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Financial ADVSR advisor directory · SEC adviser records

CFP financial advisors in Lahaina, HI

Every SEC-registered financial advisor at a firm office in Lahaina who lists the Certified Financial Planner designation, A to Z.

1 CFP advisor work in Lahaina; the most are at Front Street Financial (1). 0 are also registered broker representatives.

CFP advisors in Lahaina, A to Z

Every advisor in Lahaina →

Firms with the most CFP professionals in Lahaina

Front Street Financial 1

CFP advisors in other Hawaii cities

All of Hawaii →

Honolulu 115Kailua 9Kaneohe 6Mililani 4Aiea 3Kailua Kona 3

Questions

How many CFP financial advisors are in Lahaina, HI?

1 SEC-registered investment adviser representatives at firm offices in Lahaina, Hawaii list the CFP designation; Front Street Financial 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 Lahaina?

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.