Financial ADVSR advisor directory · SEC adviser records
CFP financial advisors in Burlington, MA
Every SEC-registered financial advisor at a firm office in Burlington who lists the Certified Financial Planner designation, A to Z.
41 CFP professionals work in Burlington; the most are at Strategic Advisers LLC (8). 27 are also registered broker representatives.
CFP advisors in Burlington, A to Z
Every advisor in Burlington →- Jason Alvarez De SotomayorEdelman Financial Engines · Certified Financial Planner
- Brian D. AmperEdelman Financial Engines · Certified Financial Planner
- Kyle E. AndersonHornor, Townsend & Kent, LLC · Certified Financial Planner
- Joshua J. AndreasenEdelman Financial Engines · Certified Financial Planner
- Sarin A. BarsoumianLPL Financial LLC · Certified Financial Planner
- Georgi S. BivolarskiValic Financial Advisors, Inc. · Certified Financial Planner
- Matthew J. CondonHornor, Townsend & Kent, LLC · Certified Financial Planner
- Kevin CrawfordStrategic Advisers LLC · Certified Financial Planner
- Brian DudleyWealth Enhancement Advisory Services, LLC · Certified Financial Planner
- Aaron EzraStrategic Advisers LLC · Certified Financial Planner
- Zuleyka M. FelizHornor, Townsend & Kent, LLC · Certified Financial Planner
- Stephen B. FreedmanEdelman Financial Engines · Certified Financial Planner
- Dylan J. GreeneSequoia Financial Group, L.L.C. · Certified Financial Planner
- Cynthia R. HaddadSequoia Financial Group, L.L.C. · Certified Financial Planner
- William M. HannaStrategic Advisers LLC · Certified Financial Planner
- Benjamin A. HardingDiversify Advisory Services, LLC · Certified Financial Planner
- Daniella IannuzziStrategic Advisers LLC · Certified Financial Planner
- Kenneth L. KnopfValic Financial Advisors, Inc. · Certified Financial Planner
- Richard J. LebrantiCommonwealth Financial Network · Certified Financial Planner
- Edmund V. LeparskasAccelerate Retirement · Certified Financial Planner
- Jonathan M. MerriganEdelman Financial Engines · Certified Financial Planner
- Roger C. Moulton Jr.Eversource Wealth Advisors, LLC · Certified Financial Planner
- Alexandria M. NadwornySequoia Financial Group, L.L.C. · Certified Financial Planner
- Nicholas NestroValic Financial Advisors, Inc. · Certified Financial Planner
- Pharoah NevesStrategic Advisers LLC · Certified Financial Planner
- Dennis M. PalmeriniBlackridge Asset Management, LLC · Certified Financial Planner
- Alexander J. RezzoAndante Financial · Certified Financial Planner, Chartered Financial Analyst
- Jared A. RubinEdelman Financial Engines · Certified Financial Planner
- Jason A. RuelKestra Private Wealth Services, LLC · Certified Financial Planner
- Christine E. SchwartzCharles Schwab & Co., Inc. · Certified Financial Planner
- Robert H. Searle IIIKestra Private Wealth Services, LLC · Certified Financial Planner
- Swan S. ShenOsaic Wealth, Inc. · Certified Financial Planner, Chartered Financial Consultant
- Hugh M. SmithStrategic Advisers LLC · Certified Financial Planner
- Mathew W. SmithValic Financial Advisors, Inc. · Certified Financial Planner
- John J. SpillaneHornor, Townsend & Kent, LLC · Certified Financial Planner
- Thomas J. SullivanHornor, Townsend & Kent, LLC · Certified Financial Planner
- Ramou TaalStrategic Advisers LLC · Certified Financial Planner
- Erika TsetsilasStrategic Advisers LLC · Certified Financial Planner
- David G. WalshHornor, Townsend & Kent, LLC · Certified Financial Planner
- Erin C. WidellCommonwealth Financial Network · Certified Financial Planner
- Theodore R. Yoos IIICornerstone Financial Management LLC · Certified Financial Planner
Firms with the most CFP professionals in Burlington
Strategic Advisers LLC 8Edelman Financial Engines 6Hornor, Townsend & Kent, LLC 6Valic Financial Advisors, Inc. 4Sequoia Financial Group, L.L.C. 3Commonwealth Financial Network 2Kestra Private Wealth Services, LLC 2Accelerate Retirement 1Andante Financial 1Blackridge Asset Management, LLC 1Charles Schwab & Co., Inc. 1Cornerstone Financial Management LLC 1Diversify Advisory Services, LLC 1Eversource Wealth Advisors, LLC 1LPL Financial LLC 1
CFP advisors in other Massachusetts cities
All of Massachusetts →Boston 391Waltham 92Needham 60Westborough 43Wellesley 40Westwood 36Braintree 35Danvers 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 Burlington, MA?
41 SEC-registered investment adviser representatives at firm offices in Burlington, Massachusetts list the CFP designation; Strategic Advisers LLC employs the most of them (8).
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 Burlington?
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.