Financial ADVSR advisor directory · SEC adviser records
CFP financial advisors in Honolulu, HI
Every SEC-registered financial advisor at a firm office in Honolulu who lists the Certified Financial Planner designation, A to Z.
115 CFP professionals work in Honolulu; the most are at LPL Financial LLC (12). 94 are also registered broker representatives.
CFP advisors in Honolulu, A to Z
Every advisor in Honolulu →- Megan A. AbbottEdward Jones · Certified Financial Planner
- John Paul K. AbenojaEagle Strategies LLC · Certified Financial Planner, Chartered Financial Consultant
- Steve E. AdamsOsaic Wealth, Inc. · Certified Financial Planner, Chartered Financial Consultant
- David AhnStadia Financial LLC · Certified Financial Planner
- Joanna N. AmbergerContinuum Advisory, LLC · Certified Financial Planner
- Bradley S. ArakiLPL Financial LLC · Certified Financial Planner
- Grant T. AritaShiraishi Financial Group Advisors · Certified Financial Planner, Chartered Financial Analyst
- Kirk S. BarthOsaic Wealth, Inc. · Certified Financial Planner, Chartered Financial Consultant
- Brett C. BidwellC.M.bidwell & Associates Ltd. · Certified Financial Planner
- Lesley J. BreyL.J. Brey, Inc. · Certified Financial Planner, Chartered Financial Analyst
- Michael A. BruggemannAmeriprise Financial Services, LLC · Certified Financial Planner
- Khoi BuiMorgan Stanley · Certified Financial Planner
- Richard S. CarlquistRaymond James Financial Services Advisors, Inc. · Certified Financial Planner
- Wai Kee ChanIndependent Financial Group, LLC · Certified Financial Planner
- Brian Y. ChangLPL Financial LLC · Certified Financial Planner
- Jodi N. ChangWells Fargo Clearing Services, LLC · Certified Financial Planner
- Judy S. Chong NgRaymond James & Associates, Inc. · Certified Financial Planner
- Kristi T. ChunEagle Strategies LLC · Certified Financial Planner, Chartered Financial Consultant
- Max Chun-Van OsdolC.M.bidwell & Associates Ltd. · Certified Financial Planner
- Noreen S. ClementOsaic Wealth, Inc. · Certified Financial Planner
- Donald R. ClephaneOak Tree Securities, Inc. · Certified Financial Planner
- Alexander L. CrisafiNorthwestern Mutual Investment Services, LLC · Certified Financial Planner
- Helen CurlowMorgan Stanley · Certified Financial Planner
- Spencer H. DungPark Avenue Securities LLC · Certified Financial Planner
- Rory EldredgeCharles Schwab & Co., Inc. · Certified Financial Planner
- Brian H. EnokaIsland Wealth Management · Certified Financial Planner
- Todd D. ErskineKokua Capital Management · Certified Financial Planner, Chartered Financial Analyst
- Mark L. FanslerPark Avenue Securities LLC · Certified Financial Planner, Chartered Financial Consultant
- Derek B. FerrieraOsaic Wealth, Inc. · Certified Financial Planner, Chartered Financial Consultant
- Howard S. HaberApollo Wealth Management, Ltd. · Certified Financial Planner
- Gail M. HamadaAmeriprise Financial Services, LLC · Certified Financial Planner
- Matthew HirokaneAmeriprise Financial Services, LLC · Certified Financial Planner
- Andrei K. IchinoseEdward Jones · Certified Financial Planner
- Bradley T. ItagakiRaymond James Financial Services Advisors, Inc. · Certified Financial Planner
- Monica Y. JenningsJennings Financial Planning, Inc. · Certified Financial Planner
- Matthew W. JoswickEdward Jones · Certified Financial Planner
- James K. KaEdward Jones · Certified Financial Planner, Chartered Financial Consultant
- Kenneth K. KaneshiroLPL Financial LLC · Certified Financial Planner
- Alice KangMorgan Stanley · Certified Financial Planner
- Leo P. KauhiniLPL Financial LLC · Certified Financial Planner, Chartered Financial Consultant
- Ashley C. KikawaAmeriprise Financial Services, LLC · Certified Financial Planner
- Paul J. KinkelaarWells Fargo Advisors Financial Network, LLC · Certified Financial Planner
- Lincoln K. KoikeAmeriprise Financial Services, LLC · Certified Financial Planner
- Chad R. KunihisaLPL Financial LLC · Certified Financial Planner
- Steve T. KuriyamaParallel Advisors, LLC · Certified Financial Planner, Chartered Financial Consultant
- Kanoi LamRaymond James Financial Services Advisors, Inc. · Certified Financial Planner
- Linda M. LeEdward Jones · Certified Financial Planner
- Cynthia S. LeeMorgan Stanley · Certified Financial Planner
- Daniel LehrmanMasuda Lehrman Wealth · Certified Financial Planner
- Jason C. LinnLPL Financial LLC · Certified Financial Planner
- Jeffery M. LoffCrl Advisors · Certified Financial Planner
- N. Jennifer J. MacaraegOsaic Wealth, Inc. · Certified Financial Planner
- Joel T. MarkAmeriprise Financial Services, LLC · Certified Financial Planner
- Thomas S. MarkAmeriprise Financial Services, LLC · Certified Financial Planner
- Justin D. McClainEdward Jones · Certified Financial Planner
- Christine L. MedeirosEagle Strategies LLC · Certified Financial Planner, Chartered Financial Analyst
- Gregory J. MiccoLPL Financial LLC · Certified Financial Planner
- Greg S. MiyashiroKahala Financial Advisors, LLC · Certified Financial Planner
- Ryan S. MiyashiroKahala Financial Advisors, LLC · Certified Financial Planner
- Kevin B. MorisoliNorthwestern Mutual Investment Services, LLC · Certified Financial Planner
- George T. MurakamiAmeriprise Financial Services, LLC · Certified Financial Planner
- Bryan H. NakamotoPark Avenue Securities LLC · Certified Financial Planner
- Cory M. NakamuraCreative Planning · Certified Financial Planner, Chartered Financial Analyst
- Elmer Z. NakaoOsaic Wealth, Inc. · Certified Financial Planner
- John-David A. NakoEdward Jones · Certified Financial Planner, Chartered Financial Analyst
- Evan T. NishidaLPL Financial LLC · Certified Financial Planner
- Kristy N. NishidaRaymond James Financial Services Advisors, Inc. · Certified Financial Planner
- Alan H. NishimotoOsaic Wealth, Inc. · Certified Financial Planner
- Keri A. NishimuraWells Fargo Clearing Services, LLC · Certified Financial Planner
- Shannon NishioRaymond James Financial Services Advisors, Inc. · Certified Financial Planner
- Christina A. OhPark Avenue Securities LLC · Certified Financial Planner, Chartered Financial Consultant
- Kevin A. OkumuraOsaic Wealth, Inc. · Certified Financial Planner
- Jewels A. OliquianoLPL Financial LLC · Certified Financial Planner
- Christopher A. OttoCetera Investment Advisers LLC · Certified Financial Planner
- James K. PetersonStrategic Advisers LLC · Certified Financial Planner
- Franklin D. PortilloMorgan Stanley · Certified Financial Planner
- Jimmy E. RhymerRaymond James Financial Services Advisors, Inc. · Certified Financial Planner
- Arthur M. SaikiWells Fargo Clearing Services, LLC · Certified Financial Planner
- Sophia SaikiLPL Financial LLC · Certified Financial Planner
- Dylan M. SandersAprio Wealth Management, LLC · Certified Financial Planner
- Vladimir SasicPark Avenue Securities LLC · Certified Financial Planner, Chartered Financial Consultant
- Gordon Y. SatoOsaic Wealth, Inc. · Certified Financial Planner
- Gregg A. SatoWells Fargo Clearing Services, LLC · Certified Financial Planner
- Valerie H. SchmidtAmeriprise Financial Services, LLC · Certified Financial Planner, Chartered Financial Consultant
- Jason R. SegawaIndependent Financial Group, LLC · Certified Financial Planner
- Sheldon Y. ShiiraFinancial Vision Advisory Services, LLC. · Certified Financial Planner
- Rie ShojiCharles Schwab & Co., Inc. · Certified Financial Planner
- Jacob M. SimonsThe Rice Partnership, LLC · Certified Financial Planner
- Judith C. SlawskyCetera Investment Advisers LLC · Certified Financial Planner
- Joseph R. StepanicOsaic Wealth, Inc. · Certified Financial Planner
- Megan M. TakagiNwf Advisory Services Inc. · Certified Financial Planner
- Matthew C. TakamatsuCharles Schwab & Co., Inc. · Certified Financial Planner
- Carl T. TakataEdward Jones · Certified Financial Planner, Chartered Financial Consultant
- Geal F. TalbertMorgan Stanley · Certified Financial Planner, Chartered Financial Consultant
- Kevin Y. TangLPL Financial LLC · Certified Financial Planner
- Yuka TaruiMorgan Stanley · Certified Financial Planner
- Lisa Y. TellioChicago Partners Investment Group LLC · Certified Financial Planner
- Bethany A. ThiesfeldtUBS Financial Services Inc. · Certified Financial Planner
- Kelley M. TomOsaic Wealth, Inc. · Certified Financial Planner
- Jan A. TriblerPark Avenue Securities LLC · Certified Financial Planner
- Yayoi Tsutakawa-ChinnEdward Jones · Certified Financial Planner
- Cade A. TuckerCharles Schwab & Co., Inc. · Certified Financial Planner
- Tafiti F. UsoPacific Wealth Partners, LLC · Certified Financial Planner
- Vaughn A. VictorinoAmeriprise Financial Services, LLC · Certified Financial Planner
- Adam L. VilaMilestone Wealth Management & Insurance, LLC · Certified Financial Planner, Chartered Financial Consultant
- Ashley J. WilkenWealthjar Investment Advisory, LLC · Certified Financial Planner
- Gerald R. WilsonCetera Investment Advisers LLC · Certified Financial Planner, Chartered Financial Consultant
- Vernon Y. WongRaymond James Financial Services Advisors, Inc. · Certified Financial Planner, Chartered Financial Consultant
- Randy K. YamadaEquitable Advisors, LLC · Certified Financial Planner, Chartered Financial Consultant
- Grant R. YamaguchiCetera Investment Advisers LLC · Certified Financial Planner
- Cole YamakawaCetera Investment Advisers LLC · Certified Financial Planner
- Brandon K. YamamotoMorgan Stanley · Certified Financial Planner
- Wesley K. YamamotoRaymond James & Associates, Inc. · Certified Financial Planner
- Jonathan R. YashiroCetera Investment Advisers LLC · Certified Financial Planner
- Bernard K. YipRaymond James Financial Services Advisors, Inc. · Certified Financial Planner, Chartered Financial Consultant
Firms with the most CFP professionals in Honolulu
LPL Financial LLC 12Osaic Wealth, Inc. 11Ameriprise Financial Services, LLC 10Edward Jones 9Morgan Stanley 8Raymond James Financial Services Advisors, Inc. 8Cetera Investment Advisers LLC 6Park Avenue Securities LLC 6Charles Schwab & Co., Inc. 4Wells Fargo Clearing Services, LLC 4Eagle Strategies LLC 3Island Wealth Management 3C.M.bidwell & Associates Ltd. 2Independent Financial Group, LLC 2Kahala Financial Advisors, LLC 2
CFP advisors in other Hawaii cities
All of Hawaii →Questions
How many CFP financial advisors are in Honolulu, HI?
115 SEC-registered investment adviser representatives at firm offices in Honolulu, Hawaii list the CFP designation; LPL Financial LLC employs the most of them (12).
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 Honolulu?
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.