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Financial ADVSR advisor directory · SEC adviser records

CFP financial advisors in Newton, MA

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

25 CFP professionals work in Newton; the most are at LPL Financial LLC (3). 11 are also registered broker representatives.

CFP advisors in Newton, A to Z

Every advisor in Newton →
  • Matthew L. BarrandEdward Jones · Certified Financial Planner
  • John H. BiebelRidley Cove Financial Advisors LLC · Certified Financial Planner
  • Jonathan C. BrandlMain Street Financial Solutions, LLC · Certified Financial Planner
  • Jared H. BrockBrock Hill Wealth Management · Certified Financial Planner
  • Aaron M. BuczekRaymond James Financial Services Advisors, Inc. · Certified Financial Planner
  • Gayle H. BuffBuff Capital Management, LLC · Certified Financial Planner, Chartered Financial Analyst
  • Christoph ChenInsight Financial Strategists · Certified Financial Planner
  • Peter M. CoteLPL Financial LLC · Certified Financial Planner
  • Ann S. DecaprioLPL Financial LLC · Certified Financial Planner
  • Michael J. EmmonsJ.P. Morgan Securities LLC · Certified Financial Planner
  • John P. EspositoCommonwealth Financial Network · Certified Financial Planner
  • Richard H. FingermanBeacon Pointe Advisors, LLC · Certified Financial Planner
  • Jonathan D. JacksonAmeriprise Financial Services, LLC · Certified Financial Planner
  • Taylor L. KaleProficio Capital Partners LLC · Certified Financial Planner
  • Susan C. KaplanLPL Financial LLC · Certified Financial Planner
  • Nicole' C. KeaneDakota Wealth, LLC · Certified Financial Planner
  • Shane P. KellyMayport Wealth Management · Certified Financial Planner, Chartered Financial Analyst
  • Dana J. LevitParagon Financial Advisors · Certified Financial Planner
  • Jonathan H. LoerRenaissance Wealth Advisors, LLC · Certified Financial Planner
  • Hamid M. OmidMutual Advisors, LLC · Certified Financial Planner, Chartered Financial Consultant
  • Emmanuel S. SabiitiEmma Research LLC · Certified Financial Planner, Chartered Financial Analyst
  • David ShnitzerCapital Analysts · Certified Financial Planner
  • Alisa M. SkatrudPlum Street Advisors, LLC · Certified Financial Planner, Chartered Financial Analyst
  • Matthew J. Sliwa IIICommonwealth Financial Network · Certified Financial Planner, Chartered Financial Analyst
  • Wei WangTriple Summit Advisors, LLC · Certified Financial Planner, Chartered Financial Analyst

Firms with the most CFP professionals in Newton

LPL Financial LLC 3Commonwealth Financial Network 2Ameriprise Financial Services, LLC 1Beacon Pointe Advisors, LLC 1Brock Hill Wealth Management 1Buff Capital Management, LLC 1Capital Analysts 1Dakota Wealth, LLC 1Edward Jones 1Emma Research LLC 1Insight Financial Strategists 1J.P. Morgan Securities LLC 1Main Street Financial Solutions, LLC 1Mayport Wealth Management 1Mutual Advisors, LLC 1

CFP advisors in other Massachusetts cities

All of Massachusetts →

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

Questions

How many CFP financial advisors are in Newton, MA?

25 SEC-registered investment adviser representatives at firm offices in Newton, Massachusetts list the CFP designation; LPL Financial LLC employs the most of them (3).

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 Newton?

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.