Financial ADVSR advisor directory · SEC adviser records
CFP financial advisors in Wesley Chapel, FL
Every SEC-registered financial advisor at a firm office in Wesley Chapel who lists the Certified Financial Planner designation, A to Z.
20 CFP professionals work in Wesley Chapel; the most are at Accurate Wealth Management, LLC (7). 13 are also registered broker representatives.
CFP advisors in Wesley Chapel, A to Z
Every advisor in Wesley Chapel →- William C. AbrahamCetera Investment Advisers LLC · Certified Financial Planner
- Jonathan M. BriggsBria Capital Group, LLC · Certified Financial Planner
- Brian M. GrecoAccurate Wealth Management, LLC · Certified Financial Planner
- Rick O. HelbingAccurate Wealth Management, LLC · Certified Financial Planner, Chartered Financial Consultant
- Carolyn B. HowardAccurate Wealth Management, LLC · Certified Financial Planner
- Tiffany B. LeroySchwab Wealth Advisory, Inc. · Certified Financial Planner
- Eric T. LingAccurate Wealth Management, LLC · Certified Financial Planner
- Daniel J. MarkeseAccurate Wealth Management, LLC · Certified Financial Planner
- Mounia MokdadJoel Isaacson & Co., LLC · Certified Financial Planner
- Robert NicolettiJ.P. Morgan Securities LLC · Certified Financial Planner
- Ronald R. OldanoAmeriprise Financial Services, LLC · Certified Financial Planner
- Patricia M. ParkerAccurate Wealth Management, LLC · Certified Financial Planner
- Barbara A. PietrangeloLPL Enterprise, LLC · Certified Financial Planner, Chartered Financial Consultant
- Kimberly E. RenfroeOsaic Wealth, Inc. · Certified Financial Planner
- Nathaniel SkellyFinancial Pathway LLC · Certified Financial Planner
- Christopher R. StinoEdward Jones · Certified Financial Planner
- Trevor T. TaylorAccurate Wealth Management, LLC · Certified Financial Planner
- James R. WatkinsSchwab Wealth Advisory, Inc. · Certified Financial Planner
- Michael D. WetterCharles Schwab & Co., Inc. · Certified Financial Planner
- Paul A. WhiteVanguard Advisers, Inc. · Certified Financial Planner
Firms with the most CFP professionals in Wesley Chapel
Accurate Wealth Management, LLC 7Schwab Wealth Advisory, Inc. 2Ameriprise Financial Services, LLC 1Bria Capital Group, LLC 1Cetera Investment Advisers LLC 1Charles Schwab & Co., Inc. 1Edward Jones 1Financial Pathway LLC 1J.P. Morgan Securities LLC 1Joel Isaacson & Co., LLC 1LPL Enterprise, LLC 1Osaic Wealth, Inc. 1Vanguard Advisers, 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 Wesley Chapel, FL?
20 SEC-registered investment adviser representatives at firm offices in Wesley Chapel, Florida list the CFP designation; Accurate Wealth Management, LLC employs the most of them (7).
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 Wesley Chapel?
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.