Financial ADVSR advisor directory · SEC adviser records
CFP financial advisors in Mansfield, MA
Every SEC-registered financial advisor at a firm office in Mansfield who lists the Certified Financial Planner designation, A to Z.
7 CFP professionals work in Mansfield; the most are at Copper Beech Wealth Management (2). 2 are also registered broker representatives.
CFP advisors in Mansfield, A to Z
Every advisor in Mansfield →- Andrew S. BlackerDelphinus Financial Advisors, LLC · Certified Financial Planner
- Maureen P. BurgessAmeriprise Financial Services, LLC · Certified Financial Planner
- Katie A. MacdonaldMacdonald Wealth Management, LLC · Certified Financial Planner
- Karen Melo TicasCambridge Investment Research Advisors, Inc. · Certified Financial Planner
- Anthony A. SalottoDelphinus Financial Advisors, LLC · Certified Financial Planner
- Lucy E. ValandraCopper Beech Wealth Management · Certified Financial Planner
- Adam R. WojtkowskiCopper Beech Wealth Management · Certified Financial Planner
Firms with the most CFP professionals in Mansfield
Copper Beech Wealth Management 2Delphinus Financial Advisors, LLC 2Ameriprise Financial Services, LLC 1Cambridge Investment Research Advisors, Inc. 1Macdonald Wealth Management, 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 Mansfield, MA?
7 SEC-registered investment adviser representatives at firm offices in Mansfield, Massachusetts list the CFP designation; Copper Beech Wealth Management 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 Mansfield?
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.