Financial ADVSR advisor directory · SEC adviser records
CFP financial advisors in Kula, HI
Every SEC-registered financial advisor at a firm office in Kula who lists the Certified Financial Planner designation, A to Z.
The short answer
1 CFP advisor work in Kula; the most are at Cavu Wealth Management (1). 0 are also registered broker representatives.
CFP advisors in Kula, A to Z
Every advisor in Kula →- Cheryl L. SeifertCavu Wealth Management · Certified Financial Planner
Firms with the most CFP professionals in Kula
CFP advisors in other Hawaii cities
All of Hawaii →Questions
How many CFP financial advisors are in Kula, HI?
1 SEC-registered investment adviser representatives at firm offices in Kula, Hawaii list the CFP designation; Cavu Wealth Management 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 Kula?
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.