Financial ADVSR advisor directory · SEC adviser records
CFP financial advisors in Kaneohe, HI
Every SEC-registered financial advisor at a firm office in Kaneohe who lists the Certified Financial Planner designation, A to Z.
6 CFP professionals work in Kaneohe; the most are at Creative Planning (1). 2 are also registered broker representatives.
CFP advisors in Kaneohe, A to Z
Every advisor in Kaneohe →- Christopher A. ByrerEdward Jones · Certified Financial Planner
- Jason S. CutittaToba Financial · Certified Financial Planner
- Michael P. GreenCreative Planning · Certified Financial Planner
- Nickolas L. LociceroMercer Global Advisors Inc. · Certified Financial Planner
- Mark MatsumuraMkx Capital · Certified Financial Planner
- Stacy S. Miyasato-FosterLPL Financial LLC · Certified Financial Planner
Firms with the most CFP professionals in Kaneohe
Creative Planning 1Edward Jones 1LPL Financial LLC 1Mercer Global Advisors Inc. 1Mkx Capital 1Toba Financial 1
CFP advisors in other Hawaii cities
All of Hawaii →Questions
How many CFP financial advisors are in Kaneohe, HI?
6 SEC-registered investment adviser representatives at firm offices in Kaneohe, Hawaii list the CFP designation; Creative Planning employs the most of them (1).
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 Kaneohe?
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.