Financial ADVSR advisor directory · SEC adviser records

CFP financial advisors in Greenfield, MA

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

3 CFP professionals work in Greenfield; the most are at Compass Planning Associates, Inc. (2). 0 are also registered broker representatives.

CFP advisors in Greenfield, A to Z

Every advisor in Greenfield →

Steve C. KimOrbis Wealth Management · Certified Financial Planner
Jennifer P. LaneCompass Planning Associates, Inc. · Certified Financial Planner
Sarah M. StampCompass Planning Associates, Inc. · Certified Financial Planner

Firms with the most CFP professionals in Greenfield

Compass Planning Associates, Inc. 2 Orbis Wealth Management 1

CFP advisors in other Massachusetts cities

All of Massachusetts →

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

Questions

How many CFP financial advisors are in Greenfield, MA?

3 SEC-registered investment adviser representatives at firm offices in Greenfield, Massachusetts list the CFP designation; Compass Planning Associates, Inc. employs the most of them (2).

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 Greenfield?

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.