Financial ADVSR advisor directory · SEC adviser records
CFP financial advisors in Needham Heights, MA
Every SEC-registered financial advisor at a firm office in Needham Heights who lists the Certified Financial Planner designation, A to Z.
5 CFP professionals work in Needham Heights; the most are at Osaic Wealth, Inc. (4). 5 are also registered broker representatives.
CFP advisors in Needham Heights, A to Z
Every advisor in Needham Heights →- George A. BernetOsaic Wealth, Inc. · Certified Financial Planner
- Kenneth P. GaronCommonwealth Financial Network · Certified Financial Planner
- Adam P. MarinoOsaic Wealth, Inc. · Certified Financial Planner
- Brittany M. Russell-PorterOsaic Wealth, Inc. · Certified Financial Planner
- Adam M. SachsOsaic Wealth, Inc. · Certified Financial Planner
Firms with the most CFP professionals in Needham Heights
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 Needham Heights, MA?
5 SEC-registered investment adviser representatives at firm offices in Needham Heights, Massachusetts list the CFP designation; Osaic Wealth, Inc. employs the most of them (4).
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 Heights?
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.