles Schwab & Co., Inc. 16Moisand Fitzgerald Tamayo, LLC 10Hightower Advisors, LLC 9Edward Jones 8Raymond James Financial Services Advisors, Inc. 7J.P. Morgan Securities LLC 4Wells Fargo Advisors Financial Network, LLC 4Wells Fargo Clearing Services, LLC 4International Assets Investment Management, LLC 3LPL Financial LLC 3Raymond James & Associates, Inc. 3Stonebridge Financial Planning Group, LLC 3Strategic Advisers LLC 3Ameriprise Financial Services, LLC 2
CFP advisors in other Florida cities
All of Florida →Tampa 351Boca Raton 179Palm 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 32Ft. Lauderdale 30
Questions
How many CFP financial advisors are in Orlando, FL?
175 SEC-registered investment adviser representatives at firm offices in Orlando, Florida list the CFP designation; Schwab Wealth Advisory, Inc. employs the most of them (47).
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 Orlando?
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.