Financial ADVSR advisor directory · SEC adviser records
CFP financial advisors in West Palm Beach, FL
Every SEC-registered financial advisor at a firm office in West Palm Beach who lists the Certified Financial Planner designation, A to Z.
81 CFP professionals work in West Palm Beach; the most are at Facet (42). 24 are also registered broker representatives.
CFP advisors in West Palm Beach, A to Z
Every advisor in West Palm Beach →- Michael H. AgnelloAgnello Financial Group, Inc. · Certified Financial Planner
- Brandon C. Aguilar GundersonFacet · Certified Financial Planner
- Russell M. AndersonLPL Enterprise, LLC · Certified Financial Planner
- Andrew ArgenFacet · Certified Financial Planner
- Michael S. BarronMorgan Stanley · Certified Financial Planner
- Joseph P. BarteloFacet · Certified Financial Planner
- Karolina K. BednarskaCibc Private Wealth Advisors, Inc. · Certified Financial Planner
- Jeremy C. BelingonFacet · Certified Financial Planner
- Justin T. BellowsFacet · Certified Financial Planner, Chartered Financial Consultant
- Larry E. BernsteinRobert W. Baird & Co. Incorporated · Certified Financial Planner
- Robert J. BoronskiRaymond James Financial Services Advisors, Inc. · Certified Financial Planner
- Noreen BurtnerFacet · Certified Financial Planner
- Anthony B. CarpenterFacet · Certified Financial Planner
- Hunter K. ClarkFacet · Certified Financial Planner
- Elliott S. CollinsAljen Asset Management LLC · Certified Financial Planner
- Narcisse DargensonFacet · Certified Financial Planner
- Kimberly B. DulaurenceFacet · Certified Financial Planner
- Rogelio A. DuranCibc Private Wealth Advisors, Inc. · Certified Financial Planner
- Keith E. EpsteinRobert W. Baird & Co. Incorporated · Certified Financial Planner
- Maressa Etzig-MarinCreative Planning · Certified Financial Planner
- Bethany A. EvansBlue Ocean Capital · Certified Financial Planner
- Matthew J. FarrellFacet · Certified Financial Planner
- Cole C. FilerFacet · Certified Financial Planner
- Jacob R. FischerFacet · Certified Financial Planner
- Sarah E. GallagherFacet · Certified Financial Planner
- Dennis S. GelfandPlan Ahead Advisors · Certified Financial Planner
- Clare G. GollaAlliancebernstein L.P. · Certified Financial Planner
- Sammie M. GuajardoFacet · Certified Financial Planner
- Sterling O. Herrmann Jr.Facet · Certified Financial Planner
- Jeffrey HoangPaulson Wealth Management Inc. · Certified Financial Planner
- Michael J. HoldenBNY Mellon Securities Corporation · Certified Financial Planner
- Johnathan IrionsFacet · Certified Financial Planner
- Matthew J. IvesterFacet · Certified Financial Planner
- James W. JohnsonBlue Ocean Capital · Certified Financial Planner
- Gary D. JohnstonFacet · Certified Financial Planner
- Matthew C. KingA&M Private Wealth Partners, LLC · Certified Financial Planner
- Thomas KirbyFacet · Certified Financial Planner
- Hillary K. KnottsBlue Ocean Capital · Certified Financial Planner
- Jenifer KochFacet · Certified Financial Planner
- Loren C. KriegFacet · Certified Financial Planner
- Sabrina LeeFacet · Certified Financial Planner
- Alan R. Leist Jr.Strategic Financial Services · Certified Financial Planner
- Kathline LereboursFacet · Certified Financial Planner
- Katarzyna A. MarczykAnchor Wealth Management Group LLC · Certified Financial Planner
- David MartinezFacet · Certified Financial Planner
- Eric K. MaschFacet · Certified Financial Planner
- Summer MatthewsTd Private Client Wealth LLC · Certified Financial Planner
- Leslie McCulloughFacet · Certified Financial Planner
- Cayden W. McLaughlinWealthadvisor365 · Certified Financial Planner
- Arianne McSellersFacet · Certified Financial Planner
- Kyle J. MeauxFacet · Certified Financial Planner
- Donna M. MillerUBS Financial Services Inc. · Certified Financial Planner
- Christopher J. MilliusFacet · Certified Financial Planner
- Robert F. MonahanElevation Wealth Partners LLC · Certified Financial Planner
- Georgia S. MouzakisCitigroup Global Markets Inc. · Certified Financial Planner
- Michael E. OnoratoCibc Private Wealth Advisors, Inc. · Certified Financial Planner
- Andrew J. OremlandRobert W. Baird & Co. Incorporated · Certified Financial Planner
- Michelle L. PackerFacet · Certified Financial Planner
- Jordan I. ParkinsonFacet · Certified Financial Planner
- Brad N. ParpanMorgan Stanley · Certified Financial Planner
- Hammish M. PhilipBankers Life Advisory Services, Inc. · Certified Financial Planner, Chartered Financial Consultant
- Dean G. RingdahlAgnello Financial Group, Inc. · Certified Financial Planner
- Shawn RooneyFacet · Certified Financial Planner
- Alexandre M. SantosCresset Asset Management, LLC · Certified Financial Planner
- Ryan M. ShoreGlobal Trust Wealth Management LLC · Certified Financial Planner
- Diana C. ShumanMorgan Stanley · Certified Financial Planner
- James J. Smeenge IIIEdward Jones · Certified Financial Planner
- James S. SmithMorgan Stanley · Certified Financial Planner
- Glenn E. StephensonIbex Wealth Advisors, LLC · Certified Financial Planner
- Kevin StevensFacet · Certified Financial Planner
- Francesca H. StrebFacet · Certified Financial Planner
- Hailey L. ThomasFacet · Certified Financial Planner
- Franklin C. Tiller Jr.UBS Financial Services Inc. · Certified Financial Planner
- Martin H. TischlerT. Rowe Price Associates, Inc. · Certified Financial Planner
- Angel R. VegaFacet · Certified Financial Planner
- Meagen L. WagnerFacet · Certified Financial Planner
- Brian C. WagnonFacet · Certified Financial Planner
- Brent M. WeissFacet · Certified Financial Planner, Chartered Financial Consultant
- David F. WirthFacet · Certified Financial Planner
- Anna WisniewskiFacet · Certified Financial Planner
- Suzann R. ZadanoskyUBS Financial Services Inc. · Certified Financial Planner
Firms with the most CFP professionals in West Palm Beach
Facet 42Morgan Stanley 4Blue Ocean Capital 3Cibc Private Wealth Advisors, Inc. 3Robert W. Baird & Co. Incorporated 3UBS Financial Services Inc. 3Agnello Financial Group, Inc. 2A&M Private Wealth Partners, LLC 1Aljen Asset Management LLC 1Alliancebernstein L.P. 1Anchor Wealth Management Group LLC 1BNY Mellon Securities Corporation 1Bankers Life Advisory Services, Inc. 1Citigroup Global Markets Inc. 1Creative Planning 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 88Clearwater 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 West Palm Beach, FL?
81 SEC-registered investment adviser representatives at firm offices in West Palm Beach, Florida list the CFP designation; Facet employs the most of them (42).
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 West Palm Beach?
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.