Financial ADVSR advisor directory · SEC adviser records
CFP financial advisors in Kailua, HI
Every SEC-registered financial advisor at a firm office in Kailua who lists the Certified Financial Planner designation, A to Z.
9 CFP professionals work in Kailua; the most are at Belloadvisers, LLC (2). 4 are also registered broker representatives.
CFP advisors in Kailua, A to Z
Every advisor in Kailua →- David F. BelloBelloadvisers, LLC · Certified Financial Planner
- Samuel J. BelloBelloadvisers, LLC · Certified Financial Planner
- Ethan W. HoKala Capital · Certified Financial Planner
- Charles R. HoltEdward Jones · Certified Financial Planner
- David B. JacobsPathfinder Financial Services, LLC · Certified Financial Planner
- Leonard W. Kingsley1stto50th LLC · Certified Financial Planner
- Sandra H. Mew-McRobertsOsaic Wealth, Inc. · Certified Financial Planner
- Evans L. TaylorAmeriprise Financial Services, LLC · Certified Financial Planner, Chartered Financial Consultant
- Laura A. YoungEdward Jones · Certified Financial Planner
Firms with the most CFP professionals in Kailua
Belloadvisers, LLC 2Edward Jones 21stto50th LLC 1Ameriprise Financial Services, LLC 1Kala Capital 1Osaic Wealth, Inc. 1Pathfinder Financial Services, LLC 1
CFP advisors in other Hawaii cities
All of Hawaii →Questions
How many CFP financial advisors are in Kailua, HI?
9 SEC-registered investment adviser representatives at firm offices in Kailua, Hawaii list the CFP designation; Belloadvisers, LLC employs the most of them (2).
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 Kailua?
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.