Financial ADVSR advisor directory · SEC adviser records
CFP financial advisors in Cambridge, MA
Every SEC-registered financial advisor at a firm office in Cambridge who lists the Certified Financial Planner designation, A to Z.
14 CFP professionals work in Cambridge; the most are at Strategic Advisers LLC (5). 7 are also registered broker representatives.
CFP advisors in Cambridge, A to Z
Every advisor in Cambridge →- Nicholas AnketellStrategic Advisers LLC · Certified Financial Planner
- Matthew CrimmingsStrategic Advisers LLC · Certified Financial Planner
- Alexandra EssmanStrategic Advisers LLC · Certified Financial Planner
- Mary M. EvansPinney & Scofield, Inc. · Certified Financial Planner
- Thomas A. FisherFisher Financial Strategies · Certified Financial Planner
- John R. GoddardPinney & Scofield, Inc. · Certified Financial Planner
- Maryanne GucciardiWealthmind Financial Planning · Certified Financial Planner
- Eric U. HendersonEast Horizon Investments · Certified Financial Planner, Chartered Financial Analyst
- William T. JacobsLPL Financial LLC · Certified Financial Planner
- Richard McGaugheyStrategic Advisers LLC · Certified Financial Planner
- Cathleen M. McKeeEquita Financial Network, Inc. · Certified Financial Planner
- John T. MirandaJ.P. Morgan Securities LLC · Certified Financial Planner
- Emily O'NeilStrategic Advisers LLC · Certified Financial Planner
- Richard A. SeeleyPinney & Scofield, Inc. · Certified Financial Planner
Firms with the most CFP professionals in Cambridge
Strategic Advisers LLC 5Pinney & Scofield, Inc. 3East Horizon Investments 1Equita Financial Network, Inc. 1Fisher Financial Strategies 1J.P. Morgan Securities LLC 1LPL Financial LLC 1Wealthmind Financial Planning 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 15Lynnfield 14Walpole 14North Andover 13Springfield 13
Questions
How many CFP financial advisors are in Cambridge, MA?
14 SEC-registered investment adviser representatives at firm offices in Cambridge, Massachusetts list the CFP designation; Strategic Advisers LLC employs the most of them (5).
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 Cambridge?
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.