Friday, October 23, 2026The Morning EditionOpen AtlasSign inJoin free
FinancialADVSR

Est. 2026The front page of wealth managementNew York

The Morning EditionFree · 6:30 AM ETSubscribe
WSR The Rise Of The Fractional Family OfficeIN Private equity is knocking. Who should be in your corner?IN Freehold Wealth Management brings $576M to Osaic in multigenerational moveIN Sanctuary Wealth adds elder care platform to advisor toolkitIN Beyond tax loss harvesting: why long-short strategies demand a harder lookIN Investors still want advisors, even as AI expands investment choicesIN AI poses moderate disruption risk to wealth managers and retail banks, Fitch saysCW Podcast: Schwab takes its cut, Beacon Pointe powers upRB Vanguard is fulfilling Salim Ramji's May 1 promised renewal of 'Flagship' platinum tier service after it eroded, and he's willing to count non-Vanguard funds against the $1-million minimum for the first timeIN RIA IPO 'probably' coming within two years, dealmaker predicts

Financial ADVSR advisor directory · SEC adviser records

CFP financial advisors in Needham, MA

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

60 CFP professionals work in Needham; the most are at Commonwealth Financial Network (12). 37 are also registered broker representatives.

CFP advisors in Needham, A to Z

Every advisor in Needham →
  • Richard J. AllredCommonwealth Financial Network · Certified Financial Planner, Chartered Financial Analyst
  • Andrew AltenbachPark Avenue Securities LLC · Certified Financial Planner
  • Cash P. ArmstrongArmstrong Advisory Group Inc. · Certified Financial Planner
  • Evan M. BanksPark Avenue Securities LLC · Certified Financial Planner
  • John F. BarberBeaumont Financial Partners · Certified Financial Planner
  • Jonathan BarnettPark Avenue Securities LLC · Certified Financial Planner
  • Richard A. BelofskyPark Avenue Securities LLC · Certified Financial Planner, Chartered Financial Consultant
  • Joshua M. BenetCommonwealth Financial Network · Certified Financial Planner
  • Daniel J. CappucciMML Investors Services, LLC · Certified Financial Planner
  • Andrew C. ClearyMML Investors Services, LLC · Certified Financial Planner
  • Paul F. CloonanPathways Financial Consulting LLC · Certified Financial Planner, Chartered Financial Analyst
  • Thomas M. CrowleyEdward Jones · Certified Financial Planner
  • Paul B. DohertyCommonwealth Financial Network · Certified Financial Planner
  • Robert S. EdmundsWells Fargo Advisors Financial Network, LLC · Certified Financial Planner
  • Laurie A. FailleF L Putnam Investment Management Co. · Certified Financial Planner
  • Marc A. FandettiArmstrong Advisory Group Inc. · Certified Financial Planner, Chartered Financial Analyst
  • John P. FoleyCommonwealth Financial Network · Certified Financial Planner, Chartered Financial Consultant
  • Brittany C. ForsaStrategic Advisers LLC · Certified Financial Planner
  • Cheryl A. FortierBeaumont Financial Partners · Certified Financial Planner
  • Nancy P. GarrisonPark Avenue Securities LLC · Certified Financial Planner, Chartered Financial Consultant
  • Craig R. GeddesEdward Jones · Certified Financial Planner, Chartered Financial Consultant
  • Peter M. GirardBeaumont Financial Partners · Certified Financial Planner
  • Deborah N. GoodmanGoodman Advisory Group, LLC · Certified Financial Planner
  • Steven M. GoodmanGoodman Advisory Group, LLC · Certified Financial Planner
  • Donald H. GottfriedPark Avenue Securities LLC · Certified Financial Planner
  • Dylan B. GrocerPark Avenue Securities LLC · Certified Financial Planner, Chartered Financial Consultant
  • Michael P. GrossRising Tides Financial, LLC · Certified Financial Planner, Personal Financial Specialist
  • Ronald D. HaltermanPrivate Advisor Group, LLC · Certified Financial Planner
  • Patrick J. HintonCommonwealth Financial Network · Certified Financial Planner, Chartered Financial Consultant
  • Kimberly J. HowardKjh Financial Services · Certified Financial Planner
  • Drew J. InglesiCommonwealth Financial Network · Certified Financial Planner, Chartered Financial Consultant
  • Lynn S. KaplanCapital Analysts · Certified Financial Planner
  • Duston LadieuMML Investors Services, LLC · Certified Financial Planner
  • Thomas J. LicciardelloPark Avenue Securities LLC · Certified Financial Planner
  • Bernard J. Lynch IIIGoodman Advisory Group, LLC · Certified Financial Planner
  • Kristin B. McKennaDarrow Wealth Management · Certified Financial Planner
  • Patty A. MillerAscensus Investment Advisors, LLC · Certified Financial Planner
  • James NolanNatixis Advisors, LLC · Certified Financial Planner
  • Lindsy V. OwensCommonwealth Financial Network · Certified Financial Planner
  • Corey B. PomerleauF L Putnam Investment Management Co. · Certified Financial Planner
  • Robert J. RiceCommonwealth Financial Network · Certified Financial Planner
  • Christopher M. RiffleMML Investors Services, LLC · Certified Financial Planner
  • Daniel A. RingerBreakwater Financial, LLC · Certified Financial Planner
  • Joel RobertsEmpower Advisory Group, LLC · Certified Financial Planner
  • Robert A. SacchettiEdward Jones · Certified Financial Planner
  • Brett R. SaideCommonwealth Financial Network · Certified Financial Planner
  • Carter ScheetzCommonwealth Financial Network · Certified Financial Planner
  • Jierui ShenTransglobal Advisory, LLC · Certified Financial Planner
  • Philip J. SherThe Sher Wealth Management Group · Certified Financial Planner
  • Emily M. SimcokeMML Investors Services, LLC · Certified Financial Planner
  • Grace SunCommonwealth Financial Network · Certified Financial Planner
  • Chris SuraciAmeriprise Financial Services, LLC · Certified Financial Planner
  • Scott A. SwartzAndersonlane · Certified Financial Planner
  • Nathaniel J. TiltonCommonwealth Financial Network · Certified Financial Planner
  • David F. TomasettiTomasetti Investment Group, LLC · Certified Financial Planner
  • Julia Y. VanzlerF L Putnam Investment Management Co. · Certified Financial Planner
  • James A. WaggettF L Putnam Investment Management Co. · Certified Financial Planner, Chartered Financial Analyst
  • Sharlene R. WolfThe Sher Wealth Management Group · Certified Financial Planner
  • James S. WolfsonMML Investors Services, LLC · Certified Financial Planner
  • Aline YurikMML Investors Services, LLC · Certified Financial Planner

Firms with the most CFP professionals in Needham

Commonwealth Financial Network 12Park Avenue Securities LLC 8MML Investors Services, LLC 7F L Putnam Investment Management Co. 4Beaumont Financial Partners 3Edward Jones 3Goodman Advisory Group, LLC 3Armstrong Advisory Group Inc. 2The Sher Wealth Management Group 2Ameriprise Financial Services, LLC 1Andersonlane 1Ascensus Investment Advisors, LLC 1Breakwater Financial, LLC 1Capital Analysts 1Darrow Wealth Management 1

CFP advisors in other Massachusetts cities

All of Massachusetts →

Boston 391Waltham 92Westborough 43Burlington 41Wellesley 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 Needham, MA?

60 SEC-registered investment adviser representatives at firm offices in Needham, Massachusetts list the CFP designation; Commonwealth Financial Network employs the most of them (12).

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 Needham?

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.