Financial ADVSR advisor directory · SEC adviser records

CFP financial advisors in Riverview, FL

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

13 CFP professionals work in Riverview; the most are at Schwab Wealth Advisory, Inc. (4). 9 are also registered broker representatives.

CFP advisors in Riverview, A to Z

Every advisor in Riverview →

Samir AhmedCreative Planning · Certified Financial Planner, Chartered Financial Consultant
Michael BratszteinSchwab Wealth Advisory, Inc. · Certified Financial Planner
Donald D. BurtLPL Financial LLC · Certified Financial Planner
Larry W. Chappell Jr.Schwab Wealth Advisory, Inc. · Certified Financial Planner
James R. DeshaiesSchwab Wealth Advisory, Inc. · Certified Financial Planner
Michael L. GlobenfeltSchwab Wealth Advisory, Inc. · Certified Financial Planner
Kristine K. HartlandAmeriprise Financial Services, LLC · Certified Financial Planner
Jonathan J. HoskinsStrategic Advisers LLC · Certified Financial Planner
Tamara C. SadowskiStrategic Advisers LLC · Certified Financial Planner
Oscar R. Vives OrtizSensible Money, LLC · Certified Financial Planner, Personal Financial Specialist
Manuel WeinreichF5 Financial Planning, L.L.C. · Certified Financial Planner
Katie M. WhitePgi Wealth Management · Certified Financial Planner
Lois N. YimOsaic Wealth, Inc. · Certified Financial Planner

Firms with the most CFP professionals in Riverview

Schwab Wealth Advisory, Inc. 4 Strategic Advisers LLC 2 Ameriprise Financial Services, LLC 1 Creative Planning 1 F5 Financial Planning, L.L.C. 1 LPL Financial LLC 1 Osaic Wealth, Inc. 1 Pgi Wealth Management 1 Sensible Money, LLC 1

CFP advisors in other Florida cities

All of Florida →

Tampa 351 Boca Raton 179 Orlando 175 Palm Beach Gardens 163 Sarasota 161 Naples 155 Jacksonville 137 Miami 118 Coral Gables 96 St. Petersburg 88 West Palm Beach 81 Clearwater 79 Winter Park 79 Fort Lauderdale 63 Fort Myers 52 Melbourne 48 Ponte Vedra Beach 45 Bradenton 42 Jupiter 38 Tallahassee 36 Lakewood Ranch 35 Plantation 35 Stuart 34 Lakeland 32

Questions

How many CFP financial advisors are in Riverview, FL?

13 SEC-registered investment adviser representatives at firm offices in Riverview, Florida list the CFP designation; Schwab Wealth Advisory, Inc. employs the most of them (4).

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 Riverview?

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.