Financial ADVSR advisor directory · SEC adviser records
CFP financial advisors in Braintree, MA
Every SEC-registered financial advisor at a firm office in Braintree who lists the Certified Financial Planner designation, A to Z.
35 CFP professionals work in Braintree; the most are at Napier Financial (6). 18 are also registered broker representatives.
CFP advisors in Braintree, A to Z
Every advisor in Braintree →- Adrian BaldeonGenesis Wealth Advisors, LLC · Certified Financial Planner
- Michael P. CammarataMsa Financial · Certified Financial Planner
- Dante M. CoppolaNapier Financial · Certified Financial Planner
- John F. CoyneCompass Capital Corporation · Certified Financial Planner
- Joseph A. CullenPallas Capital Advisors, LLC · Certified Financial Planner
- John F. DesimonePeddock Capital Advisors, LLC · Certified Financial Planner
- Edward J. Duffy Jr.Cetera Investment Advisers LLC · Certified Financial Planner
- Lauren M. FakonasRise North Capital Investment Advisors · Certified Financial Planner, Chartered Financial Consultant
- Thomas H. FletcherNapier Financial · Certified Financial Planner
- Ryner L. GorowskyPallas Capital Advisors, LLC · Certified Financial Planner
- Anne N. GouthroNapier Financial · Certified Financial Planner
- Chad W. GutnerCommonwealth Financial Network · Certified Financial Planner
- Matthew R. HodgesNapier Financial · Certified Financial Planner, Chartered Financial Analyst
- Eric J. LalimePallas Capital Advisors, LLC · Certified Financial Planner
- Daniel W. LeveroniLPL Financial LLC · Certified Financial Planner
- Timothy A. LeveroniLPL Financial LLC · Certified Financial Planner
- Paul LongobardiLincoln Investment · Certified Financial Planner
- Katelyn M. MahonPeddock Capital Advisors, LLC · Certified Financial Planner
- Paul M. MarinoMsa Financial · Certified Financial Planner
- Jack A. McCrokenPallas Capital Advisors, LLC · Certified Financial Planner
- Paul J. McGovernOsaic Wealth, Inc. · Certified Financial Planner
- John P. NapolitanoNapier Financial · Certified Financial Planner, Personal Financial Specialist
- Daniel F. O'BrienCetera Investment Advisers LLC · Certified Financial Planner
- Michael J. QuinnCommonwealth Financial Network · Certified Financial Planner
- Gerard T. RobinsonCapital Analysts · Certified Financial Planner
- James C. Shannon IVCapital Analysts · Certified Financial Planner
- Claire A. SmithStablepoint Partners, LLC · Certified Financial Planner
- Shannon N. SmithPallas Capital Advisors, LLC · Certified Financial Planner
- Richard E. StramMsa Financial · Certified Financial Planner
- John P. TheophilosLPL Financial LLC · Certified Financial Planner
- John F. WalshCetera Investment Advisers LLC · Certified Financial Planner
- Alexander G. WeissNapier Financial · Certified Financial Planner
- Henry J. WheelwrightStablepoint Partners, LLC · Certified Financial Planner
- Jacqueline R. WilsonEdward Jones · Certified Financial Planner
- Ryan A. ZimmermanMsa Financial · Certified Financial Planner
Firms with the most CFP professionals in Braintree
Napier Financial 6Pallas Capital Advisors, LLC 5Msa Financial 4Capital Analysts 3Cetera Investment Advisers LLC 3LPL Financial LLC 3Commonwealth Financial Network 2Peddock Capital Advisors, LLC 2Stablepoint Partners, LLC 2Compass Capital Corporation 1Edward Jones 1Genesis Wealth Advisors, LLC 1Lincoln Investment 1Osaic Wealth, Inc. 1Rise North Capital Investment Advisors 1
CFP advisors in other Massachusetts cities
All of Massachusetts →Boston 391Waltham 92Needham 60Westborough 43Burlington 41Wellesley 40Westwood 36Danvers 31Hingham 27Lexington 25Newton 25Andover 24Woburn 24Worcester 24Norwell 22Wakefield 22Framingham 21Plymouth 18Beverly 15Cambridge 14Lynnfield 14Walpole 14North Andover 13Springfield 13
Questions
How many CFP financial advisors are in Braintree, MA?
35 SEC-registered investment adviser representatives at firm offices in Braintree, Massachusetts list the CFP designation; Napier Financial employs the most of them (6).
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 Braintree?
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.