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Financial ADVSR advisor directory · SEC adviser records

CFP financial advisors in Bedford, MA

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

5 CFP professionals work in Bedford; the most are at White Lighthouse Investment Management, Inc. (4). 1 are also registered broker representatives.

CFP advisors in Bedford, A to Z

Every advisor in Bedford →
  • Kashif A. AhmedLPL Financial LLC · Certified Financial Planner
  • Eva M. HowlandWhite Lighthouse Investment Management, Inc. · Certified Financial Planner
  • Jonathan O. LachowitzWhite Lighthouse Investment Management, Inc. · Certified Financial Planner
  • Roberta TondoWhite Lighthouse Investment Management, Inc. · Certified Financial Planner
  • John D. WanvigWhite Lighthouse Investment Management, Inc. · Certified Financial Planner

Firms with the most CFP professionals in Bedford

White Lighthouse Investment Management, Inc. 4LPL Financial LLC 1

CFP advisors in other Massachusetts cities

All of Massachusetts →

Boston 391Waltham 92Needham 60Westborough 43Burlington 41Wellesley 40Westwood 36Braintree 35Danvers 31Hingham 27Lexington 25Newton 25Andover 24Woburn 24Worcester 24Norwell 22Wakefield 22Framingham 21Plymouth 18Beverly 15Cambridge 14Lynnfield 14Walpole 14North Andover 13

Questions

How many CFP financial advisors are in Bedford, MA?

5 SEC-registered investment adviser representatives at firm offices in Bedford, Massachusetts list the CFP designation; White Lighthouse Investment Management, Inc. employs the most of them (4).

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 Bedford?

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.