Financial ADVSR advisor directory · SEC adviser records
CFP financial advisors in Bethesda, MD
Every SEC-registered financial advisor at a firm office in Bethesda who lists the Certified Financial Planner designation, A to Z.
154 CFP professionals work in Bethesda; the most are at Wells Fargo Advisors Financial Network, LLC (17). 79 are also registered broker representatives.
CFP advisors in Bethesda, A to Z
Every advisor in Bethesda →- Benjamin J. AlbrightBeacon Pointe Advisors, LLC · Certified Financial Planner
- Richard W. AllridgeAllridge Wealth Management, Inc. · Certified Financial Planner
- Charles M. AndersonUBS Financial Services Inc. · Certified Financial Planner
- Stephanie L. AndersonCouncilor Wealth LLC · Certified Financial Planner, Chartered Financial Analyst
- Judith P. BarnhardCouncilor Wealth LLC · Certified Financial Planner
- Jeanette M. BarrettStrategic Advisers LLC · Certified Financial Planner
- Vincent J. BarrettAcorn Financial Advisory Services, Inc. · Certified Financial Planner
- John M. BenjaminWells Fargo Advisors Financial Network, LLC · Certified Financial Planner
- Brett S. BernsteinXml Financial Group · Certified Financial Planner
- Casey A. BettencourtBethesda Financial Advisors, LLC · Certified Financial Planner
- Chris A. BettencourtBethesda Financial Advisors, LLC · Certified Financial Planner
- Heath A. BrewerTrumbower Financial Advisors LLC · Certified Financial Planner
- Ilene S. BrostromAmeriprise Financial Services, LLC · Certified Financial Planner
- Moshe BurstinWells Fargo Advisors Financial Network, LLC · Certified Financial Planner
- Frank ByskovForty4 Financial · Certified Financial Planner, Chartered Financial Analyst
- Maria A. CamachoBeacon Pointe Advisors, LLC · Certified Financial Planner
- Jiali ChenStrategic Advisers LLC · Certified Financial Planner
- David B. ClappWells Fargo Advisors Financial Network, LLC · Certified Financial Planner
- Daniel O. ClarkeWells Fargo Clearing Services, LLC · Certified Financial Planner
- Anthony ColloraWells Fargo Advisors Financial Network, LLC · Certified Financial Planner
- Curtis J. CongdonXml Financial Group · Certified Financial Planner
- Paula M. CooleyPrincipal Securities, Inc. · Certified Financial Planner
- Oscar A. CornejoFocus Partners Wealth, LLC · Certified Financial Planner
- Sara S. CortesEvermay Wealth Management, LLC · Certified Financial Planner
- Drew M. CulverCouncilor Wealth LLC · Certified Financial Planner
- Jason W. DahlHub Investment Partners, LLC · Certified Financial Planner
- Surendra V. DaveEdelman Financial Engines · Certified Financial Planner
- Donald DearieWells Fargo Advisors Financial Network, LLC · Certified Financial Planner
- Kevin P. EbelMorgan Stanley · Certified Financial Planner
- Alexander A. EljdidWells Fargo Advisors Financial Network, LLC · Certified Financial Planner
- Michael C. EllisMerrill Lynch, Pierce, Fenner & Smith Incorporated · Certified Financial Planner
- Noorjahan EnayatXml Financial Group · Certified Financial Planner
- Samuel J. FeldmanUBS Financial Services Inc. · Certified Financial Planner
- Emily A. FennellSuissa Private Wealth · Certified Financial Planner
- Jackie S. FontanaChevy Chase Trust Company · Certified Financial Planner
- Abbie N. FrishmanCouncilor Wealth LLC · Certified Financial Planner
- Robert H. GlassMariner · Certified Financial Planner
- Joel S. GoldbergCetera Investment Advisers LLC · Certified Financial Planner
- Manuel R. Gonzalez TeranPrime Capital Financial · Certified Financial Planner
- Mitchell J. GravelleWells Fargo Advisors Financial Network, LLC · Certified Financial Planner
- Kimberly A. GreiwePrincipal Securities, Inc. · Certified Financial Planner
- Jonathon M. GunnTruist Advisory Services, Inc. · Certified Financial Planner
- Ryan GutowskiWells Fargo Advisors Financial Network, LLC · Certified Financial Planner
- Andrew C. HahnWells Fargo Advisors Financial Network, LLC · Certified Financial Planner
- Ross C. HamiltonRaymond James & Associates, Inc. · Certified Financial Planner
- Robert H. Hannan Jr.The Baldwin Group Wealth Advisors, LLC · Certified Financial Planner
- John C. HansonWells Fargo Clearing Services, LLC · Certified Financial Planner
- Heather A. Hanson-RivasWells Fargo Clearing Services, LLC · Certified Financial Planner
- Terence J. HardyUBS Financial Services Inc. · Certified Financial Planner
- J. Hunter HartCwm, LLC · Certified Financial Planner
- Morgan P. HattenRaymond James Financial Services Advisors, Inc. · Certified Financial Planner
- Joseph G. HemsleyAmeriprise Financial Services, LLC · Certified Financial Planner
- Michael R. HoffmanMacroview Investment Management LLC · Certified Financial Planner
- Karly M. HollandEp Wealth Advisors · Certified Financial Planner
- Zachary HubbardSargent Investment Group · Certified Financial Planner
- Edward L. HughesWells Fargo Clearing Services, LLC · Certified Financial Planner
- Daniel J. IaleggioSteward Partners Investment Advisory, LLC · Certified Financial Planner
- Kevin S. JarchoWarner Financial, Inc. · Certified Financial Planner
- Brian P. JarosinskiKestra Advisory Services, LLC · Certified Financial Planner, Chartered Financial Consultant
- Alexandra KantarskiXml Financial Group · Certified Financial Planner
- Debritu L. KassaChevy Chase Trust Company · Certified Financial Planner
- Patricia L. KazumbaCambridge Investment Research Advisors, Inc. · Certified Financial Planner
- Maggi M. KeatingFbb Capital Partners · Certified Financial Planner
- Keith KellumPennington Partners & Co., LLC · Certified Financial Planner
- Christopher P. KellyWells Fargo Advisors Financial Network, LLC · Certified Financial Planner
- Eun H. KimAegis Wealth · Certified Financial Planner
- Jason E. KlopmanXml Financial Group · Certified Financial Planner
- Skerdi KostreciEagle Strategies LLC · Certified Financial Planner
- Paula A. LandauChevy Chase Trust Company · Certified Financial Planner
- Michael J. LeasureTruist Advisory Services, Inc. · Certified Financial Planner
- Andrew A. LeeWells Fargo Clearing Services, LLC · Certified Financial Planner
- Hali B. LondonCompound Planning, Inc. · Certified Financial Planner
- Miguel-Angel LopezSteward Partners Investment Advisory, LLC · Certified Financial Planner
- Jensen LoreaHub Investment Partners, LLC · Certified Financial Planner
- Michael D. LyubinskyMML Investors Services, LLC · Certified Financial Planner
- Victorino S. ManlapazCambridge Investment Research Advisors, Inc. · Certified Financial Planner
- Craig L. MartinWells Fargo Advisors Financial Network, LLC · Certified Financial Planner
- John R. MayXml Financial Group · Certified Financial Planner
- Andrea T. McClellandAegis Wealth · Certified Financial Planner
- Sean M. McElhaneyFamily Office Research, LLC · Certified Financial Planner
- Brian J. McGuireMariner · Certified Financial Planner
- David L. MiddletonMiddleton Advisory · Certified Financial Planner
- Lee J. MillerMiller Capital Management, Inc. · Certified Financial Planner
- Brett MonseinRockefeller Capital Management · Certified Financial Planner
- Charles A. Moore IIIBeacon Pointe Advisors, LLC · Certified Financial Planner
- Wendy M. MoyersChevy Chase Trust Company · Certified Financial Planner
- Michael J. MussioFbb Capital Partners · Certified Financial Planner, Chartered Financial Analyst
- Anna C. N'Jie-KontePoder Wealth Advisors · Certified Financial Planner
- Lanie E. NikesCharles Schwab & Co., Inc. · Certified Financial Planner
- Lauren K. O'BrienXml Financial Group · Certified Financial Planner
- Jane D. O'MaraFbb Capital Partners · Certified Financial Planner
- Barbara PaigeWells Fargo Advisors Financial Network, LLC · Certified Financial Planner
- William T. PappertMorgan Stanley · Certified Financial Planner
- Young S. ParkVictrix Investment Advisors · Certified Financial Planner
- Micah PatashnikMacroview Investment Management LLC · Certified Financial Planner
- Reema A. PatelCouncilor Wealth LLC · Certified Financial Planner
- Michael R. PerhacTrumbower Financial Advisors LLC · Certified Financial Planner
- Richard L. PinionPinion Financial Services, LLC · Certified Financial Planner, Chartered Financial Consultant
- Jared M. PlushnickWells Fargo Clearing Services, LLC · Certified Financial Planner
- Ryan C. PoirierEdelman Financial Engines · Certified Financial Planner
- Brandyn T. PolmateerBull Harbor Capital LLC. · Certified Financial Planner, Chartered Financial Consultant
- Matthew E. PowerWells Fargo Advisors Financial Network, LLC · Certified Financial Planner
- Christopher P. PrattConcurrent Investment Advisors, LLC · Certified Financial Planner
- Jaime G. QuirosFbb Capital Partners · Certified Financial Planner
- John K. RankinWells Fargo Advisors Financial Network, LLC · Certified Financial Planner
- Elizabeth M. RemickIthaka Financial Planning, LLC · Certified Financial Planner
- Alex RockMorgan Stanley · Certified Financial Planner
- Christopher D. RockeyOsaic Wealth, Inc. · Certified Financial Planner
- Jane O. RownyCouncilor Wealth LLC · Certified Financial Planner
- Brian A. RutherTruist Advisory Services, Inc. · Certified Financial Planner
- Morgan E. SarrafHightower Advisors, LLC · Certified Financial Planner
- Jaqueline V. SchadeckGolden Wealth Strategies · Certified Financial Planner
- Christopher C. SchaeferMv Capital Management, Inc. · Certified Financial Planner
- Jennifer A. ScherFbb Capital Partners · Certified Financial Planner
- Marc S. SchlieferCwm, LLC · Certified Financial Planner
- Jeffrey S. SchweighofferUBS Financial Services Inc. · Certified Financial Planner
- Steven J. ScottArca Wealth, LLC · Certified Financial Planner
- David T. SeamansSargent Investment Group · Certified Financial Planner
- Pamela R. SettlageLPL Financial LLC · Certified Financial Planner
- Meagan M. SextonEdward Jones · Certified Financial Planner, Chartered Financial Consultant
- Jeffrey S. SharpeWells Fargo Advisors Financial Network, LLC · Certified Financial Planner
- Garrett W. SnellCharles Schwab & Co., Inc. · Certified Financial Planner
- Elizabeth D. SnyderRockefeller Capital Management · Certified Financial Planner
- Robert J. SpeeceTrumbower Financial Advisors LLC · Certified Financial Planner
- Simeon SpruillChevy Chase Trust Company · Certified Financial Planner
- Silvia C. StazioLPL Financial LLC · Certified Financial Planner
- Thomas P. SteeleySteeley Advisory, LLC · Certified Financial Planner
- Kathleen StephensStrategic Advisers LLC · Certified Financial Planner
- Ari P. StraitCharles Schwab & Co., Inc. · Certified Financial Planner
- Christopher T. ThomasMacroview Investment Management LLC · Certified Financial Planner
- Brian P. ThorntonPrincipal Securities, Inc. · Certified Financial Planner
- Edward M. TilghmanAmeriprise Financial Services, LLC · Certified Financial Planner
- Michael A. Treanor Jr.Aegis Wealth · Certified Financial Planner
- John B. TroyMML Investors Services, LLC · Certified Financial Planner
- Victoria M. TrumbowerTrumbower Financial Advisors LLC · Certified Financial Planner
- Gay S. TruscottEdgemoor Investment Advisors, Inc. · Certified Financial Planner
- Jiyon W. TumanWealthspring Financial Advisors, LLC · Certified Financial Planner
- Whitney D. TurnerFocus Partners Wealth, LLC · Certified Financial Planner
- Steven K. UmsteadCharles Schwab & Co., Inc. · Certified Financial Planner
- Christopher R. ValleAmeriprise Financial Services, LLC · Certified Financial Planner
- Patricia K. Van KirkWells Fargo Advisors Financial Network, LLC · Certified Financial Planner
- Jordan R. VanoortXml Financial Group · Certified Financial Planner, Chartered Financial Analyst
- Alejandro A. VelaFbb Capital Partners · Certified Financial Planner
- Christopher P. VenitWells Fargo Advisors Financial Network, LLC · Certified Financial Planner
- Sien C. VernynsBeacon Pointe Advisors, LLC · Certified Financial Planner
- Barbara A. WarnerWarner Financial, Inc. · Certified Financial Planner
- Christopher M. WarnerWarner Financial, Inc. · Certified Financial Planner, Chartered Financial Analyst
- Ari S. WienerMai Capital Management, LLC · Certified Financial Planner
- Wojtek P. WilczynskiEdward Jones · Certified Financial Planner
- Conor M. WolcheskySteward Partners Investment Advisory, LLC · Certified Financial Planner
- Mark R. ZabstAlphacore Capital LLC · Certified Financial Planner
- Allan E. ZendelWells Fargo Clearing Services, LLC · Certified Financial Planner
- Sarine C. ZenianMai Capital Management, LLC · Certified Financial Planner
- Mario ZumboPreserve Private Wealth, LLC · Certified Financial Planner
Firms with the most CFP professionals in Bethesda
Wells Fargo Advisors Financial Network, LLC 17Xml Financial Group 8Wells Fargo Clearing Services, LLC 7Councilor Wealth LLC 6Fbb Capital Partners 6Chevy Chase Trust Company 5Ameriprise Financial Services, LLC 4Beacon Pointe Advisors, LLC 4Charles Schwab & Co., Inc. 4Trumbower Financial Advisors LLC 4UBS Financial Services Inc. 4Aegis Wealth 3Macroview Investment Management LLC 3Morgan Stanley 3Principal Securities, Inc. 3
CFP advisors in other Maryland cities
All of Maryland →Hunt Valley 91Rockville 85Annapolis 79Owings Mills 65Towson 64Columbia 63Baltimore 62Timonium 35Frederick 32Bel Air 30Lutherville 22Gaithersburg 21Chevy Chase 17Ellicott City 16Severna Park 16Potomac 15Westminster 15North Bethesda 14Salisbury 13Bowie 11Linthicum Heights 11Easton 10Silver Spring 10Edgewater 9
Questions
How many CFP financial advisors are in Bethesda, MD?
154 SEC-registered investment adviser representatives at firm offices in Bethesda, Maryland list the CFP designation; Wells Fargo Advisors Financial Network, LLC employs the most of them (17).
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 Bethesda?
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.