Financial ADVSR advisor directory · SEC adviser records
CFP financial advisors in Andover, MA
Every SEC-registered financial advisor at a firm office in Andover who lists the Certified Financial Planner designation, A to Z.
24 CFP professionals work in Andover; the most are at Arborstone Financial, LLC (3). 10 are also registered broker representatives.
CFP advisors in Andover, A to Z
Every advisor in Andover →- Catherine D. BearceFourstar Wealth Advisors, LLC · Certified Financial Planner, Chartered Financial Consultant
- Sean J. ConnollyArborstone Financial, LLC · Certified Financial Planner
- Anthony Corsino Jr.Zen Financial Planning, LLC · Certified Financial Planner, Chartered Financial Consultant
- Lucas DeslauriersBeacon Pointe Advisors, LLC · Certified Financial Planner
- Noel R. DulacOsaic Wealth, Inc. · Certified Financial Planner, Chartered Financial Consultant
- Peter O. FrischSteward Partners Investment Advisory, LLC · Certified Financial Planner
- Paul M. GarozzoFocus Partners Wealth, LLC · Certified Financial Planner
- William A. GaudinoArborstone Financial, LLC · Certified Financial Planner
- Stephanie C. GriebelDavis Wealth Advisors · Certified Financial Planner
- Kevin HendersonBeacon Pointe Advisors, LLC · Certified Financial Planner
- Rawad KassemCitizens Securities, Inc. · Certified Financial Planner
- Thomas G. KilgallenFair Weather Strategies LLC · Certified Financial Planner
- Jeffrey K. KutzArborstone Financial, LLC · Certified Financial Planner, Chartered Financial Analyst
- Eric S. LesageOsaic Wealth, Inc. · Certified Financial Planner
- Kristen R. LindahlFiduciary Financial Advisors · Certified Financial Planner
- Sean McCannStrategic Advisers LLC · Certified Financial Planner
- S. J. MittelmanMittelman Wealth Management · Certified Financial Planner, Chartered Financial Analyst
- Grace E. MoleskiFocus Partners Wealth, LLC · Certified Financial Planner
- John A. OlsonCommonwealth Financial Network · Certified Financial Planner
- Peter H. RushtonStrategic Advisers LLC · Certified Financial Planner
- Jason M. SechristLPL Financial LLC · Certified Financial Planner
- John S. SpotoSentry Financial Planning, LLC · Certified Financial Planner
- Joan M. SweeneyLPL Financial LLC · Certified Financial Planner
- Bradford T. WrightLaunch Financial Planning · Certified Financial Planner
Firms with the most CFP professionals in Andover
Arborstone Financial, LLC 3Beacon Pointe Advisors, LLC 2Focus Partners Wealth, LLC 2LPL Financial LLC 2Osaic Wealth, Inc. 2Strategic Advisers LLC 2Citizens Securities, Inc. 1Commonwealth Financial Network 1Davis Wealth Advisors 1Fair Weather Strategies LLC 1Fiduciary Financial Advisors 1Fourstar Wealth Advisors, LLC 1Launch Financial Planning 1Mittelman Wealth Management 1Sentry Financial Planning, LLC 1
CFP advisors in other Massachusetts cities
All of Massachusetts →Boston 391Waltham 92Needham 60Westborough 43Burlington 41Wellesley 40Westwood 36Braintree 35Danvers 31Hingham 27Lexington 25Newton 25Woburn 24Worcester 24Norwell 22Wakefield 22Framingham 21Plymouth 18Beverly 15Cambridge 14Lynnfield 14Walpole 14North Andover 13Springfield 13
Questions
How many CFP financial advisors are in Andover, MA?
24 SEC-registered investment adviser representatives at firm offices in Andover, Massachusetts list the CFP designation; Arborstone Financial, LLC employs the most of them (3).
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 Andover?
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.